All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ICVT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

ICVT real return snapshot: after CPI-U inflation, ICVT returned +24.97% over the past year and +17.58% YTD, with dividends reinvested. Since Jun. 4, 2015, ICVT is up +119.33% in real purchasing-power return, or +7.27%/yr, and is currently āˆ’6.94% below its real total-return high on Feb. 12, 2021.

Data ending Thu Aug. 13, 2026

Growth of $10,000

Thu 2015-06-04šŸ’¬ to Thu 2026-08-13 Overall
Return
Exponential
Trendline
ICVT
×
+119.33%
+7.27%/yr
+6.12%/yr
R2=0.587
iShares Convertible Bond ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2015-06-04šŸ’¬ to Thu 2026-08-13 Start
Value
End
Value
ICVT
×
$10,000.00
2015-06-04
$21,933.40
2026-08-13

This Year’s Performance

through 2026-08-13

  YTD YoY
ICVT
×
+17.58% +24.97%

Drawdowns

  Current
Drawdown
Worst
Drawdown
ICVT
×
āˆ’6.94%
on 2026-08-13
from 2021-02-12 peak
āˆ’44.14%
on 2022-06-16
from 2021-02-12 peak

Rolling Returns

Period ending Thu 2026-08-13 1 yr 2 yr 3 yr 5 yr 10 yr
ICVT
×
+24.97% +46.42%
+21.00%/yr
+51.62%
+14.88%/yr
+6.74%
+1.31%/yr
+124.78%
+8.44%/yr

Annual Returns

Year ICVT
2026 (YTD) +17.58%
2025 +15.02%
2024 +7.51%
2023 +11.61%
2022 āˆ’25.48%
2021 āˆ’12.79%
2020 +54.12%
2019 +19.04%
2018 āˆ’2.13%
2017 +13.97%
2016 +7.52%
2015 āˆ’5.48%