AGG (iShares Core U.S. Aggregate Bond ETF) — over the past 10 years it returned about 1.6% annualized on a total-return basis, yields roughly 4.13%, and had a worst drawdown near -18.4%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $11,934 today.
Sortino
0.42
Volatility
5.3%
$10k → today
$11,934
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $2.53 | — |
| 2021 | $2.02 | -20.1% |
| 2022 | $2.32 | 14.6% |
| 2023 | $3.11 | 34.1% |
| 2024 | $3.63 | 16.7% |
| 2025 | $3.88 | 7.0% |
Risk & return vs the S&P 500
| Metric | AGG | SPY |
|---|---|---|
| CAGR | 1.6% | 14.4% |
| Volatility | 5.3% | 17.6% |
| Sharpe | 0.33 | 0.85 |
| Sortino | 0.42 | 1.04 |
| Max drawdown | -18.4% | -33.7% |
| Dividend yield | 4.13% | 1.00% |