AGG ETF Analysis: Core U.S. Aggregate Bond | NYSE

Intermediate Core Bond | NYSE, USA | Market Cap: 138.600m USD | 12M Return: 3% | Charts, Fundamentals & Technical Analysis

Treasury Bonds, Corporate Bonds, Mortgage Securities, Agency Bonds
Total Rating 48
Safety 66
Buy Signal -0.46
Intermediate Core Bond
Category Rotation: -3.1
TER: 0.03%
AUM: 139B
Avg Turnover: 838M
Risk 3d forecast
Volatility4.38%
VaR 5th Pctl0.80%
VaR vs Median2.00%
Reward TTM
Sharpe Ratio-0.32
Rel. Str. IBD29
Rel. Str. Peer Group28.9
Character TTM
Beta0.064
Beta Downside0.026
Hurst Exponent0.541
Drawdowns 3y
Max DD5.71%
CAGR/Max DD0.65
CAGR/Mean DD2.53

Warnings

Below Sma 200d

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan -0.1% 13
Feb -0.7% 17
Mar -0.5% 14
Apr -0.4% 17
May +0.3% 24
Jun +0.2% 39
Jul +0.6% 26
Aug +0.5% 6
Sep -0.8% 38
Oct -0.5% 35
Nov +0.2% 38
Dec -0.2% 9

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: AGG Core U.S. Aggregate Bond

AGG is an exchange-traded fund that seeks to track the Bloomberg US Aggregate Index, a broad benchmark representing the total U.S. investment-grade bond market. The fund commits at least 80% of its assets to the indexs component securities and comparable TBA (to-be-announced) mortgage contracts, and at least 90% to fixed income securities matching the types included in the index, in order to replicate its performance.

As a passively managed bond ETF, AGG operates a passive index-tracking business model, holding a diversified portfolio of government, corporate, mortgage-backed, and other investment-grade debt rather than actively selecting securities. The fund was launched in September 2003 and is classified within the intermediate core bond category, reflecting its focus on U.S. dollar-denominated, investment-grade debt with intermediate maturities.

Headlines to Watch Out For
  • Fed rate cuts lift aggregate bond ETF prices
  • Rising Treasury yields drag down AGG net asset value
  • Risk-off flows boost investment-grade bond ETF demand
What is the price of AGG shares?

As of July 23, 2026, the stock is trading at USD 97.58 with a total of 6,313,209 shares traded. Over the past week, the price has changed by -0.57%, over one month by -0.73%, over three months by -1.05% and over the past year by +2.99%.

Current recommended Stop Loss: 97.10 (which is 0.5% or 1.5 ATR below the current price).

Is AGG a buy, sell or hold?

Core U.S. Aggregate Bond has no consensus analysts rating.