Summary
IBDR
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.08% Volatility 0.96% Sharpe 0.16
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2026 TERM CORPORATE ETF

Symbol: IBDR

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 13/09/2016

Latest date: 02/06/2026

Current price: $24.18

Expense ratio: 0.10%

Assets under management
$3.6B
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

-0.04%

Ann. -0.90% (Sharpe / Sortino numerator)

Volatility

1.25%

Sharpe ratio

-3.635

VaR 95%

-0.04%

CVaR 95%: -0.14%
Max drawdown: -0.33%
Sortino ratio: -2.105
Calmar ratio: -2.70

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

0.63%

Ann. 0.38% (Sharpe / Sortino numerator)

Volatility

1.09%

Sharpe ratio

-2.990

VaR 95%

-0.04%

CVaR 95%: -0.19%
Max drawdown: -0.66%
Sortino ratio: -1.626
Calmar ratio: 0.58

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

1.59%

Ann. 2.41% (Sharpe / Sortino numerator)

Volatility

0.87%

Sharpe ratio

-1.396

VaR 95%

-0.04%

CVaR 95%: -0.13%
Max drawdown: -0.66%
Sortino ratio: -0.797
Calmar ratio: 3.64

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

4.08%

Ann. 3.79% (Sharpe / Sortino numerator)

Volatility

0.96%

Sharpe ratio

0.162

VaR 95%

-0.06%

CVaR 95%: -0.14%
Max drawdown: -0.66%
Sortino ratio: 0.146
Calmar ratio: 5.71

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

9.21%

Ann. 4.86% (Sharpe / Sortino numerator)

Volatility

1.22%

Sharpe ratio

1.013

VaR 95%

-0.08%

CVaR 95%: -0.16%
Max drawdown: -0.66%
Sortino ratio: 1.246
Calmar ratio: 7.34

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

14.50%

Ann. 4.61% (Sharpe / Sortino numerator)

Volatility

2.13%

Sharpe ratio

0.462

VaR 95%

-0.21%

CVaR 95%: -0.30%
Max drawdown: -1.68%
Sortino ratio: 0.628
Calmar ratio: 2.75

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.016%

Best day

0.232%

01/08/2025
Worst day

-0.371%

26/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $24.18 $24.19 $24.18 $24.18 1,687,100
01/06/2026 $24.17 $24.18 $24.17 $24.18 602,200
29/05/2026 $24.25 $24.26 $24.25 $24.25 309,400
28/05/2026 $24.25 $24.25 $24.24 $24.25 561,100
27/05/2026 $24.23 $24.24 $24.23 $24.24 536,500
26/05/2026 $24.24 $24.25 $24.23 $24.23 479,900
22/05/2026 $24.23 $24.24 $24.23 $24.24 464,600
21/05/2026 $24.22 $24.23 $24.22 $24.22 456,500
20/05/2026 $24.23 $24.23 $24.22 $24.22 381,700
19/05/2026 $24.22 $24.22 $24.21 $24.22 520,600