Summary
IBDS
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.20% Volatility 1.63% Sharpe 0.20
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2027 TERM CORPORATE ETF

Symbol: IBDS

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 12/09/2017

Latest date: 02/06/2026

Current price: $24.16

Expense ratio: 0.10%

Assets under management
$3.8B
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

0.00%

Ann. -4.42% (Sharpe / Sortino numerator)

Volatility

1.82%

Sharpe ratio

-4.436

VaR 95%

-0.20%

CVaR 95%: -0.28%
Max drawdown: -0.41%
Sortino ratio: -5.091
Calmar ratio: -10.74

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

0.30%

Ann. -0.76% (Sharpe / Sortino numerator)

Volatility

1.49%

Sharpe ratio

-2.948

VaR 95%

-0.12%

CVaR 95%: -0.27%
Max drawdown: -1.09%
Sortino ratio: -2.679
Calmar ratio: -0.69

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

1.38%

Ann. 1.75% (Sharpe / Sortino numerator)

Volatility

1.26%

Sharpe ratio

-1.493

VaR 95%

-0.12%

CVaR 95%: -0.21%
Max drawdown: -1.09%
Sortino ratio: -1.450
Calmar ratio: 1.61

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

4.20%

Ann. 3.96% (Sharpe / Sortino numerator)

Volatility

1.63%

Sharpe ratio

0.200

VaR 95%

-0.12%

CVaR 95%: -0.24%
Max drawdown: -1.09%
Sortino ratio: 0.223
Calmar ratio: 3.62

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

9.80%

Ann. 5.21% (Sharpe / Sortino numerator)

Volatility

1.96%

Sharpe ratio

0.808

VaR 95%

-0.13%

CVaR 95%: -0.27%
Max drawdown: -1.09%
Sortino ratio: 1.042
Calmar ratio: 4.77

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

15.11%

Ann. 4.72% (Sharpe / Sortino numerator)

Volatility

2.91%

Sharpe ratio

0.375

VaR 95%

-0.30%

CVaR 95%: -0.40%
Max drawdown: -2.98%
Sortino ratio: 0.561
Calmar ratio: 1.58

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.

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

0.448%

01/08/2025
Worst day

-0.314%

26/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $24.16 $24.17 $24.16 $24.16 860,100
01/06/2026 $24.14 $24.17 $24.14 $24.16 527,300
29/05/2026 $24.23 $24.25 $24.23 $24.25 283,300
28/05/2026 $24.23 $24.24 $24.23 $24.23 477,500
27/05/2026 $24.22 $24.24 $24.22 $24.23 519,600
26/05/2026 $24.21 $24.23 $24.21 $24.22 666,600
22/05/2026 $24.22 $24.22 $24.20 $24.21 339,900
21/05/2026 $24.20 $24.21 $24.19 $24.21 306,000
20/05/2026 $24.18 $24.21 $24.18 $24.20 427,400
19/05/2026 $24.18 $24.19 $24.17 $24.19 474,400