Summary
IBDT
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.19% Volatility 2.27% Sharpe 0.26
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2028 TERM CORPORATE ETF

Symbol: IBDT

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 18/09/2018

Latest date: 02/06/2026

Current price: $25.20

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

-0.04%

Ann. -7.09% (Sharpe / Sortino numerator)

Volatility

2.81%

Sharpe ratio

-3.811

VaR 95%

-0.31%

CVaR 95%: -0.38%
Max drawdown: -1.31%
Sortino ratio: -5.296
Calmar ratio: -5.42

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

-0.17%

Ann. -1.85% (Sharpe / Sortino numerator)

Volatility

2.06%

Sharpe ratio

-2.654

VaR 95%

-0.28%

CVaR 95%: -0.37%
Max drawdown: -1.73%
Sortino ratio: -2.589
Calmar ratio: -1.07

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

0.96%

Ann. 1.25% (Sharpe / Sortino numerator)

Volatility

1.74%

Sharpe ratio

-1.370

VaR 95%

-0.19%

CVaR 95%: -0.31%
Max drawdown: -1.73%
Sortino ratio: -1.415
Calmar ratio: 0.72

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

4.19%

Ann. 4.23% (Sharpe / Sortino numerator)

Volatility

2.27%

Sharpe ratio

0.265

VaR 95%

-0.20%

CVaR 95%: -0.34%
Max drawdown: -1.73%
Sortino ratio: 0.309
Calmar ratio: 2.44

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

10.23%

Ann. 5.51% (Sharpe / Sortino numerator)

Volatility

2.65%

Sharpe ratio

0.709

VaR 95%

-0.23%

CVaR 95%: -0.37%
Max drawdown: -1.73%
Sortino ratio: 0.945
Calmar ratio: 3.18

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

15.77%

Ann. 4.95% (Sharpe / Sortino numerator)

Volatility

3.68%

Sharpe ratio

0.358

VaR 95%

-0.37%

CVaR 95%: -0.51%
Max drawdown: -4.19%
Sortino ratio: 0.523
Calmar ratio: 1.18

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

0.499%

01/08/2025
Worst day

-0.316%

12/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.20 $25.21 $25.18 $25.20 607,100
01/06/2026 $25.18 $25.20 $25.16 $25.20 398,700
29/05/2026 $25.30 $25.31 $25.29 $25.30 426,800
28/05/2026 $25.26 $25.30 $25.26 $25.28 560,500
27/05/2026 $25.27 $25.28 $25.26 $25.27 611,500
26/05/2026 $25.24 $25.26 $25.24 $25.25 712,600
22/05/2026 $25.25 $25.25 $25.21 $25.22 491,000
21/05/2026 $25.20 $25.24 $25.20 $25.23 658,800
20/05/2026 $25.20 $25.26 $25.19 $25.23 506,100
19/05/2026 $25.20 $25.21 $25.18 $25.20 580,300