Summary
IBDU
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.46% Volatility 3.18% Sharpe 0.29
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2029 TERM CORPORATE ETF

Symbol: IBDU

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 17/09/2019

Latest date: 02/06/2026

Current price: $23.12

Expense ratio: 0.10%

Assets under management
$3.7B
-0.04% 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

-0.13%

Ann. -10.24% (Sharpe / Sortino numerator)

Volatility

3.53%

Sharpe ratio

-3.928

VaR 95%

-0.42%

CVaR 95%: -0.43%
Max drawdown: -1.32%
Sortino ratio: -5.745
Calmar ratio: -7.74

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

-0.56%

Ann. -2.12% (Sharpe / Sortino numerator)

Volatility

2.63%

Sharpe ratio

-2.185

VaR 95%

-0.40%

CVaR 95%: -0.42%
Max drawdown: -2.29%
Sortino ratio: -2.556
Calmar ratio: -0.93

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

0.72%

Ann. 0.95% (Sharpe / Sortino numerator)

Volatility

2.30%

Sharpe ratio

-1.167

VaR 95%

-0.28%

CVaR 95%: -0.37%
Max drawdown: -2.29%
Sortino ratio: -1.510
Calmar ratio: 0.41

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

4.46%

Ann. 4.56% (Sharpe / Sortino numerator)

Volatility

3.18%

Sharpe ratio

0.293

VaR 95%

-0.30%

CVaR 95%: -0.47%
Max drawdown: -2.29%
Sortino ratio: 0.357
Calmar ratio: 2.00

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

10.71%

Ann. 5.75% (Sharpe / Sortino numerator)

Volatility

3.44%

Sharpe ratio

0.617

VaR 95%

-0.30%

CVaR 95%: -0.47%
Max drawdown: -2.50%
Sortino ratio: 0.854
Calmar ratio: 2.30

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

16.58%

Ann. 5.11% (Sharpe / Sortino numerator)

Volatility

4.55%

Sharpe ratio

0.324

VaR 95%

-0.44%

CVaR 95%: -0.62%
Max drawdown: -4.96%
Sortino ratio: 0.498
Calmar ratio: 1.03

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

0.017%

Best day

0.609%

01/08/2025
Worst day

-0.429%

12/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $23.13 $23.13 $23.11 $23.12 4,747,800
01/06/2026 $23.10 $23.12 $23.07 $23.12 498,300
29/05/2026 $23.22 $23.24 $23.21 $23.22 378,200
28/05/2026 $23.19 $23.22 $23.17 $23.20 614,900
27/05/2026 $23.16 $23.19 $23.16 $23.18 504,600
26/05/2026 $23.16 $23.18 $23.15 $23.16 567,500
22/05/2026 $23.16 $23.16 $23.11 $23.13 462,300
21/05/2026 $23.10 $23.14 $23.08 $23.14 665,400
20/05/2026 $23.08 $23.15 $23.07 $23.12 514,500
19/05/2026 $23.07 $23.09 $23.05 $23.07 1,349,100