Summary
IBDX
Prices · period metrics · 12M
NAV as of 16/07/2026
02/04/2025 → 02/04/2026
Return 4.87% Volatility 5.00% Sharpe 0.31
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2032 TERM CORPORATE ETF

Symbol: IBDX

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 28/06/2022

Latest date: 16/07/2026

Current price: $25.02

Expense ratio: 0.10%

Assets under management
$1.7B
0.24% 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

-0.20%

Ann. -16.72% (Sharpe / Sortino numerator)

Volatility

6.42%

Sharpe ratio

-3.169

VaR 95%

-0.71%

CVaR 95%: -0.76%
Max drawdown: -2.77%
Sortino ratio: -5.581
Calmar ratio: -6.04

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. -2.93% (Sharpe / Sortino numerator)

Volatility

4.57%

Sharpe ratio

-1.436

VaR 95%

-0.55%

CVaR 95%: -0.67%
Max drawdown: -3.37%
Sortino ratio: -1.909
Calmar ratio: -0.87

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

0.40%

Ann. -0.07% (Sharpe / Sortino numerator)

Volatility

3.84%

Sharpe ratio

-0.964

VaR 95%

-0.42%

CVaR 95%: -0.58%
Max drawdown: -3.37%
Sortino ratio: -1.306
Calmar ratio: -0.02

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

4.87%

Ann. 5.20% (Sharpe / Sortino numerator)

Volatility

5.00%

Sharpe ratio

0.314

VaR 95%

-0.43%

CVaR 95%: -0.77%
Max drawdown: -3.37%
Sortino ratio: 0.397
Calmar ratio: 1.54

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

10.50%

Ann. 6.16% (Sharpe / Sortino numerator)

Volatility

5.25%

Sharpe ratio

0.482

VaR 95%

-0.47%

CVaR 95%: -0.75%
Max drawdown: -4.72%
Sortino ratio: 0.685
Calmar ratio: 1.30

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

17.80%

Ann. 5.12% (Sharpe / Sortino numerator)

Volatility

6.24%

Sharpe ratio

0.239

VaR 95%

-0.66%

CVaR 95%: -0.88%
Max drawdown: -8.10%
Sortino ratio: 0.360
Calmar ratio: 0.63

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: 16/07/2025 - 16/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.019%

Best day

0.827%

01/08/2025
Worst day

-0.791%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
16/07/2026 $24.96 $25.03 $24.96 $25.02 220,500
15/07/2026 $24.98 $25.05 $24.98 $25.03 399,700
14/07/2026 $24.93 $24.97 $24.92 $24.95 137,000
13/07/2026 $24.94 $24.95 $24.86 $24.86 188,800
10/07/2026 $24.98 $25.16 $24.95 $24.96 151,100
09/07/2026 $24.99 $25.05 $24.97 $25.00 182,800
08/07/2026 $24.96 $25.14 $24.92 $24.97 290,500
07/07/2026 $25.07 $25.13 $25.00 $25.00 233,300
06/07/2026 $25.10 $25.12 $25.08 $25.12 302,600
02/07/2026 $25.08 $25.13 $25.02 $25.09 237,600