Summary
IBDX
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 6.11% 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: 02/06/2026

Current price: $25.12

Expense ratio: 0.10%

Assets under management
$1.6B
-0.08% 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. -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

-1.32%

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

0.18%

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

6.11%

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

11.23%

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

16.57%

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: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.024%

Best day

0.828%

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
02/06/2026 $25.14 $25.14 $25.10 $25.12 330,200
01/06/2026 $25.08 $25.11 $25.04 $25.11 295,300
29/05/2026 $25.24 $25.29 $25.23 $25.25 160,000
28/05/2026 $25.18 $25.25 $25.16 $25.22 297,400
27/05/2026 $25.16 $25.20 $25.16 $25.18 177,200
26/05/2026 $25.17 $25.18 $25.12 $25.17 214,900
22/05/2026 $25.17 $25.17 $25.04 $25.08 288,500
21/05/2026 $25.00 $25.09 $24.97 $25.06 146,900
20/05/2026 $24.93 $25.08 $24.92 $25.06 140,300
19/05/2026 $24.93 $24.97 $24.89 $24.92 655,000