Summary
IBDY
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 6.01% Volatility 5.56% Sharpe 0.31
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2033 TERM CORPORATE ETF

Symbol: IBDY

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 21/06/2023

Latest date: 02/06/2026

Current price: $25.72

Expense ratio: 0.10%

Assets under management
$1.1B
-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

0.10%

Ann. -16.55% (Sharpe / Sortino numerator)

Volatility

6.88%

Sharpe ratio

-2.932

VaR 95%

-0.70%

CVaR 95%: -0.84%
Max drawdown: -2.88%
Sortino ratio: -5.184
Calmar ratio: -5.75

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

-1.26%

Ann. -2.88% (Sharpe / Sortino numerator)

Volatility

4.83%

Sharpe ratio

-1.347

VaR 95%

-0.50%

CVaR 95%: -0.68%
Max drawdown: -3.47%
Sortino ratio: -1.787
Calmar ratio: -0.83

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

0.16%

Ann. -0.20% (Sharpe / Sortino numerator)

Volatility

4.18%

Sharpe ratio

-0.917

VaR 95%

-0.45%

CVaR 95%: -0.59%
Max drawdown: -3.47%
Sortino ratio: -1.306
Calmar ratio: -0.06

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

6.01%

Ann. 5.36% (Sharpe / Sortino numerator)

Volatility

5.56%

Sharpe ratio

0.311

VaR 95%

-0.46%

CVaR 95%: -0.86%
Max drawdown: -3.47%
Sortino ratio: 0.378
Calmar ratio: 1.55

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

11.12%

Ann. 6.12% (Sharpe / Sortino numerator)

Volatility

5.68%

Sharpe ratio

0.438

VaR 95%

-0.52%

CVaR 95%: -0.82%
Max drawdown: -5.09%
Sortino ratio: 0.607
Calmar ratio: 1.20

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

16.61%

Ann. 5.73% (Sharpe / Sortino numerator)

Volatility

6.41%

Sharpe ratio

0.333

VaR 95%

-0.65%

CVaR 95%: -0.91%
Max drawdown: -7.53%
Sortino ratio: 0.498
Calmar ratio: 0.76

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

0.797%

01/08/2025
Worst day

-0.946%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.74 $25.75 $25.71 $25.72 92,900
01/06/2026 $25.65 $25.73 $25.63 $25.73 218,300
29/05/2026 $25.84 $25.89 $25.83 $25.83 124,900
28/05/2026 $25.79 $25.84 $25.74 $25.82 178,400
27/05/2026 $25.76 $25.80 $25.75 $25.77 176,700
26/05/2026 $25.75 $25.79 $25.72 $25.75 168,300
22/05/2026 $25.70 $25.70 $25.61 $25.66 124,600
21/05/2026 $25.55 $25.65 $25.52 $25.64 111,200
20/05/2026 $25.47 $25.63 $25.46 $25.62 117,000
19/05/2026 $25.46 $25.51 $25.42 $25.45 221,600