Summary
IBHF
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.22% Volatility 3.04% Sharpe 0.30
Official loaded data — not a live quote.

ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF

Symbol: IBHF

Exchange: BATS

Sector: Energy

Category: Target Maturity

Inception date: 10/11/2020

Latest date: 02/06/2026

Current price: $22.62

Expense ratio: 0.35%

Assets under management
$998.0M
0.13% 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

-0.48%

Ann. -6.47% (Sharpe / Sortino numerator)

Volatility

2.46%

Sharpe ratio

-4.106

VaR 95%

-0.29%

CVaR 95%: -0.38%
Max drawdown: -0.98%
Sortino ratio: -4.621
Calmar ratio: -6.62

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

-0.67%

Ann. -1.64% (Sharpe / Sortino numerator)

Volatility

2.01%

Sharpe ratio

-2.627

VaR 95%

-0.20%

CVaR 95%: -0.36%
Max drawdown: -1.49%
Sortino ratio: -2.634
Calmar ratio: -1.10

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

0.41%

Ann. 0.88% (Sharpe / Sortino numerator)

Volatility

1.86%

Sharpe ratio

-1.482

VaR 95%

-0.18%

CVaR 95%: -0.29%
Max drawdown: -1.49%
Sortino ratio: -1.806
Calmar ratio: 0.59

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

4.22%

Ann. 4.53% (Sharpe / Sortino numerator)

Volatility

3.04%

Sharpe ratio

0.298

VaR 95%

-0.23%

CVaR 95%: -0.43%
Max drawdown: -1.83%
Sortino ratio: 0.345
Calmar ratio: 2.48

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

10.93%

Ann. 6.54% (Sharpe / Sortino numerator)

Volatility

2.80%

Sharpe ratio

1.038

VaR 95%

-0.22%

CVaR 95%: -0.39%
Max drawdown: -2.53%
Sortino ratio: 1.283
Calmar ratio: 2.59

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

20.98%

Ann. 7.26% (Sharpe / Sortino numerator)

Volatility

3.52%

Sharpe ratio

1.032

VaR 95%

-0.34%

CVaR 95%: -0.48%
Max drawdown: -2.53%
Sortino ratio: 1.465
Calmar ratio: 2.87

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.

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

0.644%

26/08/2025
Worst day

-0.475%

26/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $22.59 $22.65 $22.59 $22.62 339,000
01/06/2026 $22.60 $22.63 $22.60 $22.62 572,400
29/05/2026 $22.71 $22.75 $22.71 $22.71 722,500
28/05/2026 $22.75 $22.75 $22.72 $22.73 430,400
27/05/2026 $22.77 $22.78 $22.71 $22.71 372,200
26/05/2026 $22.79 $22.80 $22.73 $22.78 337,000
22/05/2026 $22.78 $22.82 $22.76 $22.78 333,200
21/05/2026 $22.79 $22.81 $22.78 $22.80 324,800
20/05/2026 $22.77 $22.81 $22.72 $22.81 507,800
19/05/2026 $22.69 $22.85 $22.69 $22.85 1,437,200