Summary
IBHJ
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 7.26% Volatility 6.59% Sharpe 0.41
Official loaded data — not a live quote.

ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF

Symbol: IBHJ

Exchange: BATS

Sector: N/A

Category: Target Maturity

Inception date: 21/06/2023

Latest date: 02/06/2026

Current price: $26.36

Expense ratio: 0.35%

Assets under management
$133.4M
-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

0.29%

Ann. -11.37% (Sharpe / Sortino numerator)

Volatility

8.43%

Sharpe ratio

-1.779

VaR 95%

-0.82%

CVaR 95%: -0.85%
Max drawdown: -2.34%
Sortino ratio: -3.176
Calmar ratio: -4.86

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

0.70%

Ann. -4.44% (Sharpe / Sortino numerator)

Volatility

5.76%

Sharpe ratio

-1.401

VaR 95%

-0.80%

CVaR 95%: -0.86%
Max drawdown: -3.54%
Sortino ratio: -1.734
Calmar ratio: -1.25

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

1.97%

Ann. 0.47% (Sharpe / Sortino numerator)

Volatility

4.83%

Sharpe ratio

-0.654

VaR 95%

-0.50%

CVaR 95%: -0.76%
Max drawdown: -3.54%
Sortino ratio: -0.811
Calmar ratio: 0.13

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

7.26%

Ann. 6.34% (Sharpe / Sortino numerator)

Volatility

6.59%

Sharpe ratio

0.412

VaR 95%

-0.50%

CVaR 95%: -1.04%
Max drawdown: -4.04%
Sortino ratio: 0.434
Calmar ratio: 1.57

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

14.15%

Ann. 7.10% (Sharpe / Sortino numerator)

Volatility

5.74%

Sharpe ratio

0.605

VaR 95%

-0.46%

CVaR 95%: -0.82%
Max drawdown: -4.93%
Sortino ratio: 0.720
Calmar ratio: 1.44

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

26.66%

Ann. 8.74% (Sharpe / Sortino numerator)

Volatility

6.05%

Sharpe ratio

0.851

VaR 95%

-0.50%

CVaR 95%: -0.84%
Max drawdown: -4.93%
Sortino ratio: 1.130
Calmar ratio: 1.77

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

0.028%

Best day

0.898%

22/08/2025
Worst day

-0.873%

12/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.37 $26.38 $26.33 $26.36 35,200
01/06/2026 $26.27 $26.35 $26.27 $26.34 19,100
29/05/2026 $26.48 $26.52 $26.48 $26.52 20,600
28/05/2026 $26.45 $26.48 $26.43 $26.47 18,400
27/05/2026 $26.46 $26.46 $26.42 $26.43 10,100
26/05/2026 $26.39 $26.43 $26.39 $26.42 25,300
22/05/2026 $26.34 $26.38 $26.33 $26.38 11,000
21/05/2026 $26.31 $26.36 $26.28 $26.33 14,600
20/05/2026 $26.22 $26.35 $26.22 $26.33 12,800
19/05/2026 $26.22 $26.22 $26.16 $26.18 16,600