Summary
IBHL
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 7.16% Volatility 4.10% Sharpe 0.98
Official loaded data — not a live quote.

ISHARES IBONDS 2032 TERM HIGH YIELD AND INCOME ETF

Symbol: IBHL

Exchange: BATS

Sector: N/A

Category: Target Maturity

Inception date: 25/03/2025

Latest date: 02/06/2026

Current price: $25.38

Expense ratio: 0.35%

Assets under management
$19.1M
0.02% 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

0.22%

Ann. 2.37% (Sharpe / Sortino numerator)

Volatility

4.80%

Sharpe ratio

-0.263

VaR 95%

-0.39%

CVaR 95%: -0.41%
Max drawdown: -1.21%
Sortino ratio: -0.498
Calmar ratio: 1.96

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

0.06%

Ann. 1.47% (Sharpe / Sortino numerator)

Volatility

6.15%

Sharpe ratio

-0.351

VaR 95%

-0.60%

CVaR 95%: -0.75%
Max drawdown: -2.65%
Sortino ratio: -0.611
Calmar ratio: 0.56

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

1.23%

Ann. 3.05% (Sharpe / Sortino numerator)

Volatility

4.56%

Sharpe ratio

-0.127

VaR 95%

-0.45%

CVaR 95%: -0.63%
Max drawdown: -3.03%
Sortino ratio: -0.185
Calmar ratio: 1.01

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

7.16%

Ann. 7.64% (Sharpe / Sortino numerator)

Volatility

4.10%

Sharpe ratio

0.978

VaR 95%

-0.37%

CVaR 95%: -0.54%
Max drawdown: -3.03%
Sortino ratio: 1.516
Calmar ratio: 2.52

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

1.089%

31/03/2026
Worst day

-0.888%

26/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.37 $25.39 $25.33 $25.38 7,400
01/06/2026 $25.32 $25.36 $25.30 $25.35 6,100
29/05/2026 $25.50 $25.53 $25.46 $25.53 5,400
28/05/2026 $25.34 $25.46 $25.34 $25.45 1,900
27/05/2026 $25.45 $25.46 $25.40 $25.42 10,900
26/05/2026 $25.43 $25.43 $25.43 $25.43 200
22/05/2026 $25.39 $25.39 $25.34 $25.34 900
21/05/2026 $25.28 $25.34 $25.27 $25.34 5,000
20/05/2026 $25.21 $25.36 $25.18 $25.34 11,300
19/05/2026 $25.13 $25.18 $25.13 $25.16 2,800