Summary
IBID
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 3.86% Volatility 1.74% Sharpe 0.06
Official loaded data — not a live quote.

ISHARES IBONDS OCT 2027 TERM TIPS ETF

Symbol: IBID

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 13/09/2023

Latest date: 17/07/2026

Current price: $25.72

Expense ratio: 0.10%

Assets under management
$116.7M
0.00% 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

0.33%

Ann. 4.39% (Sharpe / Sortino numerator)

Volatility

2.15%

Sharpe ratio

0.355

VaR 95%

-0.19%

CVaR 95%: -0.25%
Max drawdown: -0.36%
Sortino ratio: 0.468
Calmar ratio: 12.07

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

0.93%

Ann. 4.00% (Sharpe / Sortino numerator)

Volatility

1.41%

Sharpe ratio

0.260

VaR 95%

-0.17%

CVaR 95%: -0.22%
Max drawdown: -0.36%
Sortino ratio: 0.284
Calmar ratio: 10.99

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

2.40%

Ann. 2.58% (Sharpe / Sortino numerator)

Volatility

1.19%

Sharpe ratio

-0.881

VaR 95%

-0.12%

CVaR 95%: -0.18%
Max drawdown: -0.36%
Sortino ratio: -1.031
Calmar ratio: 7.10

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

3.86%

Ann. 3.74% (Sharpe / Sortino numerator)

Volatility

1.74%

Sharpe ratio

0.061

VaR 95%

-0.13%

CVaR 95%: -0.25%
Max drawdown: -0.99%
Sortino ratio: 0.078
Calmar ratio: 3.78

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

10.37%

Ann. 5.51% (Sharpe / Sortino numerator)

Volatility

1.87%

Sharpe ratio

1.006

VaR 95%

-0.16%

CVaR 95%: -0.26%
Max drawdown: -0.99%
Sortino ratio: 1.343
Calmar ratio: 5.57

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

16.20%

Ann. 5.56% (Sharpe / Sortino numerator)

Volatility

2.29%

Sharpe ratio

0.859

VaR 95%

-0.19%

CVaR 95%: -0.31%
Max drawdown: -1.14%
Sortino ratio: 1.251
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.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.015%

Best day

0.385%

01/08/2025
Worst day

-0.192%

25/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $25.72 $25.72 $25.70 $25.72 24,300
16/07/2026 $25.67 $25.70 $25.67 $25.69 21,400
15/07/2026 $25.65 $25.69 $25.65 $25.69 19,600
14/07/2026 $25.68 $25.68 $25.66 $25.66 53,700
13/07/2026 $25.70 $25.70 $25.68 $25.70 38,100
10/07/2026 $25.70 $25.70 $25.68 $25.68 11,500
09/07/2026 $25.69 $25.72 $25.68 $25.70 31,100
08/07/2026 $25.67 $25.71 $25.67 $25.71 20,600
07/07/2026 $25.66 $25.69 $25.63 $25.68 50,800
06/07/2026 $25.66 $25.67 $25.66 $25.66 32,100