Summary
IBIE
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.68% Volatility 2.10% Sharpe 0.02
Official loaded data — not a live quote.

ISHARES IBONDS OCT 2028 TERM TIPS ETF

Symbol: IBIE

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 13/09/2023

Latest date: 02/06/2026

Current price: $26.46

Expense ratio: 0.10%

Assets under management
$146.3M
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

0.23%

Ann. 0.84% (Sharpe / Sortino numerator)

Volatility

2.30%

Sharpe ratio

-1.214

VaR 95%

-0.17%

CVaR 95%: -0.24%
Max drawdown: -0.55%
Sortino ratio: -2.188
Calmar ratio: 1.52

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.

Period total return

1.33%

Ann. 3.24% (Sharpe / Sortino numerator)

Volatility

1.68%

Sharpe ratio

-0.229

VaR 95%

-0.15%

CVaR 95%: -0.20%
Max drawdown: -0.55%
Sortino ratio: -0.362
Calmar ratio: 5.88

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

2.10%

Ann. 2.01% (Sharpe / Sortino numerator)

Volatility

1.45%

Sharpe ratio

-1.116

VaR 95%

-0.13%

CVaR 95%: -0.19%
Max drawdown: -0.55%
Sortino ratio: -1.733
Calmar ratio: 3.65

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

4.68%

Ann. 3.68% (Sharpe / Sortino numerator)

Volatility

2.10%

Sharpe ratio

0.023

VaR 95%

-0.16%

CVaR 95%: -0.32%
Max drawdown: -1.24%
Sortino ratio: 0.030
Calmar ratio: 2.96

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

11.67%

Ann. 5.66% (Sharpe / Sortino numerator)

Volatility

2.37%

Sharpe ratio

0.858

VaR 95%

-0.20%

CVaR 95%: -0.33%
Max drawdown: -1.70%
Sortino ratio: 1.183
Calmar ratio: 3.34

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

15.90%

Ann. 5.63% (Sharpe / Sortino numerator)

Volatility

2.87%

Sharpe ratio

0.711

VaR 95%

-0.24%

CVaR 95%: -0.39%
Max drawdown: -1.70%
Sortino ratio: 1.070
Calmar ratio: 3.32

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

0.018%

Best day

0.514%

22/08/2025
Worst day

-0.268%

06/06/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.45 $26.46 $26.44 $26.46 12,500
01/06/2026 $26.46 $26.46 $26.42 $26.44 28,900
29/05/2026 $26.39 $26.43 $26.39 $26.43 43,100
28/05/2026 $26.42 $26.42 $26.39 $26.41 30,500
27/05/2026 $26.39 $26.39 $26.35 $26.38 14,100
26/05/2026 $26.32 $26.37 $26.32 $26.37 45,800
22/05/2026 $26.39 $26.39 $26.32 $26.34 24,500
21/05/2026 $26.35 $26.38 $26.34 $26.35 95,300
20/05/2026 $26.35 $26.38 $26.35 $26.38 9,500
19/05/2026 $26.39 $26.39 $26.36 $26.38 24,700