Summary
IBIF
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.86% Volatility 2.80% Sharpe 0.21
Official loaded data — not a live quote.

ISHARES IBONDS OCT 2029 TERM TIPS ETF

Symbol: IBIF

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 19/09/2023

Latest date: 02/06/2026

Current price: $26.45

Expense ratio: 0.10%

Assets under management
$96.4M
-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

-0.09%

Ann. -3.08% (Sharpe / Sortino numerator)

Volatility

3.10%

Sharpe ratio

-2.168

VaR 95%

-0.29%

CVaR 95%: -0.36%
Max drawdown: -0.95%
Sortino ratio: -3.750
Calmar ratio: -3.25

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

0.92%

Ann. 2.92% (Sharpe / Sortino numerator)

Volatility

2.27%

Sharpe ratio

-0.313

VaR 95%

-0.19%

CVaR 95%: -0.28%
Max drawdown: -1.02%
Sortino ratio: -0.496
Calmar ratio: 2.85

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

1.93%

Ann. 1.61% (Sharpe / Sortino numerator)

Volatility

1.98%

Sharpe ratio

-1.023

VaR 95%

-0.18%

CVaR 95%: -0.27%
Max drawdown: -1.02%
Sortino ratio: -1.585
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

4.86%

Ann. 4.23% (Sharpe / Sortino numerator)

Volatility

2.80%

Sharpe ratio

0.214

VaR 95%

-0.23%

CVaR 95%: -0.41%
Max drawdown: -1.87%
Sortino ratio: 0.287
Calmar ratio: 2.26

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

11.60%

Ann. 5.68% (Sharpe / Sortino numerator)

Volatility

3.05%

Sharpe ratio

0.674

VaR 95%

-0.27%

CVaR 95%: -0.43%
Max drawdown: -2.50%
Sortino ratio: 0.948
Calmar ratio: 2.27

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

17.09%

Ann. 6.21% (Sharpe / Sortino numerator)

Volatility

3.56%

Sharpe ratio

0.735

VaR 95%

-0.30%

CVaR 95%: -0.48%
Max drawdown: -2.50%
Sortino ratio: 1.118
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.

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

0.019%

Best day

0.581%

22/08/2025
Worst day

-0.341%

29/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.48 $26.48 $26.42 $26.45 17,700
01/06/2026 $26.47 $26.48 $26.41 $26.44 15,100
29/05/2026 $26.44 $26.44 $26.39 $26.43 15,600
28/05/2026 $26.40 $26.43 $26.39 $26.41 33,400
27/05/2026 $26.38 $26.38 $26.36 $26.38 31,700
26/05/2026 $26.34 $26.37 $26.32 $26.36 28,200
22/05/2026 $26.31 $26.33 $26.29 $26.32 16,500
21/05/2026 $26.35 $26.36 $26.32 $26.33 11,200
20/05/2026 $26.35 $26.39 $26.35 $26.36 11,500
19/05/2026 $26.36 $26.37 $26.34 $26.36 19,400