Summary
IBIG
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.94% Volatility 3.36% Sharpe 0.24
Official loaded data — not a live quote.

ISHARES IBONDS OCT 2030 TERM TIPS ETF

Symbol: IBIG

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 19/09/2023

Latest date: 02/06/2026

Current price: $26.43

Expense ratio: 0.10%

Assets under management
$123.0M
-0.25% 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

-0.27%

Ann. -5.86% (Sharpe / Sortino numerator)

Volatility

3.73%

Sharpe ratio

-2.546

VaR 95%

-0.37%

CVaR 95%: -0.41%
Max drawdown: -1.35%
Sortino ratio: -5.152
Calmar ratio: -4.35

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

0.55%

Ann. 2.84% (Sharpe / Sortino numerator)

Volatility

2.83%

Sharpe ratio

-0.279

VaR 95%

-0.25%

CVaR 95%: -0.34%
Max drawdown: -1.52%
Sortino ratio: -0.496
Calmar ratio: 1.87

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

1.65%

Ann. 1.36% (Sharpe / Sortino numerator)

Volatility

2.52%

Sharpe ratio

-0.900

VaR 95%

-0.25%

CVaR 95%: -0.34%
Max drawdown: -1.52%
Sortino ratio: -1.463
Calmar ratio: 0.90

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

4.94%

Ann. 4.43% (Sharpe / Sortino numerator)

Volatility

3.36%

Sharpe ratio

0.237

VaR 95%

-0.31%

CVaR 95%: -0.49%
Max drawdown: -2.34%
Sortino ratio: 0.337
Calmar ratio: 1.89

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

11.72%

Ann. 5.83% (Sharpe / Sortino numerator)

Volatility

3.69%

Sharpe ratio

0.597

VaR 95%

-0.35%

CVaR 95%: -0.52%
Max drawdown: -3.21%
Sortino ratio: 0.852
Calmar ratio: 1.82

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

19.40%

Ann. 7.20% (Sharpe / Sortino numerator)

Volatility

4.27%

Sharpe ratio

0.846

VaR 95%

-0.39%

CVaR 95%: -0.58%
Max drawdown: -3.21%
Sortino ratio: 1.300
Calmar ratio: 2.24

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

0.718%

22/08/2025
Worst day

-0.444%

23/07/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.50 $26.50 $26.42 $26.43 24,500
01/06/2026 $26.44 $26.45 $26.42 $26.44 30,600
29/05/2026 $26.43 $26.45 $26.42 $26.45 13,500
28/05/2026 $26.43 $26.45 $26.40 $26.43 64,500
27/05/2026 $26.39 $26.40 $26.37 $26.38 17,100
26/05/2026 $26.36 $26.36 $26.32 $26.36 35,300
22/05/2026 $26.29 $26.30 $26.25 $26.29 13,100
21/05/2026 $26.29 $26.33 $26.29 $26.32 43,200
20/05/2026 $26.31 $26.36 $26.30 $26.34 10,900
19/05/2026 $26.33 $26.33 $26.29 $26.33 24,100