Summary
IBIH
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 5.33% Volatility 3.97% Sharpe 0.22
Official loaded data — not a live quote.

ISHARES IBONDS OCT 2031 TERM TIPS ETF

Symbol: IBIH

Exchange: NYSE

Sector: N/A

Category: Target Maturity

Inception date: 19/09/2023

Latest date: 02/06/2026

Current price: $26.40

Expense ratio: 0.10%

Assets under management
$50.2M
-0.17% 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

-0.38%

Ann. -8.57% (Sharpe / Sortino numerator)

Volatility

4.54%

Sharpe ratio

-2.689

VaR 95%

-0.49%

CVaR 95%: -0.53%
Max drawdown: -1.74%
Sortino ratio: -4.510
Calmar ratio: -4.92

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

0.33%

Ann. 2.64% (Sharpe / Sortino numerator)

Volatility

3.42%

Sharpe ratio

-0.291

VaR 95%

-0.33%

CVaR 95%: -0.45%
Max drawdown: -2.00%
Sortino ratio: -0.455
Calmar ratio: 1.31

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

1.54%

Ann. 1.17% (Sharpe / Sortino numerator)

Volatility

3.04%

Sharpe ratio

-0.811

VaR 95%

-0.28%

CVaR 95%: -0.42%
Max drawdown: -2.00%
Sortino ratio: -1.244
Calmar ratio: 0.58

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

5.33%

Ann. 4.51% (Sharpe / Sortino numerator)

Volatility

3.97%

Sharpe ratio

0.221

VaR 95%

-0.36%

CVaR 95%: -0.59%
Max drawdown: -2.96%
Sortino ratio: 0.312
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

11.78%

Ann. 5.87% (Sharpe / Sortino numerator)

Volatility

4.29%

Sharpe ratio

0.521

VaR 95%

-0.42%

CVaR 95%: -0.61%
Max drawdown: -3.94%
Sortino ratio: 0.762
Calmar ratio: 1.49

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

16.69%

Ann. 6.18% (Sharpe / Sortino numerator)

Volatility

4.99%

Sharpe ratio

0.519

VaR 95%

-0.50%

CVaR 95%: -0.70%
Max drawdown: -3.94%
Sortino ratio: 0.790
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.

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

0.021%

Best day

0.794%

22/08/2025
Worst day

-0.57%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $26.44 $26.44 $26.40 $26.40 2,400
01/06/2026 $26.44 $26.44 $26.39 $26.43 21,900
29/05/2026 $26.44 $26.44 $26.40 $26.42 8,700
28/05/2026 $26.38 $26.42 $26.38 $26.40 19,200
27/05/2026 $26.35 $26.37 $26.34 $26.36 12,000
26/05/2026 $26.26 $26.34 $26.26 $26.33 16,300
22/05/2026 $26.29 $26.29 $26.20 $26.21 8,100
21/05/2026 $26.27 $26.28 $26.25 $26.25 5,200
20/05/2026 $26.26 $26.31 $26.24 $26.30 5,900
19/05/2026 $26.27 $26.28 $26.24 $26.25 15,200