Summary
IBMO
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 2.59% Volatility 1.41% Sharpe -0.95
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF

Symbol: IBMO

Exchange: BATS

Sector: N/A

Category: Muni Target Maturity

Inception date: 02/04/2019

Latest date: 02/06/2026

Current price: $25.62

Expense ratio: 0.18%

Assets under management
$582.4M
-0.12% 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

0.06%

Ann. -1.53% (Sharpe / Sortino numerator)

Volatility

1.50%

Sharpe ratio

-3.427

VaR 95%

-0.15%

CVaR 95%: -0.19%
Max drawdown: -0.16%
Sortino ratio: -5.192
Calmar ratio: -9.81

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

0.30%

Ann. 0.70% (Sharpe / Sortino numerator)

Volatility

1.34%

Sharpe ratio

-2.194

VaR 95%

-0.15%

CVaR 95%: -0.18%
Max drawdown: -0.49%
Sortino ratio: -3.266
Calmar ratio: 1.44

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

1.01%

Ann. 1.83% (Sharpe / Sortino numerator)

Volatility

1.39%

Sharpe ratio

-1.290

VaR 95%

-0.15%

CVaR 95%: -0.19%
Max drawdown: -0.49%
Sortino ratio: -2.040
Calmar ratio: 3.77

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

2.59%

Ann. 2.28% (Sharpe / Sortino numerator)

Volatility

1.41%

Sharpe ratio

-0.953

VaR 95%

-0.12%

CVaR 95%: -0.21%
Max drawdown: -0.96%
Sortino ratio: -1.121
Calmar ratio: 2.38

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

5.81%

Ann. 2.80% (Sharpe / Sortino numerator)

Volatility

1.51%

Sharpe ratio

-0.547

VaR 95%

-0.13%

CVaR 95%: -0.22%
Max drawdown: -0.96%
Sortino ratio: -0.722
Calmar ratio: 2.93

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

8.30%

Ann. 2.17% (Sharpe / Sortino numerator)

Volatility

1.75%

Sharpe ratio

-0.831

VaR 95%

-0.18%

CVaR 95%: -0.26%
Max drawdown: -2.79%
Sortino ratio: -1.128
Calmar ratio: 0.78

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.

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

0.01%

Best day

0.234%

05/12/2025
Worst day

-0.233%

26/12/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.65 $25.65 $25.58 $25.62 153,500
01/06/2026 $25.64 $25.64 $25.57 $25.60 69,800
29/05/2026 $25.67 $25.68 $25.64 $25.66 66,600
28/05/2026 $25.66 $25.68 $25.63 $25.64 32,100
27/05/2026 $25.65 $25.66 $25.62 $25.64 58,800
26/05/2026 $25.62 $25.68 $25.62 $25.66 86,000
22/05/2026 $25.65 $25.67 $25.61 $25.64 72,200
21/05/2026 $25.64 $25.66 $25.61 $25.64 129,900
20/05/2026 $25.66 $25.66 $25.60 $25.62 38,900
19/05/2026 $25.63 $25.63 $25.60 $25.62 32,400