Summary
IBMP
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 2.84% Volatility 1.49% Sharpe -0.57
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF

Symbol: IBMP

Exchange: BATS

Sector: N/A

Category: Muni Target Maturity

Inception date: 09/04/2019

Latest date: 02/06/2026

Current price: $25.35

Expense ratio: 0.18%

Assets under management
$631.8M
0.00% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
--
--

Performance metrics

Period total return

0.00%

Ann. -4.62% (Sharpe / Sortino numerator)

Volatility

2.01%

Sharpe ratio

-4.104

VaR 95%

-0.16%

CVaR 95%: -0.30%
Max drawdown: -0.35%
Sortino ratio: -4.434
Calmar ratio: -13.07

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

-0.22%

Ann. 0.75% (Sharpe / Sortino numerator)

Volatility

1.51%

Sharpe ratio

-1.901

VaR 95%

-0.16%

CVaR 95%: -0.24%
Max drawdown: -0.77%
Sortino ratio: -1.895
Calmar ratio: 0.97

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

1.05%

Ann. 1.51% (Sharpe / Sortino numerator)

Volatility

1.32%

Sharpe ratio

-1.608

VaR 95%

-0.12%

CVaR 95%: -0.21%
Max drawdown: -0.77%
Sortino ratio: -1.787
Calmar ratio: 1.96

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

2.84%

Ann. 2.78% (Sharpe / Sortino numerator)

Volatility

1.49%

Sharpe ratio

-0.570

VaR 95%

-0.12%

CVaR 95%: -0.24%
Max drawdown: -1.26%
Sortino ratio: -0.581
Calmar ratio: 2.20

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

6.34%

Ann. 3.00% (Sharpe / Sortino numerator)

Volatility

1.88%

Sharpe ratio

-0.337

VaR 95%

-0.16%

CVaR 95%: -0.29%
Max drawdown: -1.26%
Sortino ratio: -0.402
Calmar ratio: 2.37

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

8.27%

Ann. 2.20% (Sharpe / Sortino numerator)

Volatility

2.18%

Sharpe ratio

-0.654

VaR 95%

-0.22%

CVaR 95%: -0.33%
Max drawdown: -3.89%
Sortino ratio: -0.854
Calmar ratio: 0.57

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

0.011%

Best day

0.248%

01/08/2025
Worst day

-0.244%

26/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.35 $25.36 $25.34 $25.35 177,100
01/06/2026 $25.36 $25.36 $25.33 $25.35 46,900
29/05/2026 $25.39 $25.40 $25.38 $25.39 94,000
28/05/2026 $25.39 $25.41 $25.38 $25.40 53,700
27/05/2026 $25.38 $25.39 $25.37 $25.39 64,000
26/05/2026 $25.38 $25.39 $25.37 $25.38 63,000
22/05/2026 $25.34 $25.39 $25.34 $25.39 90,100
21/05/2026 $25.34 $25.35 $25.34 $25.35 55,200
20/05/2026 $25.34 $25.36 $25.33 $25.33 72,000
19/05/2026 $25.34 $25.36 $25.32 $25.35 75,900