Summary
IBMT
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 4.86% Volatility 2.75% Sharpe 0.49
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2031 TERM MUNI BOND ETF

Symbol: IBMT

Exchange: BATS

Sector: N/A

Category: Muni Target Maturity

Inception date: 25/03/2025

Latest date: 02/06/2026

Current price: $25.75

Expense ratio: 0.18%

Assets under management
$87.5M
0.04% 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

0.18%

Ann. -0.49% (Sharpe / Sortino numerator)

Volatility

2.52%

Sharpe ratio

-1.636

VaR 95%

-0.25%

CVaR 95%: -0.31%
Max drawdown: -0.95%
Sortino ratio: -2.516
Calmar ratio: -0.51

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

-1.47%

Ann. -6.05% (Sharpe / Sortino numerator)

Volatility

3.47%

Sharpe ratio

-2.791

VaR 95%

-0.45%

CVaR 95%: -0.57%
Max drawdown: -2.74%
Sortino ratio: -3.296
Calmar ratio: -2.21

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

0.50%

Ann. 0.61% (Sharpe / Sortino numerator)

Volatility

2.90%

Sharpe ratio

-1.041

VaR 95%

-0.36%

CVaR 95%: -0.48%
Max drawdown: -3.09%
Sortino ratio: -1.260
Calmar ratio: 0.20

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

4.86%

Ann. 4.99% (Sharpe / Sortino numerator)

Volatility

2.75%

Sharpe ratio

0.494

VaR 95%

-0.25%

CVaR 95%: -0.40%
Max drawdown: -3.09%
Sortino ratio: 0.675
Calmar ratio: 1.61

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

0.623%

01/08/2025
Worst day

-0.675%

24/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.74 $25.76 $25.74 $25.75 16,700
01/06/2026 $25.67 $25.75 $25.66 $25.70 45,700
29/05/2026 $25.82 $25.82 $25.70 $25.70 14,200
28/05/2026 $25.69 $25.73 $25.69 $25.73 9,600
27/05/2026 $25.68 $25.70 $25.66 $25.69 48,900
26/05/2026 $25.67 $25.69 $25.66 $25.67 74,900
22/05/2026 $25.60 $25.61 $25.58 $25.58 7,500
21/05/2026 $25.55 $25.59 $25.55 $25.58 16,400
20/05/2026 $25.55 $25.59 $25.53 $25.57 15,600
19/05/2026 $25.53 $25.53 $25.51 $25.51 7,300