Summary
IBTG
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 3.80% Volatility 0.78% Sharpe -0.28
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2026 TERM TREASURY ETF

Symbol: IBTG

Exchange: NASDAQ

Sector: N/A

Category: Target Maturity

Inception date: 25/02/2020

Latest date: 02/06/2026

Current price: $22.84

Expense ratio: 0.07%

Assets under management
$2.3B
0.02% 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

-0.04%

Ann. 0.00% (Sharpe / Sortino numerator)

Volatility

1.15%

Sharpe ratio

-3.155

VaR 95%

-0.02%

CVaR 95%: -0.17%
Max drawdown: -0.31%
Sortino ratio: -1.585
Calmar ratio: 0.00

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

0.56%

Ann. 0.85% (Sharpe / Sortino numerator)

Volatility

0.97%

Sharpe ratio

-2.864

VaR 95%

-0.02%

CVaR 95%: -0.16%
Max drawdown: -0.59%
Sortino ratio: -1.772
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

1.47%

Ann. 2.41% (Sharpe / Sortino numerator)

Volatility

0.78%

Sharpe ratio

-1.563

VaR 95%

-0.04%

CVaR 95%: -0.11%
Max drawdown: -0.59%
Sortino ratio: -1.057
Calmar ratio: 4.06

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

3.80%

Ann. 3.41% (Sharpe / Sortino numerator)

Volatility

0.78%

Sharpe ratio

-0.283

VaR 95%

-0.04%

CVaR 95%: -0.11%
Max drawdown: -0.59%
Sortino ratio: -0.254
Calmar ratio: 5.75

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

8.38%

Ann. 4.40% (Sharpe / Sortino numerator)

Volatility

1.25%

Sharpe ratio

0.619

VaR 95%

-0.09%

CVaR 95%: -0.17%
Max drawdown: -0.77%
Sortino ratio: 0.715
Calmar ratio: 5.69

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

11.42%

Ann. 3.59% (Sharpe / Sortino numerator)

Volatility

2.14%

Sharpe ratio

-0.018

VaR 95%

-0.21%

CVaR 95%: -0.31%
Max drawdown: -2.84%
Sortino ratio: -0.025
Calmar ratio: 1.26

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

0.015%

Best day

0.21%

01/08/2025
Worst day

-0.341%

26/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $22.83 $22.84 $22.83 $22.84 384,200
01/06/2026 $22.84 $22.84 $22.83 $22.84 251,200
29/05/2026 $22.90 $22.91 $22.90 $22.91 522,400
28/05/2026 $22.90 $22.90 $22.89 $22.89 420,200
27/05/2026 $22.89 $22.90 $22.89 $22.89 458,100
26/05/2026 $22.89 $22.90 $22.89 $22.89 653,900
22/05/2026 $22.90 $22.90 $22.89 $22.89 312,300
21/05/2026 $22.88 $22.89 $22.88 $22.88 266,400
20/05/2026 $22.87 $22.88 $22.87 $22.88 461,200
19/05/2026 $22.87 $22.88 $22.87 $22.87 466,900