Summary
IBTG
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 4.05% 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: 17/07/2026

Current price: $22.87

Expense ratio: 0.07%

Assets under management
$2.3B
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

0.33%

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

0.88%

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

1.75%

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

4.05%

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

8.90%

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

13.52%

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: 17/07/2025 - 17/07/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.016%

Best day

0.21%

01/08/2025
Worst day

-0.044%

10/11/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $22.86 $22.87 $22.86 $22.87 274,200
16/07/2026 $22.86 $22.87 $22.86 $22.86 550,500
15/07/2026 $22.86 $22.86 $22.85 $22.85 619,000
14/07/2026 $22.85 $22.86 $22.85 $22.85 316,000
13/07/2026 $22.85 $22.86 $22.85 $22.85 338,700
10/07/2026 $22.85 $22.86 $22.85 $22.85 252,500
09/07/2026 $22.84 $22.85 $22.84 $22.85 801,600
08/07/2026 $22.85 $22.85 $22.84 $22.85 495,700
07/07/2026 $22.85 $22.85 $22.84 $22.84 274,300
06/07/2026 $22.83 $22.84 $22.83 $22.83 440,400