Summary
IBTI
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 3.38% Volatility 2.23% Sharpe -0.07
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2028 TERM TREASURY ETF

Symbol: IBTI

Exchange: NASDAQ

Sector: N/A

Category: Target Maturity

Inception date: 25/02/2020

Latest date: 17/07/2026

Current price: $22.11

Expense ratio: 0.07%

Assets under management
$1.8B
0.00% 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

0.47%

Ann. -7.56% (Sharpe / Sortino numerator)

Volatility

2.44%

Sharpe ratio

-4.578

VaR 95%

-0.25%

CVaR 95%: -0.31%
Max drawdown: -1.18%
Sortino ratio: -6.232
Calmar ratio: -6.41

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

0.07%

Ann. -1.65% (Sharpe / Sortino numerator)

Volatility

1.95%

Sharpe ratio

-2.702

VaR 95%

-0.25%

CVaR 95%: -0.29%
Max drawdown: -1.49%
Sortino ratio: -3.300
Calmar ratio: -1.11

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

0.80%

Ann. 1.25% (Sharpe / Sortino numerator)

Volatility

1.70%

Sharpe ratio

-1.395

VaR 95%

-0.20%

CVaR 95%: -0.26%
Max drawdown: -1.49%
Sortino ratio: -1.818
Calmar ratio: 0.84

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

3.38%

Ann. 3.47% (Sharpe / Sortino numerator)

Volatility

2.23%

Sharpe ratio

-0.074

VaR 95%

-0.22%

CVaR 95%: -0.31%
Max drawdown: -1.49%
Sortino ratio: -0.111
Calmar ratio: 2.33

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

8.28%

Ann. 4.71% (Sharpe / Sortino numerator)

Volatility

2.81%

Sharpe ratio

0.385

VaR 95%

-0.27%

CVaR 95%: -0.38%
Max drawdown: -2.49%
Sortino ratio: 0.568
Calmar ratio: 1.89

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

12.35%

Ann. 3.30% (Sharpe / Sortino numerator)

Volatility

3.85%

Sharpe ratio

-0.086

VaR 95%

-0.37%

CVaR 95%: -0.53%
Max drawdown: -5.42%
Sortino ratio: -0.130
Calmar ratio: 0.61

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

Methodology: adjusted prices + daily simple return
Average daily return

0.013%

Best day

0.654%

01/08/2025
Worst day

-0.294%

17/06/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $22.11 $22.12 $22.10 $22.11 209,300
16/07/2026 $22.10 $22.10 $22.09 $22.10 798,200
15/07/2026 $22.09 $22.11 $22.09 $22.10 393,200
14/07/2026 $22.07 $22.09 $22.07 $22.09 372,600
13/07/2026 $22.07 $22.07 $22.04 $22.05 250,300
10/07/2026 $22.08 $22.08 $22.06 $22.07 493,700
09/07/2026 $22.07 $22.09 $22.07 $22.09 312,000
08/07/2026 $22.07 $22.07 $22.05 $22.06 922,500
07/07/2026 $22.09 $22.09 $22.06 $22.07 291,000
06/07/2026 $22.09 $22.09 $22.08 $22.09 1,458,000