Summary
IBTL
Prices · period metrics · 12M
NAV as of 17/07/2026
02/04/2025 → 02/04/2026
Return 3.23% Volatility 4.27% Sharpe -0.01
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2031 TERM TREASURY ETF

Symbol: IBTL

Exchange: NASDAQ

Sector: N/A

Category: Target Maturity

Inception date: 13/07/2021

Latest date: 17/07/2026

Current price: $20.09

Expense ratio: 0.07%

Assets under management
$575.8M
-0.12% 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

0.36%

Ann. -15.28% (Sharpe / Sortino numerator)

Volatility

4.57%

Sharpe ratio

-4.140

VaR 95%

-0.53%

CVaR 95%: -0.54%
Max drawdown: -1.89%
Sortino ratio: -7.405
Calmar ratio: -8.08

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

-0.90%

Ann. -2.29% (Sharpe / Sortino numerator)

Volatility

3.81%

Sharpe ratio

-1.553

VaR 95%

-0.44%

CVaR 95%: -0.50%
Max drawdown: -2.77%
Sortino ratio: -2.447
Calmar ratio: -0.82

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

0.18%

Ann. 0.23% (Sharpe / Sortino numerator)

Volatility

3.43%

Sharpe ratio

-0.991

VaR 95%

-0.38%

CVaR 95%: -0.48%
Max drawdown: -2.77%
Sortino ratio: -1.549
Calmar ratio: 0.08

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

3.23%

Ann. 3.59% (Sharpe / Sortino numerator)

Volatility

4.27%

Sharpe ratio

-0.010

VaR 95%

-0.44%

CVaR 95%: -0.58%
Max drawdown: -2.77%
Sortino ratio: -0.016
Calmar ratio: 1.29

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

7.33%

Ann. 4.85% (Sharpe / Sortino numerator)

Volatility

5.00%

Sharpe ratio

0.245

VaR 95%

-0.49%

CVaR 95%: -0.68%
Max drawdown: -5.58%
Sortino ratio: 0.382
Calmar ratio: 0.87

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

9.43%

Ann. 2.43% (Sharpe / Sortino numerator)

Volatility

6.25%

Sharpe ratio

-0.192

VaR 95%

-0.66%

CVaR 95%: -0.86%
Max drawdown: -9.84%
Sortino ratio: -0.301
Calmar ratio: 0.25

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

1.046%

01/08/2025
Worst day

-0.545%

15/05/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
17/07/2026 $20.11 $20.14 $20.09 $20.09 138,400
16/07/2026 $20.07 $20.09 $20.06 $20.09 84,400
15/07/2026 $20.06 $20.11 $20.06 $20.09 144,300
14/07/2026 $20.05 $20.08 $20.04 $20.05 353,200
13/07/2026 $20.03 $20.04 $19.99 $20.00 131,200
10/07/2026 $20.07 $20.07 $20.04 $20.05 126,300
09/07/2026 $20.04 $20.09 $20.04 $20.07 758,600
08/07/2026 $20.03 $20.04 $20.01 $20.04 237,000
07/07/2026 $20.11 $20.11 $20.06 $20.07 151,200
06/07/2026 $20.12 $20.13 $20.11 $20.13 174,900