Summary
IBTQ
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 4.21% Volatility 5.05% Sharpe 0.11
Official loaded data — not a live quote.

ISHARES IBONDS DEC 2035 TERM TREASURY ETF

Symbol: IBTQ

Exchange: NASDAQ

Sector: N/A

Category: Target Maturity

Inception date: 25/03/2025

Latest date: 02/06/2026

Current price: $24.98

Expense ratio: 0.07%

Assets under management
$217.6M
-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

-0.12%

Ann. -4.71% (Sharpe / Sortino numerator)

Volatility

5.71%

Sharpe ratio

-1.460

VaR 95%

-0.47%

CVaR 95%: -0.65%
Max drawdown: -2.12%
Sortino ratio: -2.166
Calmar ratio: -2.22

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

-2.36%

Ann. -8.22% (Sharpe / Sortino numerator)

Volatility

5.72%

Sharpe ratio

-2.073

VaR 95%

-0.64%

CVaR 95%: -0.79%
Max drawdown: -3.65%
Sortino ratio: -3.181
Calmar ratio: -2.25

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.

Period total return

-1.02%

Ann. -2.46% (Sharpe / Sortino numerator)

Volatility

4.98%

Sharpe ratio

-1.223

VaR 95%

-0.49%

CVaR 95%: -0.67%
Max drawdown: -4.26%
Sortino ratio: -1.917
Calmar ratio: -0.58

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

4.21%

Ann. 4.20% (Sharpe / Sortino numerator)

Volatility

5.05%

Sharpe ratio

0.113

VaR 95%

-0.47%

CVaR 95%: -0.63%
Max drawdown: -4.26%
Sortino ratio: 0.194
Calmar ratio: 0.98

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

0.017%

Best day

1.176%

01/08/2025
Worst day

-0.926%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.00 $25.00 $24.97 $24.98 28,800
01/06/2026 $24.90 $24.96 $24.87 $24.96 46,800
29/05/2026 $25.09 $25.12 $25.06 $25.09 50,200
28/05/2026 $25.01 $25.08 $24.99 $25.05 71,800
27/05/2026 $25.01 $25.04 $24.99 $25.00 51,000
26/05/2026 $25.01 $25.01 $24.96 $24.98 31,000
22/05/2026 $24.92 $24.92 $24.81 $24.90 104,500
21/05/2026 $24.76 $24.86 $24.74 $24.84 138,000
20/05/2026 $24.67 $24.84 $24.67 $24.82 53,700
19/05/2026 $24.66 $24.68 $24.61 $24.66 160,900