ISHARES LIFEPATH TARGET DATE 2060 ETF
Symbol: ITDH
Exchange: NYSE
Sector: Technology
Category: Target-Date 2060
Inception date: 17/10/2023
Latest date: 03/06/2026
Current price: $42.20
Expense ratio: 0.12%
Period performance
Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.
Performance metrics
Period total return
4.82%
Ann. -43.30% (Sharpe / Sortino numerator)
Volatility
21.55%
Sharpe ratio
-2.178
VaR 95%
-2.09%
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
9.65%
Ann. -6.13% (Sharpe / Sortino numerator)
Volatility
16.15%
Sharpe ratio
-0.604
VaR 95%
-1.74%
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
13.08%
Ann. 3.47% (Sharpe / Sortino numerator)
Volatility
14.17%
Sharpe ratio
-0.011
VaR 95%
-1.48%
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
29.02%
Ann. 21.08% (Sharpe / Sortino numerator)
Volatility
17.07%
Sharpe ratio
1.022
VaR 95%
-1.45%
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
46.91%
Ann. 15.04% (Sharpe / Sortino numerator)
Volatility
15.14%
Sharpe ratio
0.754
VaR 95%
-1.46%
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
82.16%
Ann. 25.97% (Sharpe / Sortino numerator)
Volatility
14.74%
Sharpe ratio
1.518
VaR 95%
-1.35%
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: 03/06/2025 - 03/06/2026.
Average daily return
0.105%
Best day
3.161%
Worst day
-2.477%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 03/06/2026 | $42.50 | $42.53 | $42.20 | $42.20 | 10,200 |
| 02/06/2026 | $42.40 | $42.55 | $42.40 | $42.55 | 4,300 |
| 01/06/2026 | $42.11 | $42.47 | $42.11 | $42.35 | 4,600 |
| 29/05/2026 | $42.38 | $42.38 | $42.22 | $42.25 | 6,000 |
| 28/05/2026 | $42.01 | $42.23 | $41.86 | $42.18 | 7,900 |
| 27/05/2026 | $42.05 | $42.21 | $41.98 | $42.02 | 5,000 |
| 26/05/2026 | $42.13 | $42.13 | $41.98 | $42.09 | 4,800 |
| 22/05/2026 | $41.68 | $41.68 | $41.59 | $41.59 | 2,100 |
| 21/05/2026 | $41.15 | $41.48 | $41.15 | $41.48 | 4,100 |
| 20/05/2026 | $40.85 | $41.34 | $40.85 | $41.33 | 7,700 |