ISHARES LIFEPATH TARGET DATE 2060 ETF
Symbol: ITDH
Exchange: NYSE
Sector: Technology
Category: Target-Date 2060
Inception date: 17/10/2023
Latest date: 15/10/2026
Current price: $42.56
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
0.38%
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
0.71%
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
6.96%
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
16.41%
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
36.77%
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
83.71%
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: 15/10/2025 - 15/10/2026.
Average daily return
0.064%
Best day
3.161%
Worst day
-2.992%
Days with data
251
Recent price history (last 90 days)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| 15/10/2026 | $42.17 | $42.56 | $42.17 | $42.56 | 6,200 |
| 14/10/2026 | $42.70 | $42.70 | $42.27 | $42.35 | 3,800 |
| 13/10/2026 | $42.95 | $42.95 | $42.74 | $42.86 | 2,500 |
| 12/10/2026 | $42.83 | $42.92 | $42.83 | $42.85 | 10,800 |
| 09/10/2026 | $42.85 | $42.96 | $42.83 | $42.95 | 11,100 |
| 08/10/2026 | $42.70 | $42.71 | $42.51 | $42.67 | 6,800 |
| 07/10/2026 | $42.91 | $42.91 | $42.76 | $42.90 | 3,500 |
| 06/10/2026 | $43.24 | $43.33 | $43.18 | $43.18 | 2,500 |
| 05/10/2026 | $42.72 | $43.10 | $42.72 | $43.02 | 12,100 |
| 02/10/2026 | $42.91 | $42.91 | $42.70 | $42.79 | 11,300 |