ISHARES LIFEPATH TARGET DATE 2065 ETF

Symbol: ITDI

Exchange: NYSE ARCA

Sector: Technology

Category: Target-Date 2065+

Inception Date: 17/10/2023

Latest Date: 17/04/2026

Current Price: $40.36

Expense Ratio: 0.12%

Assets Under Management
$21.5M
0.19% daily change

Period Performance

Adjusted cumulative ETF performance normalized to the first available adjusted price of the selected period.

Adjusted Return
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Performance Metrics

Return

8.14%

Volatility

21.40%

Sharpe Ratio

-2.192

VaR 95%

-2.09%

CVaR 95%: -2.16%
Max Drawdown: -7.41%
Sortino Ratio: -3.874
Calmar Ratio: -5.85
Return

6.15%

Volatility

16.13%

Sharpe Ratio

-0.574

VaR 95%

-1.72%

CVaR 95%: -1.98%
Max Drawdown: -9.60%
Sortino Ratio: -0.873
Calmar Ratio: -0.59
Return

9.23%

Volatility

14.23%

Sharpe Ratio

-0.013

VaR 95%

-1.60%

CVaR 95%: -1.96%
Max Drawdown: -9.60%
Sortino Ratio: -0.019
Calmar Ratio: 0.36
Return

38.05%

Volatility

17.01%

Sharpe Ratio

1.025

VaR 95%

-1.44%

CVaR 95%: -2.40%
Max Drawdown: -9.60%
Sortino Ratio: 1.295
Calmar Ratio: 2.19
Return

48.26%

Volatility

15.09%

Sharpe Ratio

0.755

VaR 95%

-1.47%

CVaR 95%: -2.19%
Max Drawdown: -16.31%
Sortino Ratio: 0.979
Calmar Ratio: 0.92

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 17/04/2025 - 17/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.135%

Best Day

4.043%

10/04/2026
Worst Day

-2.476%

10/10/2025
Days with Data

246

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
17/04/2026 $40.28 $40.52 $40.28 $40.36 2,700
16/04/2026 $39.83 $39.83 $39.80 $39.81 1,000
15/04/2026 $39.69 $39.77 $39.63 $39.77 3,000
14/04/2026 $39.43 $39.60 $39.41 $39.60 3,500
13/04/2026 $38.71 $39.16 $38.58 $39.16 2,000
10/04/2026 $38.89 $38.94 $38.74 $38.81 3,700
02/04/2026 $36.82 $37.30 $36.82 $37.30 8,100
01/04/2026 $37.23 $37.55 $37.23 $37.39 3,800
31/03/2026 $36.38 $37.02 $36.34 $37.02 6,500
30/03/2026 $36.41 $36.41 $35.92 $35.95 2,100