Summary
ITDJ
Prices · period metrics · 12M
NAV as of 02/06/2026
30/05/2025 → 28/05/2026
Return 30.44% Volatility 12.81% Sharpe 2.09
Official loaded data — not a live quote.

ISHARES LIFEPATH TARGET DATE 2070 ETF

Symbol: ITDJ

Exchange: NYSE

Sector: Technology

Category: Target-Date 2070+

Inception date: 12/11/2024

Latest date: 02/06/2026

Current price: $33.06

Expense ratio: 0.12%

Assets under management
$11.9M
0.36% 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

5.67%

Ann. 83.95% (Sharpe / Sortino numerator)

Volatility

14.37%

Sharpe ratio

5.590

VaR 95%

-0.91%

CVaR 95%: -1.28%
Max drawdown: -2.26%
Sortino ratio: 11.519
Calmar ratio: 37.15

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

8.23%

Ann. 33.03% (Sharpe / Sortino numerator)

Volatility

17.84%

Sharpe ratio

1.648

VaR 95%

-1.80%

CVaR 95%: -2.04%
Max drawdown: -8.54%
Sortino ratio: 2.805
Calmar ratio: 3.87

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

14.48%

Ann. 28.52% (Sharpe / Sortino numerator)

Volatility

14.63%

Sharpe ratio

1.702

VaR 95%

-1.49%

CVaR 95%: -1.86%
Max drawdown: -9.65%
Sortino ratio: 2.656
Calmar ratio: 2.95

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

30.44%

Ann. 30.35% (Sharpe / Sortino numerator)

Volatility

12.81%

Sharpe ratio

2.086

VaR 95%

-1.27%

CVaR 95%: -1.74%
Max drawdown: -9.65%
Sortino ratio: 3.082
Calmar ratio: 3.14

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

0.109%

Best day

3.152%

08/04/2026
Worst day

-2.523%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $32.94 $33.06 $32.93 $33.06 16,600
01/06/2026 $32.89 $32.94 $32.73 $32.91 6,300
29/05/2026 $32.83 $32.95 $32.81 $32.83 5,900
28/05/2026 $32.75 $32.82 $32.75 $32.77 2,700
27/05/2026 $32.75 $32.75 $32.63 $32.65 1,700
26/05/2026 $32.74 $32.74 $32.71 $32.71 1,000
22/05/2026 $32.46 $32.46 $32.32 $32.32 3,200
21/05/2026 $32.05 $32.23 $32.05 $32.23 1,200
20/05/2026 $32.03 $32.13 $32.02 $32.10 5,400
19/05/2026 $31.64 $31.66 $31.62 $31.66 600