Summary
LDRH
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 5.64% Volatility 3.96% Sharpe 0.33
Official loaded data — not a live quote.

ISHARES IBONDS 1-5 YEAR HIGH YIELD AND INCOME LADDER ETF

Symbol: LDRH

Exchange: NYSE

Sector: Energy

Category: High Yield Bond

Inception date: 07/11/2024

Latest date: 02/06/2026

Current price: $24.64

Expense ratio: 0.35%

Assets under management
$7.9M
0.08% 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

-0.13%

Ann. -7.85% (Sharpe / Sortino numerator)

Volatility

4.67%

Sharpe ratio

-2.458

VaR 95%

-0.46%

CVaR 95%: -0.48%
Max drawdown: -1.69%
Sortino ratio: -5.196
Calmar ratio: -4.64

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

0.55%

Ann. -3.22% (Sharpe / Sortino numerator)

Volatility

3.36%

Sharpe ratio

-2.036

VaR 95%

-0.41%

CVaR 95%: -0.51%
Max drawdown: -2.39%
Sortino ratio: -2.649
Calmar ratio: -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.

Period total return

1.64%

Ann. 0.56% (Sharpe / Sortino numerator)

Volatility

3.04%

Sharpe ratio

-1.011

VaR 95%

-0.31%

CVaR 95%: -0.45%
Max drawdown: -2.39%
Sortino ratio: -1.440
Calmar ratio: 0.23

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

5.64%

Ann. 4.95% (Sharpe / Sortino numerator)

Volatility

3.96%

Sharpe ratio

0.333

VaR 95%

-0.29%

CVaR 95%: -0.57%
Max drawdown: -2.39%
Sortino ratio: 0.425
Calmar ratio: 2.07

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

0.022%

Best day

0.653%

31/03/2026
Worst day

-0.495%

20/03/2026
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $24.61 $24.64 $24.61 $24.64 3,400
01/06/2026 $24.71 $24.77 $24.70 $24.76 10,600
29/05/2026 $24.73 $24.75 $24.73 $24.75 1,800
28/05/2026 $24.66 $24.75 $24.66 $24.74 6,000
27/05/2026 $24.71 $24.73 $24.71 $24.73 2,600
26/05/2026 $24.71 $24.72 $24.71 $24.72 1,100
22/05/2026 $24.75 $24.75 $24.67 $24.67 2,100
21/05/2026 $24.66 $24.69 $24.66 $24.68 900
20/05/2026 $24.67 $24.68 $24.67 $24.67 1,400
19/05/2026 $24.59 $24.63 $24.59 $24.59 3,200