Summary
LDRI
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 4.59% Volatility 2.25% Sharpe 0.04
Official loaded data — not a live quote.

ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF

Symbol: LDRI

Exchange: NYSE

Sector: N/A

Category: Short-Term Inflation-Protected Bond

Inception date: 07/11/2024

Latest date: 02/06/2026

Current price: $25.66

Expense ratio: 0.10%

Assets under management
$18.9M
0.06% 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

0.02%

Ann. 0.43% (Sharpe / Sortino numerator)

Volatility

2.28%

Sharpe ratio

-1.403

VaR 95%

-0.21%

CVaR 95%: -0.29%
Max drawdown: -0.57%
Sortino ratio: -1.821
Calmar ratio: 0.75

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

1.26%

Ann. 4.02% (Sharpe / Sortino numerator)

Volatility

1.68%

Sharpe ratio

0.230

VaR 95%

-0.16%

CVaR 95%: -0.22%
Max drawdown: -0.57%
Sortino ratio: 0.290
Calmar ratio: 7.01

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

2.16%

Ann. 2.22% (Sharpe / Sortino numerator)

Volatility

2.01%

Sharpe ratio

-0.703

VaR 95%

-0.16%

CVaR 95%: -0.29%
Max drawdown: -0.60%
Sortino ratio: -0.842
Calmar ratio: 3.72

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

4.59%

Ann. 3.71% (Sharpe / Sortino numerator)

Volatility

2.25%

Sharpe ratio

0.036

VaR 95%

-0.19%

CVaR 95%: -0.34%
Max drawdown: -0.84%
Sortino ratio: 0.045
Calmar ratio: 4.39

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

0.018%

Best day

0.53%

22/12/2025
Worst day

-0.597%

23/12/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $25.64 $25.67 $25.64 $25.66 1,000
01/06/2026 $25.66 $25.68 $25.64 $25.66 6,100
29/05/2026 $25.64 $25.67 $25.63 $25.64 32,700
28/05/2026 $25.61 $25.63 $25.61 $25.62 4,000
27/05/2026 $25.60 $25.65 $25.57 $25.61 8,600
26/05/2026 $25.56 $25.59 $25.42 $25.57 25,600
22/05/2026 $25.59 $25.59 $25.48 $25.55 7,000
21/05/2026 $25.55 $25.58 $25.48 $25.55 3,400
20/05/2026 $25.57 $25.60 $25.53 $25.60 8,600
19/05/2026 $25.61 $25.64 $25.57 $25.59 12,400