ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF

Symbol: IBHI

Exchange: BATS

Sector: Energy

Category: Target Maturity

Inception Date: 08/03/2022

Latest Date: 02/04/2026

Current Price: $23.23

Expense Ratio: 0.35%

Assets Under Management
$387.2M
0.30% 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

-0.56%

Volatility

6.59%

Sharpe Ratio

-1.451

VaR 95%

-0.60%

CVaR 95%: -0.65%
Max Drawdown: -1.97%
Sortino Ratio: -2.575
Calmar Ratio: -3.01
Return

-1.05%

Volatility

4.74%

Sharpe Ratio

-1.652

VaR 95%

-0.60%

CVaR 95%: -0.68%
Max Drawdown: -3.20%
Sortino Ratio: -2.241
Calmar Ratio: -1.31
Return

-0.01%

Volatility

4.17%

Sharpe Ratio

-0.876

VaR 95%

-0.39%

CVaR 95%: -0.62%
Max Drawdown: -3.20%
Sortino Ratio: -1.233
Calmar Ratio: -0.01
Return

6.01%

Volatility

5.92%

Sharpe Ratio

0.406

VaR 95%

-0.49%

CVaR 95%: -0.92%
Max Drawdown: -3.20%
Sortino Ratio: 0.485
Calmar Ratio: 1.89
Return

14.22%

Volatility

5.40%

Sharpe Ratio

0.606

VaR 95%

-0.47%

CVaR 95%: -0.81%
Max Drawdown: -5.73%
Sortino Ratio: 0.771
Calmar Ratio: 1.20
Return

25.94%

Volatility

5.94%

Sharpe Ratio

0.740

VaR 95%

-0.55%

CVaR 95%: -0.82%
Max Drawdown: -5.73%
Sortino Ratio: 1.072
Calmar Ratio: 1.40

Daily Returns for Period 12M

Daily simple returns calculated over the official metric window from the same adjusted price series used in the chart: 02/04/2025 - 02/04/2026.

Methodology: adjusted prices + daily simple return
Average Daily Return

0.024%

Best Day

2.297%

09/04/2025
Worst Day

-2.103%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $23.16 $23.28 $23.14 $23.23 94,100
01/04/2026 $23.17 $23.24 $23.17 $23.18 90,100
31/03/2026 $23.21 $23.30 $23.18 $23.28 91,200
30/03/2026 $23.11 $23.24 $23.04 $23.07 167,800
27/03/2026 $23.13 $23.17 $23.01 $23.02 122,800
26/03/2026 $23.19 $23.21 $23.04 $23.07 40,000
25/03/2026 $23.26 $23.28 $23.21 $23.21 66,400
24/03/2026 $23.23 $23.26 $23.16 $23.19 127,900
23/03/2026 $23.25 $23.32 $23.20 $23.28 52,000
20/03/2026 $23.27 $23.27 $23.10 $23.14 91,400