ISHARES LIFEPATH RETIREMENT ETF

Symbol: IRTR

Exchange: NYSE ARCA

Sector: Technology

Category: Target-Date Retirement

Inception Date: 17/10/2023

Latest Date: 02/04/2026

Current Price: $30.61

Expense Ratio: 0.08%

Assets Under Management
$52.6M
0.67% daily change

Period Performance

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

Adjusted Return
--
--

Performance Metrics

Return

-2.89%

Volatility

10.36%

Sharpe Ratio

-3.001

VaR 95%

-0.92%

CVaR 95%: -1.13%
Max Drawdown: -3.86%
Sortino Ratio: -5.329
Calmar Ratio: -7.11
Return

-0.68%

Volatility

7.36%

Sharpe Ratio

-0.865

VaR 95%

-0.87%

CVaR 95%: -1.01%
Max Drawdown: -5.05%
Sortino Ratio: -1.134
Calmar Ratio: -0.54
Return

0.80%

Volatility

6.24%

Sharpe Ratio

-0.321

VaR 95%

-0.74%

CVaR 95%: -0.92%
Max Drawdown: -5.05%
Sortino Ratio: -0.424
Calmar Ratio: 0.32
Return

10.00%

Volatility

7.72%

Sharpe Ratio

0.831

VaR 95%

-0.76%

CVaR 95%: -1.14%
Max Drawdown: -5.05%
Sortino Ratio: 1.081
Calmar Ratio: 1.99
Return

18.36%

Volatility

6.98%

Sharpe Ratio

0.744

VaR 95%

-0.65%

CVaR 95%: -1.01%
Max Drawdown: -6.29%
Sortino Ratio: 1.014
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

0.039%

Best Day

3.388%

09/04/2025
Worst Day

-2.215%

04/04/2025
Days with Data

251

Recent Price History (Last 90 Days)

Date Open High Low Close Volume
02/04/2026 $30.41 $30.67 $30.41 $30.61 13,100
01/04/2026 $30.72 $30.78 $30.68 $30.68 25,200
31/03/2026 $30.40 $30.61 $30.34 $30.61 39,300
30/03/2026 $30.35 $30.35 $30.16 $30.20 22,700
27/03/2026 $30.29 $30.29 $30.14 $30.14 5,300
26/03/2026 $30.51 $30.51 $30.30 $30.30 15,500
25/03/2026 $30.73 $30.73 $30.54 $30.59 34,900
24/03/2026 $30.43 $30.49 $30.34 $30.45 37,400
23/03/2026 $30.48 $30.65 $30.44 $30.54 19,700
20/03/2026 $30.49 $30.56 $30.18 $30.28 26,300