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Performance analysis of IBCA (ISHARES IBONDS DEC 2035 TERM CORPORATE ETF)

Annual Return

Over the past 3 years, IBCA has had an average annual return of +98.49%, outperforming the benchmark SPY, which returned +19.62% annual.

Over the past 5 years, IBCA has had an average annual return of +98.49%, outperforming the benchmark SPY, which returned +12.73% annual.

Over the past 10 years, IBCA has had an average annual return of +98.49%, outperforming the benchmark SPY, which returned +15.04% annual.

Since Nov 1, 1999, IBCA has had an average annual return of +4.38%, underperforming the benchmark SPY, which returned +8.49% annual.

202620252015201420132012201120102009200820072006
-0.50%+148.51%+7.80%+36.08%+93.07%+46.80%-9.55%-10.67%-17.81%-76.17%-49.45%+39.03%
2005200420032002200120001999
+25.39%+34.73%+35.65%+45.95%+97.31%-39.99%-30.56%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026+0.11%+1.52%-2.00%+0.41%+0.52%+0.17%-1.20%-0.50%
2025+133.58%+0.08%+0.06%+2.26%-0.12%+1.10%+1.71%+0.35%+1.09%-0.28%+148.51%

Drawdown analysis of IBCA (ISHARES IBONDS DEC 2035 TERM CORPORATE ETF)

The maximum drawdown for the IBCA was -95.74%, occurring on Oct 12, 2010. This drawdown has not yet recovered.

The current IBCA drawdown is -39.80%.

Since Nov 1, 1999 IBCA has experienced the following drawdowns:

  • 50% or more: 2 times
  • 40% or more: 2 times
  • 30% or more: 2 times
  • 20% or more: 4 times
  • 10% or more: 9 times
DepthStartTo BottomBottomTo RecoverEndTotal
-95.74%Jul 25, 20061062Oct 12, 2010OngoingOngoingOngoing
-61.11%Nov 1, 1999289Dec 21, 2000268Jan 23, 2002557
-22.48%Jul 17, 20026Jul 25, 200233Sep 11, 200239
-21.05%Sep 11, 200256Nov 29, 200275Mar 20, 2003131
-16.92%Jan 24, 200212Feb 11, 200245Apr 17, 200257
-16.85%Mar 8, 2004111Aug 16, 200450Oct 26, 2004161
-13.95%Sep 12, 200523Oct 13, 20056Oct 21, 200529
-13.26%Dec 8, 200512Dec 27, 200517Jan 23, 200629
-12.76%Feb 4, 200567May 12, 200542Jul 13, 2005109
-9.56%Jun 5, 20066Jun 13, 200616Jul 6, 200622
-8.95%Aug 2, 200512Aug 18, 20057Aug 29, 200519
-7.68%Apr 28, 200616May 22, 20064May 26, 200620
-6.94%Dec 31, 200414Jan 21, 200510Feb 4, 200524
-6.80%Apr 2, 20037Apr 11, 200336Jun 4, 200343
-6.31%Apr 18, 20025Apr 25, 200248Jul 3, 200253
-6.18%Feb 27, 20062Mar 1, 200610Mar 15, 200612
-6.08%Mar 28, 20068Apr 7, 20065Apr 17, 200613
-5.79%Jul 16, 200330Aug 27, 200347Nov 3, 200377
-5.72%Oct 21, 20056Oct 31, 20052Nov 2, 20058
-5.41%Jul 14, 20059Jul 27, 20054Aug 2, 200513
-5.30%Oct 29, 200416Nov 22, 20045Nov 30, 200421
-5.13%Dec 17, 20044Dec 23, 20044Dec 30, 20048
-4.99%Dec 16, 20035Dec 23, 20037Jan 5, 200412
-4.86%Jul 8, 20032Jul 10, 20033Jul 15, 20035
-4.62%Dec 3, 20043Dec 8, 20044Dec 14, 20047