Performance analysis of IBDQ (iShares iBonds Dec 2025 Term Corporate ETF)
Annual Return
Over the past 3 years, IBDQ has had an average annual return of +5.07%, underperforming the benchmark SPY, which returned +21.78% annual.
Over the past 5 years, IBDQ has had an average annual return of +1.55%, underperforming the benchmark SPY, which returned +12.69% annual.
Over the past 10 years, IBDQ has had an average annual return of +3.12%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Mar 12, 2015, IBDQ has had an average annual return of +3.38%, underperforming the benchmark SPY, which returned +13.60% annual.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.13% | +5.12% | +5.23% | -5.91% | -1.49% | +8.27% | +13.60% | -2.39% | +6.29% | +4.96% | +0.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.44% | +0.30% | +0.33% | +0.37% | +0.34% | +0.43% | +0.31% | +0.43% | +0.35% | +0.39% | +0.22% | +0.14% | +4.13% |
| 2024 | +0.32% | -0.02% | +0.52% | +0.08% | +0.68% | +0.40% | +0.68% | +0.65% | +0.61% | +0.28% | +0.36% | +0.45% | +5.12% |
| 2023 | +1.27% | -1.05% | +1.16% | +0.50% | -0.26% | -0.06% | +0.68% | +0.16% | -0.05% | +0.44% | +1.19% | +1.14% | +5.23% |
| 2022 | -1.36% | -0.73% | -2.09% | -1.39% | +0.97% | -1.28% | +1.50% | -1.50% | -1.77% | -0.16% | +1.76% | +0.07% | -5.91% |
| 2021 | -0.40% | -0.89% | -0.36% | +0.72% | +0.42% | -0.07% | +0.50% | -0.18% | -0.39% | -0.53% | -0.26% | -0.05% | -1.49% |
| 2020 | +1.58% | +0.77% | -5.52% | +4.73% | +2.35% | +1.54% | +1.03% | +0.42% | -0.29% | +0.05% | +1.06% | +0.58% | +8.27% |
| 2019 | +3.48% | +0.30% | +2.14% | +0.48% | +1.21% | +2.11% | +0.13% | +1.88% | -0.11% | +0.68% | -0.13% | +0.72% | +13.60% |
| 2018 | -1.41% | -1.43% | +0.33% | -1.20% | +0.70% | -0.04% | +0.63% | +0.73% | -0.57% | -0.68% | -0.08% | +0.64% | -2.39% |
| 2017 | +0.70% | +1.25% | -0.02% | +1.14% | +1.05% | -0.08% | +1% | +0.93% | -0.44% | +0.41% | -0.45% | +0.65% | +6.29% |
Drawdown analysis of IBDQ (iShares iBonds Dec 2025 Term Corporate ETF)
The maximum drawdown for the IBDQ was -15.18%, occurring on Mar 19, 2020. Recovery took 49 trading sessions.
The current IBDQ drawdown is -0.04%.
Since Mar 12, 2015 IBDQ has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.18% | Mar 4, 2020 | 11 | Mar 19, 2020 | 49 | May 29, 2020 | 60 |
| -9.64% | Aug 2, 2021 | 308 | Oct 20, 2022 | 442 | Jul 26, 2024 | 750 |
| -5.59% | Jul 29, 2016 | 98 | Dec 16, 2016 | 116 | Jun 6, 2017 | 214 |
| -4.54% | May 21, 2015 | 67 | Aug 26, 2015 | 139 | Mar 16, 2016 | 206 |
| -4.39% | Sep 5, 2017 | 176 | May 17, 2018 | 176 | Jan 30, 2019 | 352 |
| -2.01% | Dec 31, 2020 | 44 | Mar 8, 2021 | 102 | Aug 2, 2021 | 146 |
| -1.88% | Apr 6, 2015 | 27 | May 13, 2015 | 6 | May 21, 2015 | 33 |
| -1.69% | Sep 4, 2019 | 7 | Sep 13, 2019 | 14 | Oct 3, 2019 | 21 |
| -1.34% | May 4, 2016 | 10 | May 18, 2016 | 11 | Jun 3, 2016 | 21 |
| -0.99% | Jun 26, 2017 | 8 | Jul 7, 2017 | 7 | Jul 18, 2017 | 15 |
| -0.89% | Jul 11, 2016 | 5 | Jul 18, 2016 | 7 | Jul 27, 2016 | 12 |
| -0.88% | Oct 4, 2019 | 7 | Oct 15, 2019 | 34 | Dec 3, 2019 | 41 |
| -0.76% | Apr 18, 2016 | 3 | Apr 21, 2016 | 7 | May 2, 2016 | 10 |
| -0.76% | Jul 3, 2019 | 3 | Jul 9, 2019 | 17 | Aug 1, 2019 | 20 |
| -0.74% | Sep 2, 2020 | 15 | Sep 24, 2020 | 12 | Oct 12, 2020 | 27 |
| -0.71% | Aug 3, 2017 | 8 | Aug 15, 2017 | 6 | Aug 23, 2017 | 14 |
| -0.71% | Jun 10, 2020 | 1 | Jun 11, 2020 | 2 | Jun 15, 2020 | 3 |
| -0.66% | Jul 21, 2017 | 2 | Jul 25, 2017 | 5 | Aug 1, 2017 | 7 |
| -0.63% | Jun 13, 2016 | 6 | Jun 21, 2016 | 3 | Jun 24, 2016 | 9 |
| -0.56% | Apr 11, 2019 | 4 | Apr 17, 2019 | 4 | Apr 24, 2019 | 8 |
| -0.55% | Aug 6, 2020 | 5 | Aug 13, 2020 | 13 | Sep 1, 2020 | 18 |
| -0.54% | Oct 12, 2020 | 16 | Nov 3, 2020 | 9 | Nov 16, 2020 | 25 |
| -0.52% | Mar 27, 2019 | 3 | Apr 1, 2019 | 8 | Apr 11, 2019 | 11 |
| -0.47% | Jun 6, 2017 | 1 | Jun 7, 2017 | 5 | Jun 14, 2017 | 6 |
| -0.47% | Jun 7, 2019 | 2 | Jun 11, 2019 | 2 | Jun 13, 2019 | 4 |