Performance analysis of IBDR (ISHARES IBONDS DEC 2026 TERM CORPORATE ETF)
Annual Return
Over the past 3 years, IBDR has had an average annual return of +5.15%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IBDR has had an average annual return of +1.48%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 19, 2016, IBDR has had an average annual return of +2.98%, underperforming the benchmark SPY, which returned +15.41% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.94% | +5% | +4.98% | +5.96% | -8.28% | -1.79% | +8.88% | +14.82% | -2.79% | +5.96% | -3.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.21% | +0.30% | +0.21% | +0.42% | +0.29% | +0.25% | +0.25% | +1.94% | |||||
| 2025 | +0.42% | +0.52% | +0.35% | +0.40% | +0.31% | +0.52% | +0.19% | +0.56% | +0.51% | +0.31% | +0.35% | +0.46% | +5% |
| 2024 | +0.25% | -0.35% | +0.54% | -0.33% | +0.77% | +0.48% | +1.20% | +1.02% | +0.85% | -0.31% | +0.44% | +0.34% | +4.98% |
| 2023 | +1.97% | -1.77% | +1.99% | +0.52% | -0.62% | -0.18% | +0.59% | +0.09% | -0.37% | +0.06% | +2% | +1.61% | +5.96% |
| 2022 | -1.77% | -0.77% | -2.67% | -2.47% | +1.31% | -1.81% | +2.51% | -2.24% | -2.54% | -0.66% | +2.86% | -0.16% | -8.28% |
| 2021 | -0.47% | -1.09% | -0.82% | +0.91% | +0.49% | +0.10% | +0.66% | -0.14% | -0.44% | -0.75% | -0.37% | +0.13% | -1.79% |
| 2020 | +1.72% | +0.99% | -6.07% | +4.81% | +2.47% | +1.95% | +1.28% | +0.14% | -0.25% | +0.02% | +1.14% | +0.70% | +8.88% |
| 2019 | +3.19% | +0.12% | +2.51% | +0.54% | +1.36% | +2.34% | +0.53% | +2.36% | -0.40% | +0.68% | -0.08% | +0.82% | +14.82% |
| 2018 | -1.59% | -1.66% | +0.22% | -1.08% | +0.59% | -0.14% | +0.58% | +0.49% | -0.33% | -0.92% | -0.05% | +1.10% | -2.79% |
| 2017 | +0.32% | +1.19% | -0.57% | +1.64% | +1.19% | -0% | +0.88% | +0.94% | -0.33% | +0.27% | -0.50% | +0.82% | +5.96% |
Drawdown analysis of IBDR (ISHARES IBONDS DEC 2026 TERM CORPORATE ETF)
The maximum drawdown for the IBDR was -16.07%, occurring on Mar 20, 2020. Recovery took 50 trading sessions.
The current IBDR drawdown is -0.04%.
Since Sep 19, 2016 IBDR has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.07% | Mar 4, 2020 | 12 | Mar 20, 2020 | 50 | Jun 2, 2020 | 62 |
| -13.13% | Dec 31, 2020 | 454 | Oct 20, 2022 | 535 | Dec 6, 2024 | 989 |
| -6.24% | Sep 26, 2016 | 57 | Dec 15, 2016 | 158 | Aug 3, 2017 | 215 |
| -5.01% | Sep 7, 2017 | 173 | May 16, 2018 | 178 | Jan 31, 2019 | 351 |
| -2.03% | Aug 28, 2019 | 11 | Sep 13, 2019 | 14 | Oct 3, 2019 | 25 |
| -1.19% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -1.19% | Oct 31, 2019 | 7 | Nov 11, 2019 | 11 | Nov 26, 2019 | 18 |
| -0.95% | Aug 6, 2020 | 34 | Sep 24, 2020 | 30 | Nov 5, 2020 | 64 |
| -0.86% | Oct 3, 2019 | 8 | Oct 15, 2019 | 12 | Oct 31, 2019 | 20 |
| -0.71% | Feb 26, 2019 | 3 | Mar 1, 2019 | 4 | Mar 7, 2019 | 7 |
| -0.68% | Jun 16, 2020 | 8 | Jun 26, 2020 | 4 | Jul 2, 2020 | 12 |
| -0.64% | Jun 10, 2020 | 1 | Jun 11, 2020 | 2 | Jun 15, 2020 | 3 |
| -0.61% | Apr 10, 2019 | 7 | Apr 22, 2019 | 2 | Apr 24, 2019 | 9 |
| -0.61% | Aug 3, 2017 | 8 | Aug 15, 2017 | 6 | Aug 23, 2017 | 14 |
| -0.57% | Apr 26, 2019 | 4 | May 2, 2019 | 3 | May 7, 2019 | 7 |
| -0.52% | Dec 3, 2020 | 4 | Dec 9, 2020 | 9 | Dec 22, 2020 | 13 |
| -0.52% | Jun 24, 2019 | 2 | Jun 26, 2019 | 2 | Jun 28, 2019 | 4 |
| -0.49% | Mar 27, 2019 | 3 | Apr 1, 2019 | 6 | Apr 9, 2019 | 9 |
| -0.46% | Jan 31, 2019 | 2 | Feb 4, 2019 | 4 | Feb 8, 2019 | 6 |
| -0.43% | Dec 3, 2019 | 7 | Dec 12, 2019 | 9 | Dec 26, 2019 | 16 |
| -0.41% | Jun 7, 2019 | 2 | Jun 11, 2019 | 2 | Jun 13, 2019 | 4 |
| -0.40% | Jan 31, 2020 | 3 | Feb 5, 2020 | 8 | Feb 18, 2020 | 11 |
| -0.40% | Aug 29, 2017 | 1 | Aug 30, 2017 | 1 | Aug 31, 2017 | 2 |
| -0.37% | Nov 5, 2020 | 3 | Nov 10, 2020 | 4 | Nov 16, 2020 | 7 |
| -0.37% | Apr 3, 2025 | 6 | Apr 11, 2025 | 5 | Apr 21, 2025 | 11 |