Performance analysis of IBDS (ISHARES IBONDS DEC 2027 TERM CORPORATE ETF)
Annual Return
Over the past 3 years, IBDS has had an average annual return of +5.31%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IBDS has had an average annual return of +1.34%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Sep 14, 2017, IBDS has had an average annual return of +3.15%, underperforming the benchmark SPY, which returned +14.99% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.69% | +5.85% | +4.61% | +6.44% | -9.52% | -1.56% | +8.95% | +15.08% | -2.76% | +1.14% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.33% | +0.31% | -0.11% | +0.44% | +0.31% | +0.24% | +0.16% | +1.69% | |||||
| 2025 | +0.50% | +0.70% | +0.45% | +0.57% | +0.24% | +0.66% | +0.11% | +0.82% | +0.45% | +0.32% | +0.41% | +0.48% | +5.85% |
| 2024 | +0.33% | -0.81% | +0.64% | -0.73% | +1.09% | +0.45% | +1.64% | +1.17% | +0.98% | -0.78% | +0.58% | -0.00818% | +4.61% |
| 2023 | +2.52% | -2.26% | +2.34% | +0.51% | -0.77% | -0.24% | +0.55% | +0.08% | -1.09% | -0.37% | +3.01% | +2.11% | +6.44% |
| 2022 | -2.08% | -0.93% | -2.84% | -3.04% | +1.23% | -1.92% | +3.01% | -2.75% | -3.14% | -0.32% | +3.17% | -0.07% | -9.52% |
| 2021 | -0.15% | -1.41% | -1.18% | +1.08% | +0.45% | +0.25% | +1.02% | -0.14% | -0.60% | -0.82% | -0.50% | +0.46% | -1.56% |
| 2020 | +1.88% | +0.99% | -7.93% | +5.58% | +2.84% | +2.07% | +1.62% | -0% | -0.26% | -0.12% | +1.91% | +0.60% | +8.95% |
| 2019 | +2.74% | +0.07% | +2.66% | +0.54% | +1.67% | +2.59% | +0.25% | +2.83% | -0.53% | +0.56% | +0.20% | +0.63% | +15.08% |
| 2018 | -1.55% | -1.58% | +0.16% | -1.74% | +0.93% | -0.20% | +0.59% | +0.70% | -0.58% | -1.23% | -0.02% | +1.79% | -2.76% |
| 2017 | -0.24% | +0.79% | -0.24% | +0.83% | +1.14% |
Drawdown analysis of IBDS (ISHARES IBONDS DEC 2027 TERM CORPORATE ETF)
The maximum drawdown for the IBDS was -16.74%, occurring on Mar 20, 2020. Recovery took 54 trading sessions.
The current IBDS drawdown is -0.02%.
Since Sep 14, 2017 IBDS has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.74% | Mar 5, 2020 | 11 | Mar 20, 2020 | 54 | Jun 8, 2020 | 65 |
| -14.98% | Aug 2, 2021 | 308 | Oct 20, 2022 | 590 | Feb 28, 2025 | 898 |
| -5.53% | Dec 6, 2017 | 111 | May 17, 2018 | 189 | Feb 19, 2019 | 300 |
| -3.12% | Feb 10, 2021 | 17 | Mar 8, 2021 | 102 | Aug 2, 2021 | 119 |
| -2.35% | Aug 28, 2019 | 11 | Sep 13, 2019 | 15 | Oct 4, 2019 | 26 |
| -1.43% | Aug 6, 2020 | 35 | Sep 25, 2020 | 37 | Nov 17, 2020 | 72 |
| -1.22% | Oct 4, 2019 | 25 | Nov 8, 2019 | 12 | Nov 26, 2019 | 37 |
| -1.20% | Jul 3, 2019 | 5 | Jul 11, 2019 | 15 | Aug 1, 2019 | 20 |
| -1.16% | Nov 6, 2017 | 5 | Nov 13, 2017 | 15 | Dec 5, 2017 | 20 |
| -0.91% | Apr 3, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
| -0.70% | Apr 11, 2019 | 3 | Apr 16, 2019 | 5 | Apr 24, 2019 | 8 |
| -0.66% | Sep 18, 2017 | 3 | Sep 21, 2017 | 16 | Oct 13, 2017 | 19 |
| -0.64% | Oct 17, 2017 | 6 | Oct 25, 2017 | 6 | Nov 2, 2017 | 12 |
| -0.63% | Jun 16, 2020 | 8 | Jun 26, 2020 | 4 | Jul 2, 2020 | 12 |
| -0.59% | Jun 24, 2019 | 2 | Jun 26, 2019 | 1 | Jun 27, 2019 | 3 |
| -0.56% | Jun 10, 2020 | 1 | Jun 11, 2020 | 2 | Jun 15, 2020 | 3 |
| -0.54% | Dec 31, 2020 | 6 | Jan 11, 2021 | 18 | Feb 5, 2021 | 24 |
| -0.54% | Mar 27, 2019 | 6 | Apr 4, 2019 | 4 | Apr 10, 2019 | 10 |
| -0.51% | Feb 26, 2019 | 3 | Mar 1, 2019 | 4 | Mar 7, 2019 | 7 |
| -0.51% | Apr 26, 2019 | 4 | May 2, 2019 | 3 | May 7, 2019 | 7 |
| -0.51% | Dec 3, 2019 | 7 | Dec 12, 2019 | 9 | Dec 26, 2019 | 16 |
| -0.50% | Nov 30, 2020 | 7 | Dec 9, 2020 | 4 | Dec 15, 2020 | 11 |
| -0.49% | Jan 31, 2020 | 3 | Feb 5, 2020 | 8 | Feb 18, 2020 | 11 |
| -0.49% | Feb 24, 2020 | 3 | Feb 27, 2020 | 1 | Feb 28, 2020 | 4 |
| -0.48% | Jul 10, 2020 | 1 | Jul 13, 2020 | 1 | Jul 14, 2020 | 2 |