Performance analysis of IBDT (ISHARES IBONDS DEC 2028 TERM CORPORATE ETF)
Annual Return
Over the past 3 years, IBDT has had an average annual return of +5.54%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBDT has had an average annual return of +1.48%, underperforming the benchmark SPY, which returned +14% annual.
Since Sep 20, 2018, IBDT has had an average annual return of +3.88%, underperforming the benchmark SPY, which returned +14.91% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.83% | +7.03% | +3.97% | +7.71% | -11.43% | -1.91% | +9.62% | +15.16% | +1.18% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.33% | +0.40% | -0.49% | +0.29% | +0.34% | -0.03% | +0.83% | ||||||
| 2025 | +0.64% | +1.14% | +0.42% | +0.79% | +0.19% | +0.82% | +0.12% | +1.01% | +0.41% | +0.30% | +0.56% | +0.42% | +7.03% |
| 2024 | +0.12% | -0.94% | +0.85% | -1.32% | +1.38% | +0.59% | +1.85% | +1.31% | +1.06% | -1.27% | +0.78% | -0.46% | +3.97% |
| 2023 | +3.25% | -2.48% | +2.63% | +0.56% | -0.95% | -0.39% | +0.80% | -0.22% | -1.45% | -0.65% | +3.71% | +2.86% | +7.71% |
| 2022 | -2.31% | -1.32% | -3.03% | -3.59% | +1.10% | -2.15% | +3.07% | -2.81% | -4.07% | -0.13% | +3.90% | -0.38% | -11.43% |
| 2021 | -0.85% | -1.56% | -1.40% | +1.13% | +0.35% | +1.19% | +1.09% | -0.28% | -1.08% | -0.26% | -0.40% | +0.20% | -1.91% |
| 2020 | +2.16% | +1.13% | -8.02% | +5.57% | +2.57% | +2.35% | +2.57% | -0.59% | -0.40% | -0.18% | +2.18% | +0.48% | +9.62% |
| 2019 | +3.19% | -0.31% | +2.73% | +0.49% | +1.53% | +2.80% | +0.26% | +3.33% | -0.65% | +0.55% | +0.09% | +0.30% | +15.16% |
| 2018 | +0.76% | -1.15% | -0.08% | +1.67% | +1.18% |
Drawdown analysis of IBDT (ISHARES IBONDS DEC 2028 TERM CORPORATE ETF)
The maximum drawdown for the IBDT was -17.79%, occurring on Mar 20, 2020. Recovery took 59 trading sessions.
The current IBDT drawdown is -0.03%.
Since Sep 20, 2018 IBDT has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -17.79% | Mar 6, 2020 | 10 | Mar 20, 2020 | 59 | Jun 15, 2020 | 69 |
| -17.68% | Aug 2, 2021 | 308 | Oct 20, 2022 | 652 | May 29, 2025 | 960 |
| -4.41% | Dec 30, 2020 | 54 | Mar 19, 2021 | 93 | Aug 2, 2021 | 147 |
| -2.60% | Sep 4, 2019 | 7 | Sep 13, 2019 | 56 | Dec 3, 2019 | 63 |
| -1.83% | Oct 2, 2018 | 35 | Nov 20, 2018 | 25 | Dec 28, 2018 | 60 |
| -1.66% | Aug 4, 2020 | 62 | Oct 30, 2020 | 14 | Nov 19, 2020 | 76 |
| -1.35% | Jul 3, 2019 | 8 | Jul 16, 2019 | 12 | Aug 1, 2019 | 20 |
| -1.02% | Feb 23, 2026 | 23 | Mar 26, 2026 | 30 | May 8, 2026 | 53 |
| -1.02% | Jan 31, 2019 | 2 | Feb 4, 2019 | 15 | Feb 26, 2019 | 17 |
| -0.87% | Jun 17, 2020 | 7 | Jun 26, 2020 | 3 | Jul 1, 2020 | 10 |
| -0.78% | Mar 27, 2019 | 5 | Apr 3, 2019 | 5 | Apr 10, 2019 | 10 |
| -0.69% | Apr 10, 2019 | 7 | Apr 22, 2019 | 4 | Apr 26, 2019 | 11 |
| -0.66% | Nov 30, 2020 | 7 | Dec 9, 2020 | 7 | Dec 18, 2020 | 14 |
| -0.61% | Dec 3, 2019 | 4 | Dec 9, 2019 | 13 | Dec 27, 2019 | 17 |
| -0.53% | Feb 26, 2019 | 3 | Mar 1, 2019 | 5 | Mar 8, 2019 | 8 |
| -0.52% | Jan 3, 2019 | 2 | Jan 7, 2019 | 4 | Jan 11, 2019 | 6 |
| -0.49% | Feb 24, 2020 | 3 | Feb 27, 2020 | 1 | Feb 28, 2020 | 4 |
| -0.48% | Jul 24, 2020 | 1 | Jul 27, 2020 | 2 | Jul 29, 2020 | 3 |
| -0.46% | Jan 3, 2020 | 3 | Jan 8, 2020 | 2 | Jan 10, 2020 | 5 |
| -0.45% | Feb 3, 2020 | 2 | Feb 5, 2020 | 3 | Feb 10, 2020 | 5 |
| -0.45% | Jun 24, 2019 | 2 | Jun 26, 2019 | 2 | Jun 28, 2019 | 4 |
| -0.45% | Apr 26, 2019 | 4 | May 2, 2019 | 3 | May 7, 2019 | 7 |
| -0.40% | Jun 4, 2025 | 2 | Jun 6, 2025 | 4 | Jun 12, 2025 | 6 |
| -0.38% | Dec 18, 2020 | 1 | Dec 21, 2020 | 5 | Dec 29, 2020 | 6 |
| -0.36% | Oct 16, 2025 | 14 | Nov 5, 2025 | 12 | Nov 21, 2025 | 26 |