Performance analysis of IBDV (ISHARES IBONDS DEC 2030 TERM CORPORATE ETF)
Annual Return
Over the past 3 years, IBDV has had an average annual return of +5.46%, underperforming the benchmark SPY, which returned +19.62% annual.
Over the past 5 years, IBDV has had an average annual return of +0.45%, underperforming the benchmark SPY, which returned +12.73% annual.
Since Jun 25, 2020, IBDV has had an average annual return of +1.05%, underperforming the benchmark SPY, which returned +17.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.28% | +8.19% | +3.42% | +8.52% | -14.68% | -2.64% | +5.32% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.34% | +0.89% | -1.29% | +0.37% | +0.25% | +0.10% | -0.36% | +0.28% | |||||
| 2025 | +0.56% | +1.55% | +0.34% | +0.85% | +0.26% | +1.27% | -0.03% | +1.45% | +0.52% | +0.29% | +0.73% | +0.13% | +8.19% |
| 2024 | +0.05% | -1.39% | +0.99% | -2.04% | +1.74% | +0.87% | +2.48% | +1.64% | +1.29% | -2.30% | +1.09% | -0.92% | +3.42% |
| 2023 | +4.14% | -3.23% | +3.33% | +0.75% | -1.33% | +0.07% | +0.14% | -0.78% | -2.23% | -1.50% | +5.56% | +3.71% | +8.52% |
| 2022 | -2.75% | -1.59% | -3.14% | -5.51% | +1.01% | -2.61% | +4.20% | -3.66% | -4.99% | -0.19% | +4.99% | -0.92% | -14.68% |
| 2021 | -1.47% | -2.37% | -1.72% | +0.94% | +0.77% | +1.73% | +1.50% | -0.46% | -1.33% | -0.15% | -0.42% | +0.39% | -2.64% |
| 2020 | +0.49% | +3.06% | -0.75% | -0.18% | -0.54% | +2.80% | +0.39% | +5.32% |
Drawdown analysis of IBDV (ISHARES IBONDS DEC 2030 TERM CORPORATE ETF)
The maximum drawdown for the IBDV was -21.85%, occurring on Oct 20, 2022. Recovery took 727 trading sessions.
The current IBDV drawdown is -0.94%.
Since Jun 25, 2020 IBDV has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.85% | Dec 31, 2020 | 453 | Oct 20, 2022 | 727 | Sep 16, 2025 | 1180 |
| -2.06% | Feb 27, 2026 | 19 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -2.06% | Aug 6, 2020 | 35 | Sep 25, 2020 | 39 | Nov 19, 2020 | 74 |
| -0.83% | Nov 30, 2020 | 7 | Dec 9, 2020 | 12 | Dec 28, 2020 | 19 |
| -0.76% | Oct 20, 2025 | 12 | Nov 5, 2025 | 14 | Nov 25, 2025 | 26 |
| -0.59% | Sep 16, 2025 | 7 | Sep 25, 2025 | 5 | Oct 2, 2025 | 12 |
| -0.48% | Jul 23, 2020 | 2 | Jul 27, 2020 | 3 | Jul 30, 2020 | 5 |
| -0.48% | Nov 26, 2025 | 8 | Dec 9, 2025 | 7 | Dec 18, 2025 | 15 |
| -0.40% | Jan 14, 2026 | 3 | Jan 20, 2026 | 7 | Jan 29, 2026 | 10 |
| -0.31% | Oct 2, 2025 | 5 | Oct 9, 2025 | 2 | Oct 13, 2025 | 7 |
| -0.28% | Jul 9, 2020 | 1 | Jul 10, 2020 | 2 | Jul 14, 2020 | 3 |
| -0.23% | Dec 29, 2025 | 7 | Jan 8, 2026 | 4 | Jan 14, 2026 | 11 |
| -0.18% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |
| -0.15% | Jan 30, 2026 | 2 | Feb 3, 2026 | 2 | Feb 5, 2026 | 4 |
| -0.14% | Feb 23, 2026 | 2 | Feb 25, 2026 | 2 | Feb 27, 2026 | 4 |
| -0.13% | Feb 17, 2026 | 1 | Feb 18, 2026 | 3 | Feb 23, 2026 | 4 |
| -0.11% | Nov 19, 2020 | 2 | Nov 23, 2020 | 3 | Nov 27, 2020 | 5 |
| -0.10% | Dec 29, 2020 | 1 | Dec 30, 2020 | 1 | Dec 31, 2020 | 2 |
| -0.10% | Dec 18, 2025 | 3 | Dec 23, 2025 | 1 | Dec 24, 2025 | 4 |
| -0.07% | Jul 7, 2020 | 1 | Jul 8, 2020 | 1 | Jul 9, 2020 | 2 |
| -0.06% | Jun 25, 2020 | 1 | Jun 26, 2020 | 1 | Jun 29, 2020 | 2 |
| -0.06% | Aug 4, 2020 | 1 | Aug 5, 2020 | 1 | Aug 6, 2020 | 2 |
| -0.02% | Feb 5, 2026 | 1 | Feb 6, 2026 | 1 | Feb 9, 2026 | 2 |