Performance analysis of IBDW (ISHARES IBONDS DEC 2031 TERM CORPORATE ETF)
Annual Return
Over the past 3 years, IBDW has had an average annual return of +5.92%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jun 24, 2021, IBDW has had an average annual return of +0.48%, underperforming the benchmark SPY, which returned +13.96% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.24% | +9.06% | +2.96% | +9.39% | -17.14% | +0.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.33% | +0.96% | -1.55% | +0.49% | +0.21% | -0.18% | +0.24% | ||||||
| 2025 | +0.74% | +1.89% | +0.17% | +0.80% | +0.18% | +1.67% | -0.17% | +1.60% | +0.63% | +0.30% | +0.82% | +0.13% | +9.06% |
| 2024 | -0.29% | -1.54% | +1.30% | -2.37% | +1.98% | +0.72% | +2.56% | +1.67% | +1.56% | -2.35% | +1.24% | -1.39% | +2.96% |
| 2023 | +4.59% | -3.48% | +3.48% | +0.68% | -1.53% | +0.20% | +0.20% | -0.50% | -2.93% | -1.78% | +6.25% | +4.38% | +9.39% |
| 2022 | -3.16% | -1.78% | -3.43% | -6.14% | +1.07% | -2.94% | +4.29% | -4.09% | -5.37% | -0.60% | +5.60% | -1.40% | -17.14% |
| 2021 | +0.63% | +1.57% | -0.29% | -1.66% | -0.08% | -0.13% | +0.35% | +0.36% |
Drawdown analysis of IBDW (ISHARES IBONDS DEC 2031 TERM CORPORATE ETF)
The maximum drawdown for the IBDW was -23.88%, occurring on Oct 20, 2022. Recovery took 825 trading sessions.
The current IBDW drawdown is -1.03%.
Since Jun 24, 2021 IBDW has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -23.88% | Aug 3, 2021 | 307 | Oct 20, 2022 | 825 | Feb 5, 2026 | 1132 |
| -2.42% | Feb 23, 2026 | 23 | Mar 26, 2026 | Ongoing | Ongoing | Ongoing |
| -0.78% | Jul 8, 2021 | 3 | Jul 13, 2021 | 4 | Jul 19, 2021 | 7 |
| -0.59% | Jul 19, 2021 | 2 | Jul 21, 2021 | 5 | Jul 28, 2021 | 7 |
| -0.19% | Jun 30, 2021 | 1 | Jul 1, 2021 | 1 | Jul 2, 2021 | 2 |
| -0.19% | Jul 28, 2021 | 1 | Jul 29, 2021 | 2 | Aug 2, 2021 | 3 |
| -0.17% | Jun 24, 2021 | 1 | Jun 25, 2021 | 1 | Jun 28, 2021 | 2 |
| -0.12% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.08% | Feb 17, 2026 | 1 | Feb 18, 2026 | 3 | Feb 23, 2026 | 4 |