Performance analysis of IBDY (ISHARES IBONDS DEC 2033 TERM CORPORATE ETF)
Annual Return
Since Jun 23, 2023, IBDY has had an average annual return of +5.85%, underperforming the benchmark SPY, which returned +22.12% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.18% | +9.41% | +2.01% | +5.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.15% | +1.40% | -1.85% | +0.37% | +0.36% | -0.23% | +0.18% | ||||||
| 2025 | +0.57% | +2.11% | -0% | +0.14% | +0.54% | +1.94% | +0.08% | +1.11% | +1.29% | +0.28% | +1.02% | -0.03% | +9.41% |
| 2024 | -0.31% | -1.75% | +1.45% | -2.76% | +2.09% | +0.86% | +2.61% | +1.66% | +1.68% | -2.87% | +1.55% | -2.00% | +2.01% |
| 2023 | +0.42% | +0.12% | -0.78% | -3.16% | -1.90% | +6.87% | +4.41% | +5.75% |
Drawdown analysis of IBDY (ISHARES IBONDS DEC 2033 TERM CORPORATE ETF)
The maximum drawdown for the IBDY was -7.52%, occurring on Oct 19, 2023. Recovery took 28 trading sessions.
The current IBDY drawdown is -1.35%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -7.52% | Jul 13, 2023 | 69 | Oct 19, 2023 | 28 | Nov 29, 2023 | 97 |
| -5.09% | Sep 17, 2024 | 80 | Jan 13, 2025 | 104 | Jun 12, 2025 | 184 |
| -4.51% | Dec 27, 2023 | 75 | Apr 16, 2024 | 59 | Jul 11, 2024 | 134 |
| -2.84% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.87% | Jun 30, 2023 | 3 | Jul 6, 2023 | 4 | Jul 12, 2023 | 7 |
| -1.34% | Aug 5, 2024 | 3 | Aug 8, 2024 | 4 | Aug 14, 2024 | 7 |
| -1.30% | Oct 27, 2025 | 7 | Nov 5, 2025 | 15 | Nov 26, 2025 | 22 |
| -1.09% | Jul 2, 2025 | 8 | Jul 15, 2025 | 10 | Jul 29, 2025 | 18 |
| -0.98% | Jul 16, 2024 | 6 | Jul 24, 2024 | 4 | Jul 30, 2024 | 10 |
| -0.95% | Sep 15, 2025 | 8 | Sep 25, 2025 | 13 | Oct 14, 2025 | 21 |
| -0.74% | Nov 26, 2025 | 8 | Dec 9, 2025 | 11 | Dec 24, 2025 | 19 |
| -0.74% | Dec 29, 2025 | 14 | Jan 20, 2026 | 12 | Feb 5, 2026 | 26 |
| -0.62% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.56% | Dec 6, 2023 | 3 | Dec 11, 2023 | 1 | Dec 12, 2023 | 4 |
| -0.55% | Jun 12, 2025 | 2 | Jun 16, 2025 | 4 | Jun 23, 2025 | 6 |
| -0.53% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -0.40% | Aug 28, 2025 | 2 | Sep 2, 2025 | 1 | Sep 3, 2025 | 3 |
| -0.35% | Nov 29, 2023 | 1 | Nov 30, 2023 | 1 | Dec 1, 2023 | 2 |
| -0.35% | Aug 14, 2024 | 1 | Aug 15, 2024 | 2 | Aug 19, 2024 | 3 |
| -0.34% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.34% | Aug 4, 2025 | 4 | Aug 8, 2025 | 3 | Aug 13, 2025 | 7 |
| -0.32% | Jun 28, 2023 | 1 | Jun 29, 2023 | 1 | Jun 30, 2023 | 2 |
| -0.31% | Dec 1, 2023 | 1 | Dec 4, 2023 | 1 | Dec 5, 2023 | 2 |
| -0.26% | Oct 16, 2025 | 1 | Oct 17, 2025 | 1 | Oct 20, 2025 | 2 |
| -0.24% | Jul 29, 2025 | 1 | Jul 30, 2025 | 2 | Aug 1, 2025 | 3 |