Performance analysis of IBDZ (ISHARES IBONDS DEC 2034 TERM CORPORATE ETF)
Annual Return
Since May 24, 2024, IBDZ has had an average annual return of +6.71%, underperforming the benchmark SPY, which returned +20.94% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.53% | +8.84% | +4.24% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.15% | +1.46% | -1.99% | +0.54% | +0.41% | -0.02% | +0.53% | ||||||
| 2025 | +0.32% | +2.19% | -0.34% | -0.14% | +0.45% | +2.29% | -0.08% | +1.22% | +1.40% | +0.37% | +1.16% | -0.29% | +8.84% |
| 2024 | -0.01% | +1.29% | +2.57% | +1.70% | +1.88% | -2.43% | +0.96% | -1.69% | +4.24% |
Drawdown analysis of IBDZ (ISHARES IBONDS DEC 2034 TERM CORPORATE ETF)
The maximum drawdown for the IBDZ was -5.56%, occurring on Jan 13, 2025. Recovery took 110 trading sessions.
The current IBDZ drawdown is -1.07%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.56% | Sep 16, 2024 | 81 | Jan 13, 2025 | 110 | Jun 23, 2025 | 191 |
| -3.04% | Feb 27, 2026 | 20 | Mar 27, 2026 | Ongoing | Ongoing | Ongoing |
| -1.41% | Jun 24, 2024 | 5 | Jul 1, 2024 | 3 | Jul 5, 2024 | 8 |
| -1.40% | Oct 27, 2025 | 14 | Nov 14, 2025 | 7 | Nov 25, 2025 | 21 |
| -1.36% | Jul 1, 2025 | 9 | Jul 15, 2025 | 10 | Jul 29, 2025 | 19 |
| -1.36% | Aug 5, 2024 | 2 | Aug 7, 2024 | 5 | Aug 14, 2024 | 7 |
| -1.27% | Jul 16, 2024 | 6 | Jul 24, 2024 | 5 | Jul 31, 2024 | 11 |
| -1.06% | Jun 6, 2024 | 2 | Jun 10, 2024 | 3 | Jun 13, 2024 | 5 |
| -1.04% | Nov 26, 2025 | 8 | Dec 9, 2025 | 24 | Jan 14, 2026 | 32 |
| -0.98% | Jan 14, 2026 | 3 | Jan 20, 2026 | 13 | Feb 6, 2026 | 16 |
| -0.94% | Sep 15, 2025 | 8 | Sep 25, 2025 | 14 | Oct 15, 2025 | 22 |
| -0.90% | May 24, 2024 | 2 | May 29, 2024 | 3 | Jun 3, 2024 | 5 |
| -0.76% | Aug 23, 2024 | 5 | Aug 30, 2024 | 2 | Sep 4, 2024 | 7 |
| -0.64% | Aug 13, 2025 | 3 | Aug 18, 2025 | 7 | Aug 27, 2025 | 10 |
| -0.57% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.43% | Aug 4, 2025 | 4 | Aug 8, 2025 | 3 | Aug 13, 2025 | 7 |
| -0.40% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.39% | Jun 13, 2024 | 2 | Jun 17, 2024 | 4 | Jun 24, 2024 | 6 |
| -0.37% | Oct 16, 2025 | 1 | Oct 17, 2025 | 6 | Oct 27, 2025 | 7 |
| -0.32% | Jul 8, 2024 | 1 | Jul 9, 2024 | 2 | Jul 11, 2024 | 3 |
| -0.30% | Sep 8, 2025 | 1 | Sep 9, 2025 | 2 | Sep 11, 2025 | 3 |
| -0.27% | Jul 12, 2024 | 1 | Jul 15, 2024 | 1 | Jul 16, 2024 | 2 |
| -0.23% | Jul 29, 2025 | 2 | Jul 31, 2025 | 1 | Aug 1, 2025 | 3 |
| -0.23% | Aug 14, 2024 | 1 | Aug 15, 2024 | 2 | Aug 19, 2024 | 3 |
| -0.19% | Sep 11, 2025 | 1 | Sep 12, 2025 | 1 | Sep 15, 2025 | 2 |