Performance analysis of IBGK (ISHARES IBONDS DEC 2054 TERM TREASURY ETF)
Annual Return
Since Jun 12, 2024, IBGK has had an average annual return of -0.37%, underperforming the benchmark SPY, which returned +17.65% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -1.58% | +3.66% | -2.74% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.08% | +4.31% | -3.82% | -1.19% | +0.52% | +1.39% | -2.51% | -1.58% | |||||
| 2025 | +0% | +5.85% | -1.53% | -0.95% | -3.51% | +2.58% | -1.11% | -0.12% | +3.51% | +1.42% | +0.17% | -2.35% | +3.66% |
| 2024 | -0.52% | +3.40% | +2.43% | +1.80% | -5.35% | +2.08% | -6.15% | -2.74% |
Drawdown analysis of IBGK (ISHARES IBONDS DEC 2054 TERM TREASURY ETF)
The maximum drawdown for the IBGK was -14.62%, occurring on May 21, 2025. This drawdown has not yet recovered.
The current IBGK drawdown is -10.30%.
Since Jun 12, 2024 IBGK has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.62% | Sep 16, 2024 | 170 | May 21, 2025 | Ongoing | Ongoing | Ongoing |
| -4.61% | Jun 14, 2024 | 10 | Jul 1, 2024 | 21 | Jul 31, 2024 | 31 |
| -3.61% | Aug 5, 2024 | 3 | Aug 8, 2024 | 18 | Sep 4, 2024 | 21 |
| -0.53% | Sep 10, 2024 | 2 | Sep 12, 2024 | 2 | Sep 16, 2024 | 4 |
| -0.07% | Sep 5, 2024 | 1 | Sep 6, 2024 | 1 | Sep 9, 2024 | 2 |