Performance analysis of IBGL (ISHARES IBONDS DEC 2055 TERM TREASURY ETF)
Annual Return
Since Mar 26, 2025, IBGL has had an average annual return of +1.02%, underperforming the benchmark SPY, which returned +25.66% annual.
| 2026 | 2025 | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.24% | +1% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.00990% | +4.35% | -3.75% | -1.22% | +0.54% | +0.51% | +0.24% | ||||||
| 2025 | +1.89% | -0.95% | -3.63% | +2.60% | -1.20% | -0.14% | +3.48% | +1.41% | +0.21% | -2.45% | +1% |
Drawdown analysis of IBGL (ISHARES IBONDS DEC 2055 TERM TREASURY ETF)
The maximum drawdown for the IBGL was -9.36%, occurring on May 21, 2025. Recovery took 105 trading sessions.
The current IBGL drawdown is -3.93%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.36% | Apr 4, 2025 | 32 | May 21, 2025 | 105 | Oct 21, 2025 | 137 |
| -7.23% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -4.64% | Oct 22, 2025 | 60 | Jan 20, 2026 | 27 | Feb 27, 2026 | 87 |
| -0.32% | Mar 26, 2025 | 1 | Mar 27, 2025 | 1 | Mar 28, 2025 | 2 |
| -0.09% | Apr 1, 2025 | 1 | Apr 2, 2025 | 1 | Apr 3, 2025 | 2 |