Performance analysis of IBHE (iShares iBonds 2025 Term High Yield and Income ETF)
Annual Return
Over the past 3 years, IBHE has had an average annual return of +6.07%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IBHE has had an average annual return of +3.89%, underperforming the benchmark SPY, which returned +13.88% annual.
Since May 9, 2019, IBHE has had an average annual return of +4.55%, underperforming the benchmark SPY, which returned +16.37% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +4.45% | +7.61% | +10.32% | -4.08% | +4.40% | +4.15% | +5.91% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2025 | +0.28% | +0.71% | +0.11% | +0.59% | +0.18% | +0.61% | +0.27% | +0.42% | +0.33% | +0.42% | +0.26% | +0.18% | +4.45% |
| 2024 | +0.69% | +0.92% | +0.82% | +0.22% | +0.94% | +0.21% | +0.52% | +0.73% | +0.66% | +0.39% | +0.56% | +0.71% | +7.61% |
| 2023 | +2.35% | -0.28% | +0.87% | +0.61% | +0.23% | +1.37% | +0.68% | +0.82% | +0.03% | -0.33% | +2.07% | +1.48% | +10.32% |
| 2022 | -0.98% | -0.53% | -0.56% | -1.93% | +0.55% | -4.45% | +4.08% | -1.80% | -1.93% | +2.05% | +2.45% | -0.81% | -4.08% |
| 2021 | -0.33% | +0.58% | +1.22% | +0.58% | +0.36% | +0.77% | -0.08% | +0.45% | -0.03% | +0.05% | -0.80% | +1.56% | +4.40% |
| 2020 | -0.55% | -1.68% | -10.63% | +4.86% | +3% | +0.33% | +4.32% | +0.56% | -0.49% | +0.48% | +3.02% | +1.79% | +4.15% |
| 2019 | -1.52% | +3.19% | +0.18% | +0.85% | +0.62% | -0.09% | +0.67% | +1.92% | +5.91% |
Drawdown analysis of IBHE (iShares iBonds 2025 Term High Yield and Income ETF)
The maximum drawdown for the IBHE was -26.92%, occurring on Mar 20, 2020. Recovery took 159 trading sessions.
Since May 9, 2019 IBHE has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.92% | Feb 12, 2020 | 26 | Mar 20, 2020 | 159 | Nov 4, 2020 | 185 |
| -8.51% | Dec 27, 2021 | 116 | Jun 13, 2022 | 252 | Jun 14, 2023 | 368 |
| -2.07% | Jul 2, 2021 | 23 | Aug 5, 2021 | 16 | Aug 27, 2021 | 39 |
| -1.62% | Jul 3, 2019 | 22 | Aug 5, 2019 | 12 | Aug 21, 2019 | 34 |
| -1.60% | May 10, 2019 | 14 | May 31, 2019 | 5 | Jun 7, 2019 | 19 |
| -1.49% | Jan 15, 2020 | 7 | Jan 27, 2020 | 11 | Feb 11, 2020 | 18 |
| -1.40% | Nov 5, 2021 | 14 | Nov 26, 2021 | 18 | Dec 22, 2021 | 32 |
| -1.40% | Sep 17, 2019 | 15 | Oct 8, 2019 | 13 | Oct 25, 2019 | 28 |
| -0.95% | Sep 1, 2023 | 33 | Oct 19, 2023 | 10 | Nov 2, 2023 | 43 |
| -0.81% | Mar 1, 2021 | 13 | Mar 18, 2021 | 6 | Mar 26, 2021 | 19 |
| -0.80% | Sep 15, 2021 | 18 | Oct 11, 2021 | 18 | Nov 4, 2021 | 36 |
| -0.75% | Mar 19, 2025 | 12 | Apr 4, 2025 | 3 | Apr 9, 2025 | 15 |
| -0.74% | Nov 8, 2023 | 1 | Nov 9, 2023 | 3 | Nov 14, 2023 | 4 |
| -0.72% | Jun 20, 2019 | 4 | Jun 26, 2019 | 5 | Jul 3, 2019 | 9 |
| -0.71% | Jun 30, 2023 | 3 | Jul 6, 2023 | 4 | Jul 12, 2023 | 7 |
| -0.67% | Feb 24, 2021 | 1 | Feb 25, 2021 | 2 | Mar 1, 2021 | 3 |
| -0.66% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -0.65% | Oct 28, 2019 | 3 | Oct 31, 2019 | 11 | Nov 15, 2019 | 14 |
| -0.65% | Dec 27, 2023 | 6 | Jan 5, 2024 | 5 | Jan 12, 2024 | 11 |
| -0.64% | Nov 10, 2020 | 2 | Nov 12, 2020 | 2 | Nov 16, 2020 | 4 |
| -0.60% | Aug 14, 2023 | 3 | Aug 17, 2023 | 7 | Aug 28, 2023 | 10 |
| -0.59% | Nov 15, 2019 | 4 | Nov 21, 2019 | 3 | Nov 26, 2019 | 7 |
| -0.53% | Jun 15, 2023 | 4 | Jun 22, 2023 | 6 | Jun 30, 2023 | 10 |
| -0.48% | Jan 20, 2021 | 5 | Jan 27, 2021 | 4 | Feb 2, 2021 | 9 |
| -0.48% | Aug 22, 2019 | 1 | Aug 23, 2019 | 1 | Aug 26, 2019 | 2 |