Performance analysis of IBHF (ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF)
Annual Return
Over the past 3 years, IBHF has had an average annual return of +7.26%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBHF has had an average annual return of +4.10%, underperforming the benchmark SPY, which returned +14% annual.
Since Nov 12, 2020, IBHF has had an average annual return of +4.66%, underperforming the benchmark SPY, which returned +16.36% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.45% | +6.60% | +8.55% | +10.39% | -6.67% | +4.43% | +2.97% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.22% | +0.46% | -0.24% | +0.11% | -0.17% | +0.08% | +0.45% | ||||||
| 2025 | +0.91% | +0.77% | -0.28% | +0.16% | +0.78% | +0.78% | +0.73% | +1.10% | +0.55% | +0.41% | -0.09% | +0.60% | +6.60% |
| 2024 | +0.26% | +0.62% | +0.97% | -0.48% | +1.18% | +0.54% | +1.51% | +0.97% | +1.51% | +0.07% | +0.72% | +0.38% | +8.55% |
| 2023 | +2.68% | -0.74% | +1.21% | +0.65% | -0.75% | +1.80% | +0.82% | +0.47% | -0.38% | -0.56% | +3.01% | +1.81% | +10.39% |
| 2022 | -1.95% | -0.47% | -0.75% | -2.66% | +0.48% | -5.77% | +4.97% | -1.99% | -2.79% | +2.45% | +3.12% | -1.04% | -6.67% |
| 2021 | -0.24% | +0.20% | +1.26% | +0.68% | +0.29% | +0.93% | -0.14% | +0.40% | +0.02% | +0.06% | -0.99% | +1.90% | +4.43% |
| 2020 | +1.19% | +1.76% | +2.97% |
Drawdown analysis of IBHF (ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF)
The maximum drawdown for the IBHF was -11.19%, occurring on Jun 13, 2022. Recovery took 358 trading sessions.
The current IBHF drawdown is -0.53%.
Since Nov 12, 2020 IBHF has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -11.19% | Dec 27, 2021 | 116 | Jun 13, 2022 | 358 | Nov 14, 2023 | 474 |
| -2.54% | Feb 28, 2025 | 26 | Apr 7, 2025 | 13 | Apr 25, 2025 | 39 |
| -1.87% | Nov 5, 2021 | 14 | Nov 26, 2021 | 18 | Dec 22, 2021 | 32 |
| -1.40% | Jan 7, 2021 | 2 | Jan 11, 2021 | 53 | Mar 29, 2021 | 55 |
| -1.13% | Mar 20, 2024 | 18 | Apr 16, 2024 | 12 | May 2, 2024 | 30 |
| -1.09% | Jul 6, 2021 | 9 | Jul 19, 2021 | 32 | Sep 1, 2021 | 41 |
| -1.08% | Dec 27, 2023 | 5 | Jan 4, 2024 | 19 | Feb 1, 2024 | 24 |
| -0.79% | Sep 15, 2021 | 18 | Oct 11, 2021 | 18 | Nov 4, 2021 | 36 |
| -0.68% | Dec 6, 2024 | 8 | Dec 18, 2024 | 5 | Dec 26, 2024 | 13 |
| -0.66% | May 7, 2021 | 3 | May 12, 2021 | 8 | May 24, 2021 | 11 |
| -0.64% | Feb 27, 2026 | 10 | Mar 13, 2026 | 21 | Apr 14, 2026 | 31 |
| -0.61% | May 19, 2026 | 5 | May 27, 2026 | Ongoing | Ongoing | Ongoing |
| -0.60% | Jul 31, 2024 | 3 | Aug 5, 2024 | 5 | Aug 12, 2024 | 8 |
| -0.53% | May 15, 2024 | 9 | May 29, 2024 | 3 | Jun 3, 2024 | 12 |
| -0.52% | Oct 27, 2025 | 16 | Nov 18, 2025 | 5 | Nov 25, 2025 | 21 |
| -0.52% | Apr 17, 2026 | 19 | May 14, 2026 | 3 | May 19, 2026 | 22 |
| -0.51% | Feb 1, 2024 | 2 | Feb 5, 2024 | 4 | Feb 9, 2024 | 6 |
| -0.48% | Nov 14, 2023 | 2 | Nov 16, 2023 | 4 | Nov 22, 2023 | 6 |
| -0.45% | Nov 16, 2020 | 2 | Nov 18, 2020 | 3 | Nov 23, 2020 | 5 |
| -0.44% | Feb 9, 2024 | 2 | Feb 13, 2024 | 6 | Feb 22, 2024 | 8 |
| -0.39% | May 27, 2025 | 7 | Jun 5, 2025 | 7 | Jun 16, 2025 | 14 |
| -0.39% | Oct 1, 2024 | 4 | Oct 7, 2024 | 7 | Oct 16, 2024 | 11 |
| -0.39% | Jun 8, 2021 | 6 | Jun 16, 2021 | 6 | Jun 24, 2021 | 12 |
| -0.39% | Oct 18, 2024 | 5 | Oct 25, 2024 | 7 | Nov 5, 2024 | 12 |
| -0.34% | Apr 29, 2025 | 1 | Apr 30, 2025 | 6 | May 8, 2025 | 7 |