Performance analysis of IBHG (ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF)
Annual Return
Over the past 3 years, IBHG has had an average annual return of +7.42%, underperforming the benchmark SPY, which returned +22.77% annual.
Since Jul 9, 2021, IBHG has had an average annual return of +3.59%, underperforming the benchmark SPY, which returned +13.52% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.05% | +6.91% | +7.42% | +11.26% | -8.89% | +1.07% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.03% | +0.13% | +0% | +0.70% | +0.40% | -0.13% | +1.05% | ||||||
| 2025 | +1.08% | +0.89% | -0.50% | +0.39% | +1.24% | +0.99% | +0.32% | +0.57% | +0.46% | +0.25% | +0.39% | +0.62% | +6.91% |
| 2024 | +0.55% | +0.11% | +0.78% | -0.89% | +1.18% | +0.49% | +1.80% | +1.03% | +1.48% | -0.36% | +1.24% | -0.20% | +7.42% |
| 2023 | +4.09% | -1.85% | +1.72% | +0.27% | -1.05% | +1.82% | +1.07% | +0.23% | -0.93% | -0.97% | +3.97% | +2.56% | +11.26% |
| 2022 | -1.98% | -0.72% | -0.70% | -3.93% | +0.91% | -7.13% | +6.24% | -2.83% | -3.69% | +3.36% | +3.44% | -1.50% | -8.89% |
| 2021 | -0.24% | +0.38% | +0.02% | -0.08% | -0.80% | +1.80% | +1.07% |
Drawdown analysis of IBHG (ISHARES IBONDS 2027 TERM HIGH YIELD AND INCOME ETF)
The maximum drawdown for the IBHG was -13.85%, occurring on Sep 27, 2022. Recovery took 305 trading sessions.
The current IBHG drawdown is -0.13%.
Since Jul 9, 2021 IBHG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.85% | Dec 27, 2021 | 189 | Sep 27, 2022 | 305 | Dec 13, 2023 | 494 |
| -3.39% | Mar 5, 2025 | 23 | Apr 7, 2025 | 15 | Apr 29, 2025 | 38 |
| -1.75% | Mar 27, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
| -1.57% | Dec 27, 2023 | 5 | Jan 4, 2024 | 14 | Jan 25, 2024 | 19 |
| -1.55% | Nov 8, 2021 | 13 | Nov 26, 2021 | 18 | Dec 22, 2021 | 31 |
| -1.03% | Dec 11, 2024 | 5 | Dec 18, 2024 | 17 | Jan 15, 2025 | 22 |
| -1.02% | Jul 12, 2021 | 5 | Jul 19, 2021 | 29 | Aug 27, 2021 | 34 |
| -0.94% | Sep 15, 2021 | 18 | Oct 11, 2021 | 20 | Nov 8, 2021 | 38 |
| -0.83% | Jan 25, 2024 | 13 | Feb 13, 2024 | 6 | Feb 22, 2024 | 19 |
| -0.82% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -0.77% | May 15, 2024 | 9 | May 29, 2024 | 3 | Jun 3, 2024 | 12 |
| -0.73% | Feb 20, 2026 | 20 | Mar 20, 2026 | 12 | Apr 8, 2026 | 32 |
| -0.66% | Oct 27, 2025 | 15 | Nov 17, 2025 | 7 | Nov 26, 2025 | 22 |
| -0.63% | May 20, 2025 | 1 | May 21, 2025 | 6 | May 30, 2025 | 7 |
| -0.50% | Sep 30, 2024 | 5 | Oct 7, 2024 | 9 | Oct 18, 2024 | 14 |
| -0.49% | Nov 8, 2024 | 4 | Nov 14, 2024 | 9 | Nov 27, 2024 | 13 |
| -0.49% | Oct 1, 2025 | 7 | Oct 10, 2025 | 3 | Oct 15, 2025 | 10 |
| -0.44% | May 13, 2025 | 1 | May 14, 2025 | 3 | May 19, 2025 | 4 |
| -0.44% | Oct 18, 2024 | 9 | Oct 31, 2024 | 3 | Nov 5, 2024 | 12 |
| -0.43% | Jun 12, 2024 | 2 | Jun 14, 2024 | 4 | Jun 21, 2024 | 6 |
| -0.41% | Mar 6, 2024 | 8 | Mar 18, 2024 | 1 | Mar 19, 2024 | 9 |
| -0.40% | May 7, 2024 | 3 | May 10, 2024 | 3 | May 15, 2024 | 6 |
| -0.40% | Feb 22, 2024 | 2 | Feb 26, 2024 | 4 | Mar 1, 2024 | 6 |
| -0.34% | Jun 21, 2024 | 6 | Jul 1, 2024 | 2 | Jul 3, 2024 | 8 |
| -0.31% | Feb 5, 2025 | 5 | Feb 12, 2025 | 2 | Feb 14, 2025 | 7 |