Performance analysis of IBHH (ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF)
Annual Return
Over the past 3 years, IBHH has had an average annual return of +8.03%, underperforming the benchmark SPY, which returned +19.62% annual.
Since Mar 10, 2022, IBHH has had an average annual return of +5.21%, underperforming the benchmark SPY, which returned +15.40% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.04% | +8.03% | +7.53% | +12.86% | -6.71% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | +0.11% | -0.41% | +1.21% | +0.34% | +0.14% | +0.17% | +2.04% | |||||
| 2025 | +1.21% | +0.82% | -0.93% | +0.24% | +1.74% | +1.29% | +0.42% | +0.96% | +0.79% | -0.06% | +0.66% | +0.62% | +8.03% |
| 2024 | +0.02% | +0.47% | +0.83% | -0.93% | +1.31% | +0.50% | +1.88% | +1.40% | +1.42% | -0.51% | +1.38% | -0.44% | +7.53% |
| 2023 | +3.83% | -1.93% | +2.26% | +0.42% | -1.18% | +1.63% | +1.29% | +0.10% | -1.28% | -0.69% | +4.60% | +3.37% | +12.86% |
| 2022 | +1.12% | -4.34% | +0.66% | -7.18% | +6.41% | -3.67% | -3.86% | +3.33% | +2.86% | -1.45% | -6.71% |
Drawdown analysis of IBHH (ISHARES IBONDS 2028 TERM HIGH YIELD AND INCOME ETF)
The maximum drawdown for the IBHH was -12.05%, occurring on Sep 27, 2022. Recovery took 291 trading sessions.
The current IBHH drawdown is -0.18%.
Since Mar 10, 2022 IBHH has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.05% | Mar 31, 2022 | 123 | Sep 27, 2022 | 291 | Nov 22, 2023 | 414 |
| -4.67% | Feb 25, 2025 | 28 | Apr 4, 2025 | 25 | May 12, 2025 | 53 |
| -2.08% | Mar 10, 2022 | 2 | Mar 14, 2022 | 3 | Mar 17, 2022 | 5 |
| -1.88% | Mar 27, 2024 | 13 | Apr 16, 2024 | 14 | May 6, 2024 | 27 |
| -1.49% | Dec 6, 2024 | 9 | Dec 19, 2024 | 17 | Jan 16, 2025 | 26 |
| -1.48% | Dec 27, 2023 | 5 | Jan 4, 2024 | 19 | Feb 1, 2024 | 24 |
| -1.46% | Sep 19, 2024 | 24 | Oct 23, 2024 | 26 | Nov 29, 2024 | 50 |
| -1.22% | Feb 23, 2026 | 23 | Mar 26, 2026 | 8 | Apr 8, 2026 | 31 |
| -1.11% | Feb 1, 2024 | 2 | Feb 5, 2024 | 21 | Mar 6, 2024 | 23 |
| -1.00% | Oct 1, 2025 | 7 | Oct 10, 2025 | 9 | Oct 23, 2025 | 16 |
| -0.94% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -0.91% | Mar 18, 2022 | 6 | Mar 28, 2022 | 1 | Mar 29, 2022 | 7 |
| -0.88% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -0.81% | May 19, 2025 | 2 | May 21, 2025 | 5 | May 29, 2025 | 7 |
| -0.74% | Dec 4, 2023 | 5 | Dec 11, 2023 | 2 | Dec 13, 2023 | 7 |
| -0.63% | Oct 27, 2025 | 5 | Nov 3, 2025 | 16 | Nov 25, 2025 | 21 |
| -0.56% | Jun 13, 2024 | 1 | Jun 14, 2024 | 5 | Jun 24, 2024 | 6 |
| -0.52% | Mar 8, 2024 | 4 | Mar 14, 2024 | 4 | Mar 20, 2024 | 8 |
| -0.51% | May 8, 2026 | 7 | May 19, 2026 | 4 | May 26, 2026 | 11 |
| -0.51% | Jul 2, 2025 | 3 | Jul 8, 2025 | 10 | Jul 22, 2025 | 13 |
| -0.47% | Jul 6, 2026 | 5 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -0.47% | Mar 20, 2024 | 4 | Mar 26, 2024 | 1 | Mar 27, 2024 | 5 |
| -0.44% | May 7, 2024 | 3 | May 10, 2024 | 3 | May 15, 2024 | 6 |
| -0.41% | Jun 4, 2026 | 1 | Jun 5, 2026 | 7 | Jun 16, 2026 | 8 |
| -0.39% | Jul 16, 2024 | 6 | Jul 24, 2024 | 5 | Jul 31, 2024 | 11 |