Performance analysis of IBHI (ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF)
Annual Return
Over the past 3 years, IBHI has had an average annual return of +8.89%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Mar 10, 2022, IBHI has had an average annual return of +5.20%, underperforming the benchmark SPY, which returned +16.06% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.52% | +7.87% | +8.34% | +14.20% | -8.53% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.51% | -0.20% | -0.68% | +1.51% | +0.48% | -0.10% | +1.52% | ||||||
| 2025 | +1.15% | +0.77% | -1.73% | -0% | +1.93% | +1.89% | +0.25% | +1.18% | +0.97% | -0.09% | +0.61% | +0.73% | +7.87% |
| 2024 | +0.41% | -0.30% | +1.92% | -1.80% | +1.70% | +0.85% | +2.24% | +1.52% | +1.27% | -0.68% | +1.49% | -0.51% | +8.34% |
| 2023 | +4.53% | -2.24% | +2.52% | +0.72% | -1.48% | +1.84% | +1.21% | -0.07% | -1.65% | -0.82% | +4.91% | +4.23% | +14.20% |
| 2022 | +0.90% | -5.20% | +0.91% | -7.80% | +7.29% | -3.85% | -5.00% | +3.45% | +3.24% | -1.79% | -8.53% |
Drawdown analysis of IBHI (ISHARES IBONDS 2029 TERM HIGH YIELD AND INCOME ETF)
The maximum drawdown for the IBHI was -13.65%, occurring on Sep 30, 2022. Recovery took 294 trading sessions.
The current IBHI drawdown is -0.17%.
Since Mar 10, 2022 IBHI has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.65% | Mar 29, 2022 | 128 | Sep 30, 2022 | 294 | Dec 1, 2023 | 422 |
| -5.73% | Feb 28, 2025 | 26 | Apr 7, 2025 | 37 | May 30, 2025 | 63 |
| -2.52% | Mar 27, 2024 | 15 | Apr 18, 2024 | 19 | May 15, 2024 | 34 |
| -2.13% | Mar 10, 2022 | 2 | Mar 14, 2022 | 3 | Mar 17, 2022 | 5 |
| -2.11% | Feb 2, 2026 | 38 | Mar 27, 2026 | 7 | Apr 8, 2026 | 45 |
| -1.92% | Dec 9, 2024 | 8 | Dec 19, 2024 | 19 | Jan 21, 2025 | 27 |
| -1.72% | Dec 27, 2023 | 6 | Jan 5, 2024 | 16 | Jan 30, 2024 | 22 |
| -1.37% | Feb 1, 2024 | 8 | Feb 13, 2024 | 16 | Mar 7, 2024 | 24 |
| -1.31% | Sep 22, 2025 | 14 | Oct 10, 2025 | 10 | Oct 24, 2025 | 24 |
| -1.30% | Jul 31, 2024 | 3 | Aug 5, 2024 | 7 | Aug 14, 2024 | 10 |
| -1.15% | Sep 20, 2024 | 30 | Nov 1, 2024 | 4 | Nov 7, 2024 | 34 |
| -1.12% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -1.09% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |
| -1.03% | Mar 18, 2022 | 5 | Mar 25, 2022 | 2 | Mar 29, 2022 | 7 |
| -0.88% | Nov 11, 2024 | 4 | Nov 15, 2024 | 9 | Nov 29, 2024 | 13 |
| -0.77% | Feb 5, 2025 | 4 | Feb 11, 2025 | 5 | Feb 19, 2025 | 9 |
| -0.72% | Jul 3, 2025 | 7 | Jul 15, 2025 | 6 | Jul 23, 2025 | 13 |
| -0.68% | Apr 20, 2026 | 21 | May 19, 2026 | 4 | May 26, 2026 | 25 |
| -0.64% | Mar 20, 2024 | 2 | Mar 22, 2024 | 3 | Mar 27, 2024 | 5 |
| -0.60% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.47% | Jun 12, 2024 | 2 | Jun 14, 2024 | 12 | Jul 3, 2024 | 14 |
| -0.46% | Dec 7, 2023 | 2 | Dec 11, 2023 | 2 | Dec 13, 2023 | 4 |
| -0.45% | Aug 23, 2024 | 3 | Aug 28, 2024 | 2 | Aug 30, 2024 | 5 |
| -0.44% | Jul 16, 2024 | 2 | Jul 18, 2024 | 3 | Jul 23, 2024 | 5 |
| -0.43% | Dec 22, 2023 | 1 | Dec 26, 2023 | 1 | Dec 27, 2023 | 2 |