Performance analysis of IBHJ (ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF)
Annual Return
Since Jun 23, 2023, IBHJ has had an average annual return of +9.02%, underperforming the benchmark SPY, which returned +22.13% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.50% | +9.28% | +7.33% | +8.36% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.64% | -0.16% | -0.85% | +1.77% | +0.50% | -0.39% | +1.50% | ||||||
| 2025 | +1.69% | +0.69% | -1.04% | +0.14% | +1.64% | +2.07% | -0.06% | +1.28% | +1.07% | -0.03% | +0.76% | +0.73% | +9.28% |
| 2024 | +0.28% | -0.03% | +1.57% | -1.27% | +1.57% | +0.40% | +2.42% | +1.74% | +1.40% | -1.30% | +1.74% | -1.32% | +7.33% |
| 2023 | +1.37% | +0.94% | -0.06% | -2.08% | -0.74% | +5.30% | +3.54% | +8.36% |
Drawdown analysis of IBHJ (ISHARES IBONDS 2030 TERM HIGH YIELD AND INCOME ETF)
The maximum drawdown for the IBHJ was -4.93%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The current IBHJ drawdown is -0.39%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.93% | Feb 26, 2025 | 29 | Apr 8, 2025 | 23 | May 12, 2025 | 52 |
| -4.71% | Jul 13, 2023 | 69 | Oct 19, 2023 | 11 | Nov 3, 2023 | 80 |
| -2.76% | Mar 27, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
| -2.46% | Feb 11, 2026 | 31 | Mar 27, 2026 | 7 | Apr 8, 2026 | 38 |
| -1.98% | Dec 6, 2024 | 9 | Dec 19, 2024 | 19 | Jan 21, 2025 | 28 |
| -1.64% | Dec 27, 2023 | 5 | Jan 4, 2024 | 19 | Feb 1, 2024 | 24 |
| -1.51% | Sep 22, 2025 | 14 | Oct 10, 2025 | 11 | Oct 27, 2025 | 25 |
| -1.45% | Jun 30, 2023 | 3 | Jul 6, 2023 | 4 | Jul 12, 2023 | 7 |
| -1.45% | Sep 20, 2024 | 30 | Nov 1, 2024 | 5 | Nov 8, 2024 | 35 |
| -1.42% | Feb 1, 2024 | 8 | Feb 13, 2024 | 15 | Mar 6, 2024 | 23 |
| -1.20% | Oct 27, 2025 | 15 | Nov 17, 2025 | 8 | Nov 28, 2025 | 23 |
| -1.05% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -1.00% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -0.96% | Apr 17, 2026 | 22 | May 19, 2026 | 6 | May 28, 2026 | 28 |
| -0.90% | Nov 3, 2023 | 4 | Nov 9, 2023 | 3 | Nov 14, 2023 | 7 |
| -0.82% | Nov 8, 2024 | 4 | Nov 14, 2024 | 9 | Nov 27, 2024 | 13 |
| -0.81% | May 6, 2024 | 5 | May 13, 2024 | 2 | May 15, 2024 | 7 |
| -0.80% | May 13, 2025 | 6 | May 21, 2025 | 5 | May 29, 2025 | 11 |
| -0.73% | Jul 2, 2025 | 8 | Jul 15, 2025 | 6 | Jul 23, 2025 | 14 |
| -0.72% | Mar 12, 2024 | 2 | Mar 14, 2024 | 3 | Mar 19, 2024 | 5 |
| -0.66% | Jun 21, 2024 | 6 | Jul 1, 2024 | 3 | Jul 5, 2024 | 9 |
| -0.61% | Feb 5, 2025 | 5 | Feb 12, 2025 | 8 | Feb 25, 2025 | 13 |
| -0.60% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.56% | Jun 12, 2024 | 2 | Jun 14, 2024 | 2 | Jun 18, 2024 | 4 |
| -0.55% | Nov 14, 2023 | 1 | Nov 15, 2023 | 3 | Nov 20, 2023 | 4 |