Performance analysis of IBHK (ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF)
Annual Return
Since May 24, 2024, IBHK has had an average annual return of +7.58%, underperforming the benchmark SPY, which returned +18.40% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.18% | +9.05% | +5.06% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.87% | +0.16% | -1.51% | +1.94% | +0.63% | +0.31% | -0.20% | +2.18% | |||||
| 2025 | +1.66% | +0.73% | -0.89% | -0% | +1.49% | +2.37% | -0.00903% | +1.19% | +1.03% | -0.40% | +1.13% | +0.45% | +9.05% |
| 2024 | -0.22% | +0.94% | +2.15% | +1.84% | +1.21% | -1.42% | +1.63% | -1.11% | +5.06% |
Drawdown analysis of IBHK (ISHARES IBONDS 2031 TERM HIGH YIELD AND INCOME ETF)
The maximum drawdown for the IBHK was -4.83%, occurring on Apr 8, 2025. Recovery took 23 trading sessions.
The current IBHK drawdown is -0.37%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.83% | Feb 26, 2025 | 29 | Apr 8, 2025 | 23 | May 12, 2025 | 52 |
| -2.83% | Feb 20, 2026 | 26 | Mar 30, 2026 | 10 | Apr 14, 2026 | 36 |
| -1.98% | Dec 11, 2024 | 6 | Dec 19, 2024 | 22 | Jan 24, 2025 | 28 |
| -1.68% | Sep 23, 2024 | 28 | Oct 31, 2024 | 25 | Dec 6, 2024 | 53 |
| -1.42% | Oct 1, 2025 | 7 | Oct 10, 2025 | 11 | Oct 27, 2025 | 18 |
| -1.17% | May 6, 2026 | 9 | May 19, 2026 | 5 | May 27, 2026 | 14 |
| -1.15% | Oct 27, 2025 | 15 | Nov 17, 2025 | 6 | Nov 25, 2025 | 21 |
| -1.06% | May 13, 2025 | 8 | May 23, 2025 | 3 | May 29, 2025 | 11 |
| -0.96% | Jul 31, 2024 | 3 | Aug 5, 2024 | 6 | Aug 13, 2024 | 9 |
| -0.87% | Jul 3, 2025 | 7 | Jul 15, 2025 | 14 | Aug 4, 2025 | 21 |
| -0.79% | May 29, 2026 | 8 | Jun 10, 2026 | 3 | Jun 15, 2026 | 11 |
| -0.70% | May 24, 2024 | 2 | May 29, 2024 | 4 | Jun 4, 2024 | 6 |
| -0.69% | Apr 17, 2026 | 8 | Apr 29, 2026 | 5 | May 6, 2026 | 13 |
| -0.69% | Feb 5, 2025 | 5 | Feb 12, 2025 | 8 | Feb 25, 2025 | 13 |
| -0.52% | Jun 12, 2024 | 2 | Jun 14, 2024 | 2 | Jun 18, 2024 | 4 |
| -0.45% | Jun 21, 2024 | 6 | Jul 1, 2024 | 3 | Jul 5, 2024 | 9 |
| -0.44% | Jul 16, 2024 | 3 | Jul 19, 2024 | 8 | Jul 31, 2024 | 11 |
| -0.43% | Jul 7, 2026 | 4 | Jul 13, 2026 | Ongoing | Ongoing | Ongoing |
| -0.42% | Jun 5, 2024 | 2 | Jun 7, 2024 | 3 | Jun 12, 2024 | 5 |
| -0.41% | Jun 16, 2026 | 1 | Jun 17, 2026 | 7 | Jun 29, 2026 | 8 |
| -0.40% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.38% | Sep 23, 2025 | 2 | Sep 25, 2025 | 4 | Oct 1, 2025 | 6 |
| -0.36% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |
| -0.34% | Feb 9, 2026 | 3 | Feb 12, 2026 | 5 | Feb 20, 2026 | 8 |
| -0.31% | Jun 11, 2025 | 4 | Jun 17, 2025 | 2 | Jun 20, 2025 | 6 |