Performance analysis of IBIC (ISHARES IBONDS OCT 2026 TERM TIPS ETF)
Annual Return
Since Sep 15, 2023, IBIC has had an average annual return of +5.27%, underperforming the benchmark SPY, which returned +21.60% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.57% | +4.96% | +5.26% | +2.16% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.29% | +0.29% | +0.86% | +0.50% | +0.33% | +0.05% | +0.22% | +2.57% | |||||
| 2025 | +0.69% | +0.79% | +0.63% | +0.77% | -0.12% | +0.27% | +0.29% | +0.68% | +0.21% | +0.22% | +0.24% | +0.17% | +4.96% |
| 2024 | +0.46% | -0.02% | +0.51% | +0.02% | +0.83% | +0.49% | +0.55% | +0.69% | +0.86% | -0.00937% | +0.57% | +0.18% | +5.26% |
| 2023 | -0.35% | +0.53% | +1.06% | +0.91% | +2.16% |
Drawdown analysis of IBIC (ISHARES IBONDS OCT 2026 TERM TIPS ETF)
The maximum drawdown for the IBIC was -0.90%, occurring on Oct 3, 2023. Recovery took 9 trading sessions.
The current IBIC drawdown is -0.06%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -0.90% | Sep 18, 2023 | 11 | Oct 3, 2023 | 9 | Oct 16, 2023 | 20 |
| -0.59% | Jan 12, 2024 | 21 | Feb 13, 2024 | 12 | Mar 1, 2024 | 33 |
| -0.48% | Nov 3, 2023 | 5 | Nov 10, 2023 | 6 | Nov 20, 2023 | 11 |
| -0.47% | Apr 29, 2025 | 10 | May 13, 2025 | 32 | Jun 30, 2025 | 42 |
| -0.44% | Apr 8, 2025 | 5 | Apr 15, 2025 | 8 | Apr 28, 2025 | 13 |
| -0.43% | Dec 1, 2023 | 7 | Dec 12, 2023 | 1 | Dec 13, 2023 | 8 |
| -0.35% | Oct 1, 2024 | 6 | Oct 9, 2024 | 21 | Nov 7, 2024 | 27 |
| -0.31% | Mar 8, 2024 | 5 | Mar 15, 2024 | 4 | Mar 21, 2024 | 9 |
| -0.31% | Oct 16, 2023 | 2 | Oct 18, 2023 | 2 | Oct 20, 2023 | 4 |
| -0.30% | Apr 5, 2024 | 3 | Apr 10, 2024 | 9 | Apr 23, 2024 | 12 |
| -0.27% | May 19, 2026 | 20 | Jun 17, 2026 | 13 | Jul 8, 2026 | 33 |
| -0.27% | Oct 24, 2025 | 4 | Oct 30, 2025 | 16 | Nov 21, 2025 | 20 |
| -0.26% | Mar 22, 2024 | 5 | Apr 1, 2024 | 3 | Apr 4, 2024 | 8 |
| -0.25% | Dec 27, 2023 | 6 | Jan 5, 2024 | 4 | Jan 11, 2024 | 10 |
| -0.24% | Dec 11, 2024 | 5 | Dec 18, 2024 | 8 | Dec 31, 2024 | 13 |
| -0.23% | Jun 6, 2024 | 2 | Jun 10, 2024 | 6 | Jun 18, 2024 | 8 |
| -0.20% | Oct 20, 2023 | 3 | Oct 25, 2023 | 1 | Oct 26, 2023 | 4 |
| -0.20% | Nov 20, 2023 | 3 | Nov 24, 2023 | 2 | Nov 28, 2023 | 5 |
| -0.20% | Sep 24, 2024 | 2 | Sep 26, 2024 | 3 | Oct 1, 2024 | 5 |
| -0.20% | Nov 7, 2024 | 3 | Nov 12, 2024 | 4 | Nov 18, 2024 | 7 |
| -0.20% | Dec 14, 2023 | 3 | Dec 19, 2023 | 5 | Dec 27, 2023 | 8 |
| -0.18% | Jul 15, 2024 | 5 | Jul 22, 2024 | 7 | Jul 31, 2024 | 12 |
| -0.17% | Mar 20, 2026 | 3 | Mar 25, 2026 | 3 | Mar 30, 2026 | 6 |
| -0.16% | May 4, 2026 | 3 | May 7, 2026 | 3 | May 12, 2026 | 6 |
| -0.16% | Jul 8, 2026 | 5 | Jul 15, 2026 | Ongoing | Ongoing | Ongoing |