Performance analysis of IBID (ISHARES IBONDS OCT 2027 TERM TIPS ETF)
Annual Return
Since Sep 15, 2023, IBID has had an average annual return of +5.72%, underperforming the benchmark SPY, which returned +22.99% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +2.46% | +5.66% | +4.72% | +2.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.40% | +0.18% | +0.66% | +0.57% | +0.46% | +0.17% | +2.46% | ||||||
| 2025 | +0.90% | +1.10% | +1% | +0.92% | -0.59% | +0.36% | +0.31% | +1.14% | +0.03% | +0.03% | +0.19% | +0.13% | +5.66% |
| 2024 | +0.41% | -0.35% | +0.53% | -0.44% | +1.07% | +0.76% | +0.94% | +0.74% | +1.02% | -0.46% | +0.36% | +0.06% | +4.72% |
| 2023 | -0.48% | +0.28% | +1.39% | +1.40% | +2.61% |
Drawdown analysis of IBID (ISHARES IBONDS OCT 2027 TERM TIPS ETF)
The maximum drawdown for the IBID was -1.29%, occurring on Oct 3, 2023. Recovery took 21 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.29% | Sep 18, 2023 | 11 | Oct 3, 2023 | 21 | Nov 1, 2023 | 32 |
| -1.00% | Jan 12, 2024 | 21 | Feb 13, 2024 | 27 | Mar 22, 2024 | 48 |
| -0.99% | Apr 30, 2025 | 9 | May 13, 2025 | 40 | Jul 11, 2025 | 49 |
| -0.92% | Sep 24, 2024 | 30 | Nov 5, 2024 | 47 | Jan 15, 2025 | 77 |
| -0.74% | Apr 3, 2025 | 6 | Apr 11, 2025 | 9 | Apr 25, 2025 | 15 |
| -0.64% | Mar 22, 2024 | 12 | Apr 10, 2024 | 17 | May 3, 2024 | 29 |
| -0.64% | Nov 3, 2023 | 5 | Nov 10, 2023 | 2 | Nov 14, 2023 | 7 |
| -0.48% | Dec 27, 2023 | 6 | Jan 5, 2024 | 5 | Jan 12, 2024 | 11 |
| -0.47% | Dec 1, 2023 | 6 | Dec 11, 2023 | 2 | Dec 13, 2023 | 8 |
| -0.37% | Jun 6, 2024 | 1 | Jun 7, 2024 | 7 | Jun 18, 2024 | 8 |
| -0.37% | Oct 22, 2025 | 10 | Nov 5, 2025 | 37 | Dec 30, 2025 | 47 |
| -0.37% | Mar 20, 2026 | 3 | Mar 25, 2026 | 4 | Mar 31, 2026 | 7 |
| -0.34% | Aug 5, 2024 | 2 | Aug 7, 2024 | 10 | Aug 21, 2024 | 12 |
| -0.31% | Jul 18, 2024 | 2 | Jul 22, 2024 | 5 | Jul 29, 2024 | 7 |
| -0.31% | Nov 14, 2023 | 1 | Nov 15, 2023 | 3 | Nov 20, 2023 | 4 |
| -0.30% | Jul 22, 2025 | 7 | Jul 31, 2025 | 1 | Aug 1, 2025 | 8 |
| -0.28% | Nov 20, 2023 | 3 | Nov 24, 2023 | 2 | Nov 28, 2023 | 5 |
| -0.25% | Mar 4, 2025 | 2 | Mar 6, 2025 | 3 | Mar 11, 2025 | 5 |
| -0.24% | May 21, 2024 | 5 | May 29, 2024 | 2 | May 31, 2024 | 7 |
| -0.24% | Mar 13, 2025 | 2 | Mar 17, 2025 | 3 | Mar 20, 2025 | 5 |
| -0.20% | Dec 14, 2023 | 3 | Dec 19, 2023 | 1 | Dec 20, 2023 | 4 |
| -0.20% | Sep 17, 2025 | 6 | Sep 25, 2025 | 8 | Oct 7, 2025 | 14 |
| -0.20% | May 9, 2024 | 2 | May 13, 2024 | 2 | May 15, 2024 | 4 |
| -0.19% | Mar 31, 2026 | 1 | Apr 1, 2026 | 1 | Apr 2, 2026 | 2 |
| -0.17% | Feb 5, 2025 | 2 | Feb 7, 2025 | 5 | Feb 14, 2025 | 7 |