Performance analysis of IBIE (ISHARES IBONDS OCT 2028 TERM TIPS ETF)
Annual Return
Since Sep 15, 2023, IBIE has had an average annual return of +5.35%, underperforming the benchmark SPY, which returned +21.60% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.83% | +6.47% | +3.95% | +2.93% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.59% | +0.21% | +0.21% | +0.82% | +0.13% | -0.47% | +0.35% | +1.83% | |||||
| 2025 | +0.94% | +1.44% | +0.92% | +1.04% | -0.49% | +0.55% | +0.32% | +1.46% | -0.13% | +0.02% | +0.22% | +0.00878% | +6.47% |
| 2024 | +0.33% | -0.75% | +0.71% | -0.81% | +1.28% | +0.79% | +1.46% | +0.52% | +1.31% | -1.04% | +0.16% | -0.05% | +3.95% |
| 2023 | -0.65% | +0.01% | +1.67% | +1.89% | +2.93% |
Drawdown analysis of IBIE (ISHARES IBONDS OCT 2028 TERM TIPS ETF)
The maximum drawdown for the IBIE was -1.70%, occurring on Dec 19, 2024. Recovery took 29 trading sessions.
The current IBIE drawdown is -0.26%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -1.70% | Sep 24, 2024 | 61 | Dec 19, 2024 | 29 | Feb 4, 2025 | 90 |
| -1.63% | Sep 18, 2023 | 11 | Oct 3, 2023 | 23 | Nov 3, 2023 | 34 |
| -1.48% | Jan 12, 2024 | 21 | Feb 13, 2024 | 64 | May 15, 2024 | 85 |
| -1.25% | Apr 3, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
| -1.15% | Apr 30, 2025 | 8 | May 12, 2025 | 31 | Jun 26, 2025 | 39 |
| -0.78% | Nov 3, 2023 | 5 | Nov 10, 2023 | 2 | Nov 14, 2023 | 7 |
| -0.71% | Jun 2, 2026 | 14 | Jun 23, 2026 | Ongoing | Ongoing | Ongoing |
| -0.65% | Dec 27, 2023 | 6 | Jan 5, 2024 | 5 | Jan 12, 2024 | 11 |
| -0.59% | Jun 5, 2024 | 3 | Jun 10, 2024 | 6 | Jun 18, 2024 | 9 |
| -0.55% | Mar 17, 2026 | 6 | Mar 25, 2026 | 7 | Apr 6, 2026 | 13 |
| -0.51% | Dec 1, 2023 | 7 | Dec 12, 2023 | 1 | Dec 13, 2023 | 8 |
| -0.51% | Oct 22, 2025 | 11 | Nov 6, 2025 | 43 | Jan 9, 2026 | 54 |
| -0.49% | Aug 5, 2024 | 3 | Aug 8, 2024 | 9 | Aug 21, 2024 | 12 |
| -0.43% | Mar 3, 2025 | 4 | Mar 7, 2025 | 9 | Mar 20, 2025 | 13 |
| -0.42% | May 15, 2024 | 9 | May 29, 2024 | 2 | May 31, 2024 | 11 |
| -0.41% | Jul 17, 2024 | 3 | Jul 22, 2024 | 7 | Jul 31, 2024 | 10 |
| -0.37% | Feb 5, 2025 | 5 | Feb 12, 2025 | 5 | Feb 20, 2025 | 10 |
| -0.36% | Nov 20, 2023 | 3 | Nov 24, 2023 | 2 | Nov 28, 2023 | 5 |
| -0.35% | Jul 21, 2025 | 8 | Jul 31, 2025 | 1 | Aug 1, 2025 | 9 |
| -0.34% | Sep 8, 2025 | 13 | Sep 25, 2025 | 15 | Oct 16, 2025 | 28 |
| -0.34% | Nov 14, 2023 | 1 | Nov 15, 2023 | 3 | Nov 20, 2023 | 4 |
| -0.32% | May 13, 2026 | 7 | May 22, 2026 | 5 | Jun 1, 2026 | 12 |
| -0.28% | May 1, 2026 | 4 | May 7, 2026 | 3 | May 12, 2026 | 7 |
| -0.26% | Aug 26, 2024 | 4 | Aug 30, 2024 | 4 | Sep 6, 2024 | 8 |
| -0.25% | Dec 14, 2023 | 2 | Dec 18, 2023 | 2 | Dec 20, 2023 | 4 |