Performance analysis of IBMO (ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF)
Annual Return
Over the past 3 years, IBMO has had an average annual return of +2.98%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IBMO has had an average annual return of +0.67%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Apr 4, 2019, IBMO has had an average annual return of +1.84%, underperforming the benchmark SPY, which returned +16.10% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.95% | +3.11% | +1.97% | +2.90% | -5.36% | -0.16% | +5.48% | +4.69% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.28% | +0.19% | -0.11% | +0.32% | +0.21% | +0.04% | +0.95% | ||||||
| 2025 | +0.27% | +0.36% | +0.15% | +0.11% | +0.30% | +0.42% | +0.22% | +0.36% | +0.16% | -0.11% | +0.60% | +0.22% | +3.11% |
| 2024 | +0% | -0.00931% | -0.29% | -0.35% | +0.10% | +0.66% | +0.73% | +0.79% | +0.33% | -0.44% | +0.46% | -0.04% | +1.97% |
| 2023 | +1.71% | -2.07% | +1.96% | -0.74% | -0.72% | +0.47% | +0.02% | -0.14% | -0.94% | +0.00963% | +2.40% | +1.01% | +2.90% |
| 2022 | -2.62% | -0.26% | -2.19% | -1.80% | +1.64% | -0.30% | +1.75% | -1.84% | -2.46% | -0.34% | +2.91% | +0.20% | -5.36% |
| 2021 | +0.28% | -1.35% | +0.23% | +0.57% | +0% | +0.15% | +0.56% | -0.15% | -0.61% | -0.17% | +0.25% | +0.08% | -0.16% |
| 2020 | +1.99% | +0.66% | -2.98% | +0.17% | +3.56% | -0.03% | +1.33% | -0.18% | +0.07% | -0.31% | +0.98% | +0.21% | +5.48% |
| 2019 | +0.52% | +1.72% | +0.35% | +1.01% | +1.59% | -1.07% | +0.18% | +0.05% | +0.27% | +4.69% |
Drawdown analysis of IBMO (ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF)
The maximum drawdown for the IBMO was -14.76%, occurring on Mar 20, 2020. Recovery took 79 trading sessions.
Since Apr 4, 2019 IBMO has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.76% | Mar 9, 2020 | 9 | Mar 20, 2020 | 79 | Jul 14, 2020 | 88 |
| -8.91% | Feb 12, 2021 | 432 | Oct 31, 2022 | 660 | Jun 20, 2025 | 1092 |
| -2.02% | Aug 16, 2019 | 21 | Sep 17, 2019 | 81 | Jan 13, 2020 | 102 |
| -0.73% | Aug 7, 2020 | 59 | Oct 30, 2020 | 12 | Nov 17, 2020 | 71 |
| -0.39% | Jan 31, 2020 | 4 | Feb 6, 2020 | 9 | Feb 20, 2020 | 13 |
| -0.37% | Sep 15, 2025 | 16 | Oct 7, 2025 | 29 | Nov 17, 2025 | 45 |
| -0.33% | Jan 5, 2021 | 4 | Jan 11, 2021 | 11 | Jan 27, 2021 | 15 |
| -0.29% | Dec 24, 2025 | 5 | Jan 2, 2026 | 12 | Jan 21, 2026 | 17 |
| -0.26% | Apr 10, 2019 | 2 | Apr 12, 2019 | 7 | Apr 24, 2019 | 9 |
| -0.25% | Aug 12, 2019 | 1 | Aug 13, 2019 | 1 | Aug 14, 2019 | 2 |
| -0.20% | Jun 3, 2019 | 3 | Jun 6, 2019 | 8 | Jun 18, 2019 | 11 |
| -0.18% | Jul 2, 2019 | 2 | Jul 5, 2019 | 2 | Jul 9, 2019 | 4 |
| -0.16% | Apr 4, 2019 | 2 | Apr 8, 2019 | 2 | Apr 10, 2019 | 4 |
| -0.16% | Feb 26, 2026 | 10 | Mar 12, 2026 | 1 | Mar 13, 2026 | 11 |
| -0.16% | Mar 13, 2026 | 5 | Mar 20, 2026 | 10 | Apr 6, 2026 | 15 |
| -0.16% | Feb 27, 2020 | 1 | Feb 28, 2020 | 2 | Mar 3, 2020 | 3 |
| -0.15% | Jan 30, 2026 | 1 | Feb 2, 2026 | 6 | Feb 10, 2026 | 7 |
| -0.14% | Nov 20, 2020 | 7 | Dec 2, 2020 | 4 | Dec 8, 2020 | 11 |
| -0.13% | Dec 23, 2020 | 2 | Dec 28, 2020 | 5 | Jan 5, 2021 | 7 |
| -0.12% | Nov 28, 2025 | 4 | Dec 4, 2025 | 1 | Dec 5, 2025 | 5 |
| -0.12% | Apr 8, 2026 | 4 | Apr 14, 2026 | 3 | Apr 17, 2026 | 7 |
| -0.12% | Jul 18, 2025 | 2 | Jul 22, 2025 | 8 | Aug 1, 2025 | 10 |
| -0.11% | Jan 23, 2026 | 1 | Jan 26, 2026 | 4 | Jan 30, 2026 | 5 |
| -0.11% | Aug 8, 2019 | 1 | Aug 9, 2019 | 1 | Aug 12, 2019 | 2 |
| -0.11% | Dec 14, 2020 | 3 | Dec 17, 2020 | 4 | Dec 23, 2020 | 7 |