Performance analysis of IBMQ (ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF)
Annual Return
Over the past 3 years, IBMQ has had an average annual return of +3%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBMQ has had an average annual return of +0.50%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Apr 18, 2019, IBMQ has had an average annual return of +2%, underperforming the benchmark SPY, which returned +16.16% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.76% | +4.09% | +0.72% | +3.99% | -6.73% | -0.26% | +6.93% | +5.39% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.48% | +0.53% | -0.78% | +0.23% | +0.24% | +0.06% | +0.76% | ||||||
| 2025 | +0.40% | +0.61% | -0.15% | -0.35% | +0.68% | +0.77% | +0.64% | +0.71% | +0.16% | -0.20% | +0.22% | +0.55% | +4.09% |
| 2024 | -0.45% | +0.08% | -0.51% | -0.79% | -0.62% | +1.01% | +1.16% | +1.06% | +0.78% | -1.01% | +0.70% | -0.67% | +0.72% |
| 2023 | +2.53% | -2.47% | +2.34% | -0.52% | -1.26% | +0.52% | +0.05% | -0.65% | -1.92% | -0.32% | +3.92% | +1.92% | +3.99% |
| 2022 | -3.14% | -0.34% | -3.00% | -2.59% | +1.93% | -0.74% | +2.41% | -2.07% | -3.33% | -0.11% | +3.97% | +0.36% | -6.73% |
| 2021 | +0.33% | -2.17% | +0.43% | +0.82% | +0.17% | +0.21% | +0.78% | -0.32% | -0.90% | -0.31% | +0.57% | +0.16% | -0.26% |
| 2020 | +2.50% | +1.07% | -2.90% | -1.13% | +4.54% | +0.24% | +1.84% | -0.63% | -0.14% | -0.57% | +1.59% | +0.50% | +6.93% |
| 2019 | +0.72% | +1.90% | +0.41% | +1.05% | +2.10% | -1.15% | +0.02% | -0.08% | +0.33% | +5.39% |
Drawdown analysis of IBMQ (ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF)
The maximum drawdown for the IBMQ was -15.85%, occurring on Mar 23, 2020. Recovery took 78 trading sessions.
The current IBMQ drawdown is -0.25%.
Since Apr 18, 2019 IBMQ has experienced the following drawdowns:
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.85% | Mar 9, 2020 | 10 | Mar 23, 2020 | 78 | Jul 14, 2020 | 88 |
| -11.60% | Feb 11, 2021 | 429 | Oct 25, 2022 | 716 | Sep 4, 2025 | 1145 |
| -2.44% | Aug 28, 2019 | 13 | Sep 17, 2019 | 82 | Jan 14, 2020 | 95 |
| -1.88% | Aug 7, 2020 | 47 | Oct 14, 2020 | 40 | Dec 10, 2020 | 87 |
| -1.13% | Feb 27, 2026 | 17 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -0.87% | Sep 18, 2025 | 34 | Nov 5, 2025 | 40 | Jan 5, 2026 | 74 |
| -0.56% | Jan 31, 2020 | 3 | Feb 5, 2020 | 10 | Feb 20, 2020 | 13 |
| -0.40% | Jan 6, 2021 | 6 | Jan 14, 2021 | 8 | Jan 27, 2021 | 14 |
| -0.38% | Aug 15, 2019 | 5 | Aug 22, 2019 | 4 | Aug 28, 2019 | 9 |
| -0.26% | Jun 3, 2019 | 3 | Jun 6, 2019 | 8 | Jun 18, 2019 | 11 |
| -0.26% | Feb 27, 2020 | 2 | Mar 2, 2020 | 4 | Mar 6, 2020 | 6 |
| -0.24% | Aug 12, 2019 | 1 | Aug 13, 2019 | 1 | Aug 14, 2019 | 2 |
| -0.21% | May 17, 2019 | 2 | May 21, 2019 | 2 | May 23, 2019 | 4 |
| -0.20% | May 7, 2019 | 1 | May 8, 2019 | 1 | May 9, 2019 | 2 |
| -0.19% | Jul 3, 2019 | 1 | Jul 5, 2019 | 2 | Jul 9, 2019 | 3 |
| -0.19% | Aug 8, 2019 | 1 | Aug 9, 2019 | 1 | Aug 12, 2019 | 2 |
| -0.18% | Jan 27, 2020 | 1 | Jan 28, 2020 | 1 | Jan 29, 2020 | 2 |
| -0.17% | Jan 14, 2026 | 4 | Jan 21, 2026 | 6 | Jan 29, 2026 | 10 |
| -0.16% | Jun 19, 2019 | 2 | Jun 21, 2019 | 1 | Jun 24, 2019 | 3 |
| -0.16% | Jun 27, 2019 | 2 | Jul 1, 2019 | 1 | Jul 2, 2019 | 3 |
| -0.13% | Dec 30, 2020 | 2 | Jan 4, 2021 | 2 | Jan 6, 2021 | 4 |
| -0.12% | Aug 4, 2020 | 1 | Aug 5, 2020 | 1 | Aug 6, 2020 | 2 |
| -0.12% | Jan 9, 2026 | 1 | Jan 12, 2026 | 2 | Jan 14, 2026 | 3 |
| -0.11% | Jul 18, 2019 | 3 | Jul 23, 2019 | 1 | Jul 24, 2019 | 4 |
| -0.09% | Jan 16, 2020 | 1 | Jan 17, 2020 | 1 | Jan 21, 2020 | 2 |