Performance analysis of IBMR (ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF)
Annual Return
Over the past 3 years, IBMR has had an average annual return of +3%, underperforming the benchmark SPY, which returned +19.62% annual.
Since May 11, 2023, IBMR has had an average annual return of +2.71%, underperforming the benchmark SPY, which returned +22.06% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.72% | +4.45% | +0.06% | +3.46% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.77% | +0.57% | -1.22% | +0.36% | +0.14% | +0.28% | -0.17% | +0.72% | |||||
| 2025 | +0.56% | +0.97% | -0.86% | -0.25% | +0.64% | +1.01% | +0.62% | +0.85% | +0.37% | -0.14% | +0.18% | +0.42% | +4.45% |
| 2024 | -0.43% | +0.02% | -0.54% | -1.29% | -0.68% | +1.08% | +1.11% | +1.17% | +0.88% | -1.34% | +0.82% | -0.68% | +0.06% |
| 2023 | -1.67% | +0.68% | +0.31% | -1.10% | -2.50% | -0.17% | +5.24% | +2.83% | +3.46% |
Drawdown analysis of IBMR (ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF)
The maximum drawdown for the IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 37 trading sessions.
The current IBMR drawdown is -0.67%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -4.83% | May 11, 2023 | 102 | Oct 6, 2023 | 37 | Nov 29, 2023 | 139 |
| -3.25% | Dec 27, 2023 | 105 | May 29, 2024 | 47 | Aug 6, 2024 | 152 |
| -2.44% | Feb 26, 2025 | 29 | Apr 8, 2025 | 54 | Jun 26, 2025 | 83 |
| -2.10% | Oct 2, 2024 | 25 | Nov 6, 2024 | 74 | Feb 26, 2025 | 99 |
| -1.55% | Feb 24, 2026 | 20 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -0.88% | Sep 17, 2025 | 35 | Nov 5, 2025 | 34 | Dec 24, 2025 | 69 |
| -0.58% | Aug 6, 2024 | 2 | Aug 8, 2024 | 9 | Aug 21, 2024 | 11 |
| -0.43% | Jul 23, 2025 | 1 | Jul 24, 2025 | 2 | Jul 28, 2025 | 3 |
| -0.35% | Aug 23, 2024 | 5 | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 |
| -0.23% | Jan 9, 2026 | 2 | Jan 13, 2026 | 2 | Jan 15, 2026 | 4 |
| -0.20% | Aug 7, 2025 | 1 | Aug 8, 2025 | 1 | Aug 11, 2025 | 2 |
| -0.18% | Aug 19, 2025 | 2 | Aug 21, 2025 | 3 | Aug 26, 2025 | 5 |
| -0.18% | Dec 24, 2025 | 4 | Dec 31, 2025 | 3 | Jan 6, 2026 | 7 |
| -0.16% | Sep 10, 2024 | 2 | Sep 12, 2024 | 2 | Sep 16, 2024 | 4 |
| -0.15% | Sep 6, 2024 | 1 | Sep 9, 2024 | 1 | Sep 10, 2024 | 2 |
| -0.12% | Jul 15, 2025 | 1 | Jul 16, 2025 | 2 | Jul 18, 2025 | 3 |
| -0.12% | Aug 27, 2025 | 1 | Aug 28, 2025 | 4 | Sep 4, 2025 | 5 |
| -0.12% | Jan 21, 2026 | 1 | Jan 22, 2026 | 4 | Jan 28, 2026 | 5 |
| -0.10% | Aug 13, 2025 | 1 | Aug 14, 2025 | 3 | Aug 19, 2025 | 4 |
| -0.09% | Sep 27, 2024 | 1 | Sep 30, 2024 | 1 | Oct 1, 2024 | 2 |
| -0.08% | Aug 4, 2025 | 2 | Aug 6, 2025 | 1 | Aug 7, 2025 | 3 |
| -0.08% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.07% | Feb 13, 2026 | 4 | Feb 20, 2026 | 1 | Feb 23, 2026 | 5 |
| -0.06% | Sep 24, 2024 | 1 | Sep 25, 2024 | 2 | Sep 27, 2024 | 3 |
| -0.06% | Jul 9, 2025 | 1 | Jul 10, 2025 | 3 | Jul 15, 2025 | 4 |