Performance analysis of IBMS (ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF)
Annual Return
Since May 24, 2024, IBMS has had an average annual return of +3.97%, underperforming the benchmark SPY, which returned +18.40% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.19% | +5.36% | +3.03% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.83% | +0.63% | -1.91% | +0.55% | +0.06% | +0.17% | -0.10% | +0.19% | |||||
| 2025 | +0.69% | +1.23% | -1.35% | -0.34% | +0.83% | +1.15% | +0.51% | +1.11% | +0.67% | +0.03% | +0.19% | +0.53% | +5.36% |
| 2024 | -0.33% | +1.07% | +1.45% | +1.13% | +0.90% | -1.64% | +1.39% | -0.93% | +3.03% |
Drawdown analysis of IBMS (ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF)
The maximum drawdown for the IBMS was -3.01%, occurring on Apr 11, 2025. Recovery took 49 trading sessions.
The current IBMS drawdown is -1.33%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -3.01% | Feb 28, 2025 | 30 | Apr 11, 2025 | 49 | Jun 24, 2025 | 79 |
| -2.29% | Oct 1, 2024 | 26 | Nov 6, 2024 | 73 | Feb 25, 2025 | 99 |
| -2.26% | Feb 26, 2026 | 18 | Mar 24, 2026 | Ongoing | Ongoing | Ongoing |
| -0.89% | Sep 17, 2025 | 7 | Sep 26, 2025 | 68 | Jan 5, 2026 | 75 |
| -0.88% | Jun 14, 2024 | 10 | Jul 1, 2024 | 7 | Jul 11, 2024 | 17 |
| -0.71% | Aug 5, 2024 | 3 | Aug 8, 2024 | 11 | Aug 23, 2024 | 14 |
| -0.48% | May 24, 2024 | 2 | May 29, 2024 | 4 | Jun 4, 2024 | 6 |
| -0.42% | Jun 6, 2024 | 2 | Jun 10, 2024 | 2 | Jun 12, 2024 | 4 |
| -0.41% | Aug 26, 2024 | 4 | Aug 30, 2024 | 3 | Sep 5, 2024 | 7 |
| -0.29% | Jul 16, 2024 | 4 | Jul 22, 2024 | 7 | Jul 31, 2024 | 11 |
| -0.27% | Aug 22, 2025 | 6 | Sep 2, 2025 | 3 | Sep 5, 2025 | 9 |
| -0.24% | Jul 9, 2025 | 2 | Jul 11, 2025 | 12 | Jul 29, 2025 | 14 |
| -0.24% | Jul 12, 2024 | 1 | Jul 15, 2024 | 1 | Jul 16, 2024 | 2 |
| -0.23% | Sep 16, 2024 | 8 | Sep 26, 2024 | 1 | Sep 27, 2024 | 9 |
| -0.15% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -0.15% | Jan 9, 2026 | 1 | Jan 12, 2026 | 11 | Jan 28, 2026 | 12 |
| -0.13% | Jul 29, 2025 | 1 | Jul 30, 2025 | 2 | Aug 1, 2025 | 3 |
| -0.12% | Sep 10, 2024 | 1 | Sep 11, 2024 | 2 | Sep 13, 2024 | 3 |
| -0.11% | Sep 27, 2024 | 1 | Sep 30, 2024 | 1 | Oct 1, 2024 | 2 |
| -0.11% | Feb 26, 2025 | 1 | Feb 27, 2025 | 1 | Feb 28, 2025 | 2 |
| -0.09% | Feb 13, 2026 | 2 | Feb 18, 2026 | 6 | Feb 26, 2026 | 8 |
| -0.08% | Feb 10, 2026 | 1 | Feb 11, 2026 | 1 | Feb 12, 2026 | 2 |
| -0.06% | Sep 6, 2024 | 1 | Sep 9, 2024 | 1 | Sep 10, 2024 | 2 |
| -0.04% | Aug 1, 2025 | 2 | Aug 5, 2025 | 1 | Aug 6, 2025 | 3 |
| -0.04% | Sep 8, 2025 | 1 | Sep 9, 2025 | 1 | Sep 10, 2025 | 2 |