Performance analysis of IBTE (iShares iBonds Dec 2024 Term Treasury ETF)
Annual Return
Over the past 3 years, IBTE has had an average annual return of +2.54%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, IBTE has had an average annual return of +0.67%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 28, 2020, IBTE has had an average annual return of +1%, underperforming the benchmark SPY, which returned +17.78% annual.
| 2026 | 2024 | 2023 | 2022 | 2021 | 2020 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0% | +4.74% | +4.35% | -4.40% | -1.39% | +3.28% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +0% | +0% | |||||||
| 2024 | +0.38% | +0.37% | +0.32% | +0.43% | +0.46% | +0.44% | +0.39% | +0.55% | +0.38% | +0.36% | +0.46% | +0.09% | +4.74% |
| 2023 | +0.50% | -0.39% | +1.21% | +0.13% | -0.04% | +0.06% | +0.44% | +0.48% | +0.32% | +0.44% | +0.58% | +0.54% | +4.35% |
| 2022 | -0.88% | -0.49% | -1.68% | -0.64% | +0.71% | -0.67% | +0.37% | -0.70% | -1.07% | -0.23% | +0.56% | +0.26% | -4.40% |
| 2021 | -0.07% | -0.44% | -0.18% | +0.14% | +0.21% | -0.33% | +0.37% | -0.06% | -0.20% | -0.52% | -0.09% | -0.24% | -1.39% |
| 2020 | +0% | +2.57% | +0.11% | +0.32% | +0.10% | +0.26% | -0.17% | +0.06% | -0.19% | +0.08% | +0.14% | +3.28% |
Drawdown analysis of IBTE (iShares iBonds Dec 2024 Term Treasury ETF)
The maximum drawdown for the IBTE was -6.86%, occurring on Nov 3, 2022. Recovery took 385 trading sessions.
The current IBTE drawdown is -0.04%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.86% | Aug 4, 2020 | 568 | Nov 3, 2022 | 385 | May 17, 2024 | 953 |
| -1.54% | Mar 16, 2020 | 2 | Mar 18, 2020 | 3 | Mar 23, 2020 | 5 |
| -0.85% | Mar 9, 2020 | 4 | Mar 13, 2020 | 1 | Mar 16, 2020 | 5 |
| -0.60% | Jun 1, 2020 | 4 | Jun 5, 2020 | 17 | Jun 30, 2020 | 21 |
| -0.55% | Mar 23, 2020 | 1 | Mar 24, 2020 | 3 | Mar 27, 2020 | 4 |
| -0.46% | Apr 1, 2020 | 4 | Apr 7, 2020 | 6 | Apr 16, 2020 | 10 |
| -0.22% | May 15, 2020 | 1 | May 18, 2020 | 8 | May 29, 2020 | 9 |
| -0.21% | Apr 21, 2020 | 3 | Apr 24, 2020 | 10 | May 8, 2020 | 13 |
| -0.14% | May 8, 2020 | 1 | May 11, 2020 | 2 | May 13, 2020 | 3 |
| -0.10% | Jul 1, 2020 | 2 | Jul 6, 2020 | 11 | Jul 21, 2020 | 13 |
| -0.08% | Jul 21, 2020 | 4 | Jul 27, 2020 | 1 | Jul 28, 2020 | 5 |
| -0.06% | Apr 16, 2020 | 1 | Apr 17, 2020 | 2 | Apr 21, 2020 | 3 |
| -0.05% | Jun 14, 2024 | 1 | Jun 17, 2024 | 1 | Jun 18, 2024 | 2 |
| -0.05% | Jul 15, 2024 | 1 | Jul 16, 2024 | 4 | Jul 22, 2024 | 5 |
| -0.05% | Jul 23, 2024 | 1 | Jul 24, 2024 | 4 | Jul 30, 2024 | 5 |
| -0.05% | Aug 5, 2024 | 3 | Aug 8, 2024 | 1 | Aug 9, 2024 | 4 |
| -0.05% | Aug 21, 2024 | 1 | Aug 22, 2024 | 1 | Aug 23, 2024 | 2 |
| -0.04% | May 24, 2024 | 1 | May 28, 2024 | 3 | May 31, 2024 | 4 |
| -0.04% | Jun 10, 2024 | 1 | Jun 11, 2024 | 1 | Jun 12, 2024 | 2 |
| -0.04% | Jun 12, 2024 | 1 | Jun 13, 2024 | 1 | Jun 14, 2024 | 2 |
| -0.04% | Jul 1, 2024 | 1 | Jul 2, 2024 | 1 | Jul 3, 2024 | 2 |
| -0.04% | Aug 14, 2024 | 1 | Aug 15, 2024 | 2 | Aug 19, 2024 | 3 |
| -0.04% | Aug 19, 2024 | 1 | Aug 20, 2024 | 1 | Aug 21, 2024 | 2 |
| -0.04% | Aug 23, 2024 | 1 | Aug 26, 2024 | 1 | Aug 27, 2024 | 2 |
| -0.04% | Aug 27, 2024 | 1 | Aug 28, 2024 | 1 | Aug 29, 2024 | 2 |