Performance analysis of IBTG (ISHARES IBONDS DEC 2026 TERM TREASURY ETF)
Annual Return
Over the past 3 years, IBTG has had an average annual return of +4.11%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBTG has had an average annual return of +0.84%, underperforming the benchmark SPY, which returned +14% annual.
Since Feb 28, 2020, IBTG has had an average annual return of +0.99%, underperforming the benchmark SPY, which returned +17.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.44% | +4.40% | +3.97% | +4.33% | -8.18% | -3.04% | +3.99% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.27% | +0.29% | +0.26% | +0.29% | +0.31% | +0.00940% | +1.44% | ||||||
| 2025 | +0.27% | +0.56% | +0.40% | +0.48% | -0.02% | +0.52% | +0.18% | +0.53% | +0.41% | +0.28% | +0.37% | +0.34% | +4.40% |
| 2024 | +0.37% | -0.68% | +0.32% | -0.56% | +0.76% | +0.60% | +1.13% | +1% | +0.71% | -0.48% | +0.25% | +0.49% | +3.97% |
| 2023 | +1.51% | -1.66% | +2.36% | +0.53% | -0.55% | -0.95% | +0.16% | +0.36% | -0.40% | +0.20% | +1.37% | +1.39% | +4.33% |
| 2022 | -1.36% | -0.56% | -2.84% | -1.63% | +0.87% | -0.73% | +1.33% | -2.26% | -2.34% | -0.39% | +1.73% | -0.19% | -8.18% |
| 2021 | -0.42% | -1.40% | -0.88% | +0.55% | +0.35% | -0.17% | +0.95% | -0.25% | -0.78% | -0.80% | +0.18% | -0.40% | -3.04% |
| 2020 | +0% | +3.40% | -0.02% | +0.36% | +0.16% | +0.57% | -0.34% | +0.12% | -0.29% | -0.12% | +0.13% | +3.99% |
Drawdown analysis of IBTG (ISHARES IBONDS DEC 2026 TERM TREASURY ETF)
The maximum drawdown for the IBTG was -13.62%, occurring on Oct 20, 2022. Recovery took 793 trading sessions.
Since Feb 28, 2020 IBTG has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -13.62% | Aug 4, 2020 | 558 | Oct 20, 2022 | 793 | Dec 18, 2025 | 1351 |
| -2.80% | Mar 9, 2020 | 7 | Mar 18, 2020 | 7 | Mar 27, 2020 | 14 |
| -1.03% | May 14, 2020 | 15 | Jun 5, 2020 | 15 | Jun 26, 2020 | 30 |
| -0.75% | Apr 3, 2020 | 2 | Apr 7, 2020 | 5 | Apr 15, 2020 | 7 |
| -0.50% | Apr 21, 2020 | 4 | Apr 27, 2020 | 8 | May 7, 2020 | 12 |
| -0.34% | May 7, 2020 | 2 | May 11, 2020 | 3 | May 14, 2020 | 5 |
| -0.16% | Jul 9, 2020 | 1 | Jul 10, 2020 | 7 | Jul 21, 2020 | 8 |
| -0.14% | Apr 15, 2020 | 2 | Apr 17, 2020 | 2 | Apr 21, 2020 | 4 |
| -0.13% | Jul 1, 2020 | 2 | Jul 6, 2020 | 3 | Jul 9, 2020 | 5 |
| -0.12% | Jul 24, 2020 | 1 | Jul 27, 2020 | 1 | Jul 28, 2020 | 2 |
| -0.10% | Mar 31, 2020 | 2 | Apr 2, 2020 | 1 | Apr 3, 2020 | 3 |
| -0.05% | Dec 26, 2025 | 2 | Dec 30, 2025 | 2 | Jan 2, 2026 | 4 |
| -0.04% | Feb 9, 2026 | 3 | Feb 12, 2026 | 1 | Feb 13, 2026 | 4 |
| -0.03% | Jan 16, 2026 | 1 | Jan 20, 2026 | 1 | Jan 21, 2026 | 2 |
| -0.03% | Feb 20, 2026 | 1 | Feb 23, 2026 | 4 | Feb 27, 2026 | 5 |
| -0.03% | Feb 27, 2026 | 2 | Mar 3, 2026 | 3 | Mar 6, 2026 | 5 |
| -0.03% | Mar 9, 2026 | 2 | Mar 11, 2026 | 2 | Mar 13, 2026 | 4 |
| -0.02% | Feb 28, 2020 | 1 | Mar 2, 2020 | 1 | Mar 3, 2020 | 2 |
| -0.02% | Jul 31, 2020 | 1 | Aug 3, 2020 | 1 | Aug 4, 2020 | 2 |
| -0.02% | Jan 14, 2026 | 1 | Jan 15, 2026 | 1 | Jan 16, 2026 | 2 |
| -0.02% | Jan 29, 2026 | 1 | Jan 30, 2026 | 2 | Feb 3, 2026 | 3 |
| -0.02% | Feb 13, 2026 | 1 | Feb 17, 2026 | 1 | Feb 18, 2026 | 2 |
| -0.02% | Mar 13, 2026 | 3 | Mar 18, 2026 | 2 | Mar 20, 2026 | 5 |
| -0.02% | Apr 2, 2026 | 1 | Apr 6, 2026 | 2 | Apr 8, 2026 | 3 |
| -0.02% | Apr 22, 2026 | 1 | Apr 23, 2026 | 2 | Apr 27, 2026 | 3 |