Performance analysis of IBTH (ISHARES IBONDS DEC 2027 TERM TREASURY ETF)
Annual Return
Over the past 3 years, IBTH has had an average annual return of +3.93%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBTH has had an average annual return of +0.55%, underperforming the benchmark SPY, which returned +14% annual.
Since Feb 28, 2020, IBTH has had an average annual return of +0.63%, underperforming the benchmark SPY, which returned +17.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.93% | +5.29% | +3.22% | +4.37% | -9.75% | -3.43% | +4.20% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.24% | +0.36% | -0.18% | +0.30% | +0.21% | -0% | +0.93% | ||||||
| 2025 | +0.34% | +0.91% | +0.41% | +1.02% | -0.25% | +0.56% | -0.10% | +0.87% | +0.35% | +0.30% | +0.40% | +0.36% | +5.29% |
| 2024 | +0.32% | -1.04% | +0.37% | -1.08% | +1.04% | +0.69% | +1.57% | +1.10% | +0.87% | -1.09% | +0.34% | +0.13% | +3.22% |
| 2023 | +1.90% | -2.11% | +2.68% | +0.66% | -0.79% | -1.22% | +0.27% | +0.04% | -0.73% | -0.19% | +2% | +1.88% | +4.37% |
| 2022 | -1.60% | -0.42% | -3.24% | -2.27% | +0.74% | -0.76% | +1.88% | -2.66% | -2.99% | -0.46% | +2.11% | -0.36% | -9.75% |
| 2021 | -0.62% | -2.00% | -1.40% | +0.77% | +0.51% | +0.15% | +1.37% | -0.31% | -1.10% | -0.86% | +0.49% | -0.42% | -3.43% |
| 2020 | +0% | +4.03% | +0.11% | +0.07% | +0.28% | +0.73% | -0.47% | +0.12% | -0.90% | +0.18% | +0.05% | +4.20% |
Drawdown analysis of IBTH (ISHARES IBONDS DEC 2027 TERM TREASURY ETF)
The maximum drawdown for the IBTH was -16.17%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IBTH drawdown is -1.35%.
Since Feb 28, 2020 IBTH has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.17% | Aug 4, 2020 | 558 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -3.13% | Mar 9, 2020 | 8 | Mar 19, 2020 | 7 | Mar 30, 2020 | 15 |
| -1.43% | Apr 21, 2020 | 32 | Jun 5, 2020 | 23 | Jul 9, 2020 | 55 |
| -0.89% | Apr 1, 2020 | 5 | Apr 8, 2020 | 7 | Apr 20, 2020 | 12 |
| -0.23% | Jul 9, 2020 | 2 | Jul 13, 2020 | 2 | Jul 15, 2020 | 4 |
| -0.20% | Mar 3, 2020 | 1 | Mar 4, 2020 | 1 | Mar 5, 2020 | 2 |
| -0.14% | Jul 24, 2020 | 1 | Jul 27, 2020 | 1 | Jul 28, 2020 | 2 |
| -0.06% | Jul 15, 2020 | 2 | Jul 17, 2020 | 2 | Jul 21, 2020 | 4 |
| -0.04% | Jul 31, 2020 | 1 | Aug 3, 2020 | 1 | Aug 4, 2020 | 2 |