Performance analysis of IBTI (ISHARES IBONDS DEC 2028 TERM TREASURY ETF)
Annual Return
Over the past 3 years, IBTI has had an average annual return of +3.74%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBTI has had an average annual return of +0.28%, underperforming the benchmark SPY, which returned +14% annual.
Since Feb 28, 2020, IBTI has had an average annual return of +0.22%, underperforming the benchmark SPY, which returned +17.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.36% | +6.15% | +2.52% | +4.66% | -11.33% | -3.50% | +3.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.18% | +0.67% | -0.62% | +0.14% | +0.04% | -0.05% | +0.36% | ||||||
| 2025 | +0.39% | +1.26% | +0.57% | +1.20% | -0.44% | +0.74% | -0.19% | +1.14% | +0.16% | +0.40% | +0.55% | +0.22% | +6.15% |
| 2024 | +0.33% | -1.35% | +0.39% | -1.54% | +1.19% | +0.91% | +1.94% | +1.17% | +0.93% | -1.66% | +0.47% | -0.23% | +2.52% |
| 2023 | +2.42% | -2.38% | +3.01% | +0.72% | -0.91% | -1.24% | -0.04% | +0.03% | -1.20% | -0.51% | +2.56% | +2.26% | +4.66% |
| 2022 | -1.79% | -0.36% | -3.38% | -2.94% | +0.81% | -0.89% | +2.18% | -3.14% | -3.43% | -0.76% | +2.75% | -0.77% | -11.33% |
| 2021 | -0.80% | -2.11% | -1.83% | +0.92% | +0.47% | +0.42% | +1.58% | -0.37% | -1.27% | -0.80% | +0.64% | -0.35% | -3.50% |
| 2020 | +0% | +3.78% | +0.38% | +0.20% | +0.05% | +0.77% | -0.68% | +0.15% | -0.68% | -0.20% | -0.10% | +3.65% |
Drawdown analysis of IBTI (ISHARES IBONDS DEC 2028 TERM TREASURY ETF)
The maximum drawdown for the IBTI was -18.45%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IBTI drawdown is -3.87%.
Since Feb 28, 2020 IBTI has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -18.45% | Aug 4, 2020 | 558 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -4.62% | Mar 9, 2020 | 7 | Mar 18, 2020 | 10 | Apr 1, 2020 | 17 |
| -1.69% | Apr 21, 2020 | 33 | Jun 8, 2020 | 28 | Jul 17, 2020 | 61 |
| -0.94% | Apr 3, 2020 | 3 | Apr 8, 2020 | 4 | Apr 15, 2020 | 7 |
| -0.20% | Apr 16, 2020 | 1 | Apr 17, 2020 | 1 | Apr 20, 2020 | 2 |
| -0.18% | Jul 23, 2020 | 2 | Jul 27, 2020 | 1 | Jul 28, 2020 | 3 |
| -0.12% | Jul 31, 2020 | 1 | Aug 3, 2020 | 1 | Aug 4, 2020 | 2 |
| -0.04% | Mar 3, 2020 | 1 | Mar 4, 2020 | 1 | Mar 5, 2020 | 2 |
| -0.03% | Apr 1, 2020 | 1 | Apr 2, 2020 | 1 | Apr 3, 2020 | 2 |