Performance analysis of IBTJ (ISHARES IBONDS DEC 2029 TERM TREASURY ETF)
Annual Return
Over the past 3 years, IBTJ has had an average annual return of +3.56%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBTJ has had an average annual return of +0.08%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Feb 28, 2020, IBTJ has had an average annual return of -0.10%, underperforming the benchmark SPY, which returned +17.92% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.04% | +6.88% | +1.82% | +4.49% | -12.44% | -3.57% | +3.50% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.13% | +1.01% | -0.99% | +0.05% | -0.10% | -0.05% | +0.04% | ||||||
| 2025 | +0.53% | +1.57% | +0.58% | +1.34% | -0.63% | +0.98% | -0.29% | +1.34% | +0.10% | +0.45% | +0.66% | +0.07% | +6.88% |
| 2024 | +0.36% | -1.50% | +0.48% | -1.97% | +1.36% | +1.04% | +2.14% | +1.20% | +1.05% | -2.17% | +0.63% | -0.73% | +1.82% |
| 2023 | +2.60% | -2.60% | +3.29% | +0.71% | -1.01% | -1.29% | -0.20% | -0.11% | -1.71% | -0.90% | +3.25% | +2.61% | +4.49% |
| 2022 | -1.96% | -0.52% | -3.33% | -3.29% | +0.68% | -0.79% | +2.39% | -3.44% | -3.79% | -0.95% | +2.97% | -0.90% | -12.44% |
| 2021 | -1.05% | -2.36% | -2.11% | +0.91% | +0.38% | +0.80% | +1.83% | -0.38% | -1.43% | -0.58% | +0.80% | -0.34% | -3.57% |
| 2020 | +0% | +4.23% | +0.13% | +0.22% | +0.07% | +0.95% | -1.11% | +0.36% | -0.67% | -0.43% | -0.21% | +3.50% |
Drawdown analysis of IBTJ (ISHARES IBONDS DEC 2029 TERM TREASURY ETF)
The maximum drawdown for the IBTJ was -20.18%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current IBTJ drawdown is -6.17%.
Since Feb 28, 2020 IBTJ has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.18% | Aug 4, 2020 | 558 | Oct 20, 2022 | Ongoing | Ongoing | Ongoing |
| -5.30% | Mar 9, 2020 | 7 | Mar 18, 2020 | 12 | Apr 3, 2020 | 19 |
| -2.27% | Apr 21, 2020 | 32 | Jun 5, 2020 | 31 | Jul 21, 2020 | 63 |
| -1.21% | Apr 3, 2020 | 5 | Apr 13, 2020 | 2 | Apr 15, 2020 | 7 |
| -0.25% | Apr 16, 2020 | 1 | Apr 17, 2020 | 1 | Apr 20, 2020 | 2 |
| -0.25% | Jul 23, 2020 | 2 | Jul 27, 2020 | 1 | Jul 28, 2020 | 3 |
| -0.10% | Jul 31, 2020 | 1 | Aug 3, 2020 | 1 | Aug 4, 2020 | 2 |