Performance analysis of IBTK (ISHARES IBONDS DEC 2030 TERM TREASURY ETF)
Annual Return
Over the past 3 years, IBTK has had an average annual return of +3.21%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IBTK has had an average annual return of -0.52%, underperforming the benchmark SPY, which returned +14.05% annual.
Since Jul 20, 2020, IBTK has had an average annual return of -1.62%, underperforming the benchmark SPY, which returned +17.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.22% | +7.42% | +1.17% | +4.05% | -14.71% | -3.76% | -1.90% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.04% | +1.37% | -1.44% | +0.04% | -0.15% | -0.07% | -0.22% | ||||||
| 2025 | +0.51% | +1.95% | +0.60% | +1.47% | -0.80% | +1.25% | -0.46% | +1.50% | +0.12% | +0.46% | +0.76% | -0.13% | +7.42% |
| 2024 | +0.04% | -1.63% | +0.69% | -2.45% | +1.61% | +1.14% | +2.48% | +1.36% | +1.10% | -2.62% | +0.80% | -1.19% | +1.17% |
| 2023 | +3.45% | -3.30% | +3.54% | +0.79% | -1.23% | -1.37% | -0.33% | -0.51% | -2.27% | -1.37% | +3.78% | +3.14% | +4.05% |
| 2022 | -2.38% | -0.31% | -4.10% | -3.93% | +0.67% | -0.87% | +2.97% | -3.87% | -4.39% | -1.20% | +3.30% | -1.31% | -14.71% |
| 2021 | -1.33% | -2.86% | -1.64% | +0.38% | +0.04% | +1% | +2.42% | -0.51% | -1.89% | -0.09% | +1.07% | -0.31% | -3.76% |
| 2020 | +0.68% | -1.65% | +0.76% | -0.86% | -0.52% | -0.30% | -1.90% |
Drawdown analysis of IBTK (ISHARES IBONDS DEC 2030 TERM TREASURY ETF)
The maximum drawdown for the IBTK was -86.47%, occurring on Dec 23, 2020. This drawdown has not yet recovered.
The current IBTK drawdown is -9.76%.
Since Jul 20, 2020 IBTK has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -86.47% | Jul 30, 2020 | 102 | Dec 23, 2020 | Ongoing | Ongoing | Ongoing |
| -0.08% | Jul 20, 2020 | 1 | Jul 21, 2020 | 3 | Jul 24, 2020 | 4 |