Performance analysis of IBTL (ISHARES IBONDS DEC 2031 TERM TREASURY ETF)
Annual Return
Over the past 3 years, IBTL has had an average annual return of +2.83%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Aug 30, 2021, IBTL has had an average annual return of -1.54%, underperforming the benchmark SPY, which returned +12.87% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.47% | +7.85% | +0.36% | +3.59% | -15.60% | -1.38% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.01% | +1.68% | -1.65% | -0.04% | -0.16% | -0.26% | -0.47% | ||||||
| 2025 | +0.44% | +2.32% | +0.55% | +1.41% | -0.98% | +1.44% | -0.49% | +1.64% | +0.22% | +0.54% | +0.86% | -0.32% | +7.85% |
| 2024 | +0.22% | -2.12% | +0.70% | -2.84% | +1.75% | +1.21% | +2.65% | +1.28% | +1.31% | -3.01% | +0.86% | -1.46% | +0.36% |
| 2023 | +3.52% | -3.32% | +3.65% | +0.94% | -1.47% | -1.26% | -0.68% | -0.55% | -3.03% | -1.77% | +4.29% | +3.64% | +3.59% |
| 2022 | -2.43% | -0.36% | -4.15% | -4.48% | +0.77% | -1.01% | +3.23% | -4.08% | -4.65% | -1.60% | +3.74% | -1.36% | -15.60% |
| 2021 | +0.04% | -2.00% | -0.27% | +0.76% | +0.10% | -1.38% |
Drawdown analysis of IBTL (ISHARES IBONDS DEC 2031 TERM TREASURY ETF)
The maximum drawdown for the IBTL was -20.94%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current IBTL drawdown is -7.26%.
Since Aug 30, 2021 IBTL has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -20.94% | Sep 1, 2021 | 536 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |