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Performance analysis of IBTO (ISHARES IBONDS DEC 2033 TERM TREASURY ETF)

Annual Return

Since Jun 29, 2023, IBTO has had an average annual return of +2.82%, underperforming the benchmark SPY, which returned +21.79% annual.

2026202520242023
-0.58%+8.23%-0.88%+1.71%

Monthly Return

YearJanFebMarAprMayJunJulAugSepOctNovDecAnnually Total
2026-0.18%+2.30%-2.08%-0.24%-0.05%-0.28%-0.58%
2025+0.63%+2.80%+0.46%+1.14%-1.21%+1.60%-0.61%+1.69%+0.53%+0.68%+0.96%-0.66%+8.23%
2024-0.08%-2.18%+0.69%-3.25%+1.89%+1.30%+2.82%+1.45%+1.32%-3.29%+1.01%-2.31%-0.88%
2023+0.21%-0.77%-0.80%-3.36%-2.13%+4.63%+4.19%+1.71%

Drawdown analysis of IBTO (ISHARES IBONDS DEC 2033 TERM TREASURY ETF)

The maximum drawdown for the IBTO was -8.36%, occurring on Oct 19, 2023. Recovery took 39 trading sessions.

The current IBTO drawdown is -2.63%.

DepthStartTo BottomBottomTo RecoverEndTotal
-8.36%Jul 19, 202365Oct 19, 202339Dec 14, 2023104
-6.91%Sep 16, 202481Jan 13, 2025138Aug 1, 2025219
-5.49%Dec 27, 202382Apr 25, 202466Jul 31, 2024148
-3.65%Feb 27, 202656May 19, 2026OngoingOngoingOngoing
-1.86%Jun 30, 20234Jul 7, 20234Jul 13, 20238
-1.61%Aug 5, 20243Aug 8, 20249Aug 21, 202412
-1.37%Nov 26, 202535Jan 20, 202617Feb 12, 202652
-1.18%Oct 22, 202510Nov 5, 202514Nov 25, 202524
-1.03%Sep 11, 202511Sep 26, 202512Oct 14, 202523
-0.76%Aug 21, 20247Aug 30, 20242Sep 4, 20249
-0.60%Aug 4, 202510Aug 18, 20254Aug 22, 202514
-0.53%Jul 13, 20231Jul 14, 20233Jul 19, 20234
-0.33%Dec 14, 20232Dec 18, 20232Dec 20, 20234
-0.31%Aug 28, 20252Sep 2, 20251Sep 3, 20253
-0.28%Dec 20, 20232Dec 22, 20232Dec 27, 20234
-0.23%Feb 13, 20262Feb 18, 20263Feb 23, 20265
-0.22%Oct 16, 20251Oct 17, 20252Oct 21, 20253
-0.20%Sep 8, 20251Sep 9, 20252Sep 11, 20253
-0.17%Aug 22, 20251Aug 25, 20251Aug 26, 20252
-0.16%Oct 14, 20251Oct 15, 20251Oct 16, 20252
-0.16%Sep 10, 20242Sep 12, 20242Sep 16, 20244
-0.10%Feb 23, 20262Feb 25, 20261Feb 26, 20263