Performance analysis of IRTR (ISHARES LIFEPATH RETIREMENT ETF)
Annual Return
Since Oct 19, 2023, IRTR has had an average annual return of +14.20%, underperforming the benchmark SPY, which returned +26.12% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +5.58% | +12.69% | +7.59% | +10.63% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.38% | +1.68% | -3.29% | +3.60% | +1.97% | +0.25% | +5.58% | ||||||
| 2025 | +1.55% | +1.16% | -1.25% | +0.47% | +1.75% | +2.67% | +0.24% | +1.82% | +2.06% | +1.07% | +0.34% | +0.19% | +12.69% |
| 2024 | -0.20% | +1.04% | +1.81% | -2.79% | +2.65% | +1.31% | +2.18% | +1.83% | +1.77% | -2.15% | +2.29% | -2.21% | +7.59% |
| 2023 | -0.20% | +6.11% | +4.47% | +10.63% |
Drawdown analysis of IRTR (ISHARES LIFEPATH RETIREMENT ETF)
The maximum drawdown for the IRTR was -6.29%, occurring on Apr 8, 2025. Recovery took 24 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.29% | Feb 26, 2025 | 29 | Apr 8, 2025 | 24 | May 13, 2025 | 53 |
| -4.81% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -3.76% | Dec 6, 2024 | 23 | Jan 13, 2025 | 30 | Feb 26, 2025 | 53 |
| -3.38% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -2.42% | Sep 27, 2024 | 25 | Nov 1, 2024 | 19 | Nov 29, 2024 | 44 |
| -2.38% | Oct 28, 2025 | 17 | Nov 20, 2025 | 22 | Dec 23, 2025 | 39 |
| -2.25% | Jul 16, 2024 | 16 | Aug 7, 2024 | 6 | Aug 15, 2024 | 22 |
| -1.81% | Dec 27, 2023 | 13 | Jan 17, 2024 | 11 | Feb 1, 2024 | 24 |
| -1.53% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -1.50% | Feb 1, 2024 | 8 | Feb 13, 2024 | 7 | Feb 23, 2024 | 15 |
| -1.43% | May 6, 2026 | 9 | May 19, 2026 | 4 | May 26, 2026 | 13 |
| -1.09% | Oct 24, 2023 | 3 | Oct 27, 2023 | 3 | Nov 1, 2023 | 6 |
| -1.02% | Jan 15, 2026 | 2 | Jan 20, 2026 | 4 | Jan 26, 2026 | 6 |
| -1.01% | Oct 8, 2025 | 2 | Oct 10, 2025 | 5 | Oct 17, 2025 | 7 |
| -0.99% | Mar 7, 2024 | 6 | Mar 15, 2024 | 4 | Mar 21, 2024 | 10 |
| -0.99% | Aug 23, 2024 | 9 | Sep 6, 2024 | 3 | Sep 11, 2024 | 12 |
| -0.94% | Jun 18, 2024 | 8 | Jul 1, 2024 | 2 | Jul 3, 2024 | 10 |
| -0.93% | Apr 17, 2026 | 8 | Apr 29, 2026 | 4 | May 5, 2026 | 12 |
| -0.92% | May 19, 2025 | 2 | May 21, 2025 | 6 | May 30, 2025 | 8 |
| -0.79% | Nov 8, 2023 | 1 | Nov 9, 2023 | 3 | Nov 14, 2023 | 4 |
| -0.75% | Jan 27, 2026 | 7 | Feb 5, 2026 | 1 | Feb 6, 2026 | 8 |
| -0.73% | Jun 12, 2025 | 1 | Jun 13, 2025 | 6 | Jun 24, 2025 | 7 |
| -0.72% | Jun 6, 2024 | 2 | Jun 10, 2024 | 2 | Jun 12, 2024 | 4 |
| -0.69% | Jul 3, 2025 | 7 | Jul 15, 2025 | 4 | Jul 21, 2025 | 11 |
| -0.68% | Aug 28, 2025 | 2 | Sep 2, 2025 | 2 | Sep 4, 2025 | 4 |