Performance analysis of ITDB (ISHARES LIFEPATH TARGET DATE 2030 ETF)
Annual Return
Since Oct 19, 2023, ITDB has had an average annual return of +16.70%, underperforming the benchmark SPY, which returned +26.12% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.83% | +14.57% | +9.64% | +11.73% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.72% | +1.69% | -3.89% | +4.68% | +2.31% | +0.33% | +6.83% | ||||||
| 2025 | +2.04% | +0.94% | -1.84% | +0.37% | +2.57% | +3.04% | +0.43% | +2.03% | +2.26% | +1.18% | +0.48% | +0.28% | +14.57% |
| 2024 | -0.18% | +1.74% | +2.31% | -3.26% | +3.26% | +1.43% | +2.28% | +2.09% | +1.87% | -2.18% | +2.79% | -2.64% | +9.64% |
| 2023 | -0.55% | +7.20% | +4.80% | +11.73% |
Drawdown analysis of ITDB (ISHARES LIFEPATH TARGET DATE 2030 ETF)
The maximum drawdown for the ITDB was -8.41%, occurring on Apr 7, 2025. Recovery took 27 trading sessions.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.41% | Feb 14, 2025 | 35 | Apr 7, 2025 | 27 | May 15, 2025 | 62 |
| -5.66% | Feb 25, 2026 | 22 | Mar 27, 2026 | 14 | Apr 17, 2026 | 36 |
| -4.20% | Dec 6, 2024 | 23 | Jan 13, 2025 | 23 | Feb 14, 2025 | 46 |
| -3.99% | Mar 28, 2024 | 15 | Apr 19, 2024 | 18 | May 15, 2024 | 33 |
| -3.50% | Jul 16, 2024 | 16 | Aug 7, 2024 | 7 | Aug 16, 2024 | 23 |
| -2.74% | Oct 27, 2025 | 18 | Nov 20, 2025 | 14 | Dec 11, 2025 | 32 |
| -2.51% | Sep 26, 2024 | 26 | Nov 1, 2024 | 19 | Nov 29, 2024 | 45 |
| -2.06% | Dec 27, 2023 | 13 | Jan 17, 2024 | 11 | Feb 1, 2024 | 24 |
| -1.70% | Aug 23, 2024 | 9 | Sep 6, 2024 | 5 | Sep 13, 2024 | 14 |
| -1.67% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -1.65% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.55% | Oct 24, 2023 | 3 | Oct 27, 2023 | 3 | Nov 1, 2023 | 6 |
| -1.34% | Oct 8, 2025 | 2 | Oct 10, 2025 | 6 | Oct 20, 2025 | 8 |
| -1.33% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.12% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -1.10% | Jan 29, 2026 | 5 | Feb 5, 2026 | 1 | Feb 6, 2026 | 6 |
| -1.04% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.04% | Apr 17, 2026 | 8 | Apr 29, 2026 | 4 | May 5, 2026 | 12 |
| -1.03% | May 19, 2025 | 4 | May 23, 2025 | 5 | Jun 2, 2025 | 9 |
| -1.01% | Mar 12, 2024 | 3 | Mar 15, 2024 | 3 | Mar 20, 2024 | 6 |
| -0.96% | Jul 25, 2025 | 5 | Aug 1, 2025 | 4 | Aug 7, 2025 | 9 |
| -0.91% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -0.83% | Feb 1, 2024 | 2 | Feb 5, 2024 | 5 | Feb 12, 2024 | 7 |
| -0.79% | Nov 8, 2023 | 1 | Nov 9, 2023 | 3 | Nov 14, 2023 | 4 |
| -0.78% | Jun 18, 2024 | 8 | Jul 1, 2024 | 2 | Jul 3, 2024 | 10 |