Performance analysis of ITDD (ISHARES LIFEPATH TARGET DATE 2040 ETF)
Annual Return
Since Oct 19, 2023, ITDD has had an average annual return of +21.03%, underperforming the benchmark SPY, which returned +26.12% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +9.86% | +17.66% | +13.06% | +12.87% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.53% | +2.02% | -5.18% | +6.86% | +3.25% | +0.38% | +9.86% | ||||||
| 2025 | +2.59% | +0.10% | -2.56% | +0.46% | +3.95% | +3.77% | +0.39% | +2.76% | +2.79% | +1.32% | +0.56% | +0.42% | +17.66% |
| 2024 | -0.22% | +3.06% | +2.75% | -3.60% | +3.90% | +1.55% | +2.46% | +2.30% | +2.10% | -2.23% | +3.60% | -2.96% | +13.06% |
| 2023 | -1.06% | +8.38% | +5.26% | +12.87% |
Drawdown analysis of ITDD (ISHARES LIFEPATH TARGET DATE 2040 ETF)
The maximum drawdown for the ITDD was -12.46%, occurring on Apr 8, 2025. Recovery took 27 trading sessions.
Since Oct 19, 2023 ITDD has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -12.46% | Feb 18, 2025 | 35 | Apr 8, 2025 | 27 | May 16, 2025 | 62 |
| -7.56% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -5.51% | Jul 16, 2024 | 14 | Aug 5, 2024 | 10 | Aug 19, 2024 | 24 |
| -4.73% | Dec 6, 2024 | 23 | Jan 13, 2025 | 22 | Feb 13, 2025 | 45 |
| -4.71% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -3.79% | Oct 27, 2025 | 18 | Nov 20, 2025 | 14 | Dec 11, 2025 | 32 |
| -2.69% | Aug 23, 2024 | 9 | Sep 6, 2024 | 6 | Sep 16, 2024 | 15 |
| -2.49% | Oct 18, 2024 | 9 | Oct 31, 2024 | 5 | Nov 7, 2024 | 14 |
| -2.34% | Oct 19, 2023 | 6 | Oct 27, 2023 | 4 | Nov 2, 2023 | 10 |
| -2.31% | Dec 28, 2023 | 12 | Jan 17, 2024 | 8 | Jan 29, 2024 | 20 |
| -2.19% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.13% | Nov 7, 2024 | 6 | Nov 15, 2024 | 9 | Nov 29, 2024 | 15 |
| -1.81% | May 15, 2024 | 9 | May 29, 2024 | 5 | Jun 5, 2024 | 14 |
| -1.80% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.75% | Jul 23, 2025 | 7 | Aug 1, 2025 | 5 | Aug 8, 2025 | 12 |
| -1.59% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.55% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -1.54% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.35% | May 19, 2025 | 3 | May 22, 2025 | 6 | Jun 2, 2025 | 9 |
| -1.35% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.26% | Apr 17, 2026 | 8 | Apr 29, 2026 | 1 | Apr 30, 2026 | 9 |
| -1.25% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -1.14% | Sep 26, 2024 | 7 | Oct 7, 2024 | 5 | Oct 14, 2024 | 12 |
| -1.10% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.10% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |