Performance analysis of ITDE (ISHARES LIFEPATH TARGET DATE 2045 ETF)
Annual Return
Since Oct 19, 2023, ITDE has had an average annual return of +22.70%, underperforming the benchmark SPY, which returned +25.75% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.49% | +19.33% | +14.60% | +13.21% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.76% | +1.97% | -5.57% | +7.88% | +3.67% | -0.15% | +10.49% | ||||||
| 2025 | +2.82% | -0% | -3.26% | +0.43% | +4.77% | +3.99% | +0.66% | +2.86% | +3.13% | +1.59% | +0.44% | +0.63% | +19.33% |
| 2024 | -0.05% | +3.51% | +3.05% | -3.75% | +4.09% | +1.71% | +2.42% | +2.41% | +2.18% | -2.22% | +3.93% | -3.13% | +14.60% |
| 2023 | -1.33% | +8.85% | +5.41% | +13.21% |
Drawdown analysis of ITDE (ISHARES LIFEPATH TARGET DATE 2045 ETF)
The maximum drawdown for the ITDE was -14.67%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current ITDE drawdown is -0.64%.
Since Oct 19, 2023 ITDE has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -14.67% | Feb 18, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -8.44% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -6.75% | Jul 16, 2024 | 14 | Aug 5, 2024 | 12 | Aug 21, 2024 | 26 |
| -5.08% | Dec 6, 2024 | 23 | Jan 13, 2025 | 22 | Feb 13, 2025 | 45 |
| -5.05% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.23% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -3.24% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -2.81% | Oct 19, 2023 | 6 | Oct 27, 2023 | 4 | Nov 2, 2023 | 10 |
| -2.67% | Oct 18, 2024 | 9 | Oct 31, 2024 | 5 | Nov 7, 2024 | 14 |
| -2.57% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.39% | Dec 28, 2023 | 12 | Jan 17, 2024 | 7 | Jan 26, 2024 | 19 |
| -2.31% | Nov 11, 2024 | 4 | Nov 15, 2024 | 9 | Nov 29, 2024 | 13 |
| -2.29% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -1.93% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -1.91% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -1.86% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.85% | May 15, 2024 | 9 | May 29, 2024 | 6 | Jun 6, 2024 | 15 |
| -1.65% | May 19, 2025 | 4 | May 23, 2025 | 5 | Jun 2, 2025 | 9 |
| -1.61% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.51% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -1.44% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.38% | Apr 17, 2026 | 8 | Apr 29, 2026 | 1 | Apr 30, 2026 | 9 |
| -1.25% | Sep 26, 2024 | 7 | Oct 7, 2024 | 5 | Oct 14, 2024 | 12 |
| -1.19% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.12% | Aug 28, 2025 | 2 | Sep 2, 2025 | 3 | Sep 5, 2025 | 5 |