Performance analysis of ITDF (ISHARES LIFEPATH TARGET DATE 2050 ETF)
Annual Return
Since Oct 19, 2023, ITDF has had an average annual return of +24.22%, underperforming the benchmark SPY, which returned +25.75% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +11.50% | +20.85% | +16.14% | +12.92% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.02% | +2.01% | -6.24% | +8.84% | +4.14% | -0.15% | +11.50% | ||||||
| 2025 | +3.03% | -0.35% | -3.41% | +0.42% | +5.30% | +4.27% | +0.93% | +2.96% | +3.37% | +1.78% | +0.29% | +0.80% | +20.85% |
| 2024 | +0.05% | +4.27% | +3.12% | -3.65% | +4.25% | +1.66% | +2.34% | +2.33% | +2.15% | -2.06% | +4.16% | -3.11% | +16.14% |
| 2023 | -1.51% | +8.95% | +5.24% | +12.92% |
Drawdown analysis of ITDF (ISHARES LIFEPATH TARGET DATE 2050 ETF)
The maximum drawdown for the ITDF was -15.67%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current ITDF drawdown is -0.76%.
Since Oct 19, 2023 ITDF has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -15.67% | Feb 18, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -9.31% | Feb 25, 2026 | 23 | Mar 30, 2026 | 13 | Apr 17, 2026 | 36 |
| -7.70% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.11% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -5.00% | Dec 6, 2024 | 23 | Jan 13, 2025 | 22 | Feb 13, 2025 | 45 |
| -4.75% | Oct 27, 2025 | 18 | Nov 20, 2025 | 13 | Dec 10, 2025 | 31 |
| -3.73% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.10% | Oct 19, 2023 | 6 | Oct 27, 2023 | 4 | Nov 2, 2023 | 10 |
| -2.86% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.76% | Oct 14, 2024 | 13 | Oct 31, 2024 | 5 | Nov 7, 2024 | 18 |
| -2.66% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -2.49% | Nov 7, 2024 | 6 | Nov 15, 2024 | 9 | Nov 29, 2024 | 15 |
| -2.38% | Dec 28, 2023 | 12 | Jan 17, 2024 | 6 | Jan 25, 2024 | 18 |
| -2.24% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.20% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.03% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.77% | May 20, 2024 | 7 | May 30, 2024 | 9 | Jun 12, 2024 | 16 |
| -1.73% | May 19, 2025 | 4 | May 23, 2025 | 5 | Jun 2, 2025 | 9 |
| -1.65% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.57% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.55% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -1.40% | Apr 17, 2026 | 8 | Apr 29, 2026 | 1 | Apr 30, 2026 | 9 |
| -1.34% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.28% | Jan 29, 2024 | 2 | Jan 31, 2024 | 2 | Feb 2, 2024 | 4 |
| -1.26% | Dec 19, 2023 | 1 | Dec 20, 2023 | 2 | Dec 22, 2023 | 3 |