Performance analysis of ITDH (ISHARES LIFEPATH TARGET DATE 2060 ETF)
Annual Return
Since Oct 19, 2023, ITDH has had an average annual return of +25.52%, underperforming the benchmark SPY, which returned +26.12% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +13.23% | +21.75% | +16.69% | +12.83% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.25% | +1.85% | -6.20% | +9.23% | +4.35% | +0.70% | +13.23% | ||||||
| 2025 | +3.17% | -0.54% | -3.55% | +0.59% | +5.58% | +4.54% | +0.85% | +3.09% | +3.44% | +1.91% | +0.24% | +0.84% | +21.75% |
| 2024 | +0.08% | +4.45% | +3.17% | -3.67% | +4.33% | +1.69% | +2.28% | +2.30% | +2.16% | -2.00% | +4.29% | -3.08% | +16.69% |
| 2023 | -1.59% | +8.97% | +5.21% | +12.83% |
Drawdown analysis of ITDH (ISHARES LIFEPATH TARGET DATE 2060 ETF)
The maximum drawdown for the ITDH was -16.26%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
Since Oct 19, 2023 ITDH has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.26% | Feb 18, 2025 | 35 | Apr 8, 2025 | 28 | May 19, 2025 | 63 |
| -9.64% | Feb 25, 2026 | 23 | Mar 30, 2026 | 12 | Apr 16, 2026 | 35 |
| -8.19% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -5.16% | Mar 28, 2024 | 15 | Apr 19, 2024 | 17 | May 14, 2024 | 32 |
| -4.93% | Oct 28, 2025 | 17 | Nov 20, 2025 | 13 | Dec 10, 2025 | 30 |
| -4.88% | Dec 6, 2024 | 22 | Jan 10, 2025 | 18 | Feb 6, 2025 | 40 |
| -4.04% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.23% | Oct 19, 2023 | 6 | Oct 27, 2023 | 4 | Nov 2, 2023 | 10 |
| -3.10% | Oct 6, 2025 | 4 | Oct 10, 2025 | 6 | Oct 20, 2025 | 10 |
| -2.82% | Oct 14, 2024 | 13 | Oct 31, 2024 | 4 | Nov 6, 2024 | 17 |
| -2.80% | Jul 23, 2025 | 7 | Aug 1, 2025 | 7 | Aug 12, 2025 | 14 |
| -2.45% | Jan 27, 2026 | 7 | Feb 5, 2026 | 2 | Feb 9, 2026 | 9 |
| -2.44% | Nov 7, 2024 | 6 | Nov 15, 2024 | 9 | Nov 29, 2024 | 15 |
| -2.37% | Dec 28, 2023 | 12 | Jan 17, 2024 | 5 | Jan 24, 2024 | 17 |
| -2.14% | May 14, 2026 | 3 | May 19, 2026 | 4 | May 26, 2026 | 7 |
| -2.10% | Dec 11, 2025 | 4 | Dec 17, 2025 | 4 | Dec 23, 2025 | 8 |
| -1.80% | Jan 12, 2026 | 5 | Jan 20, 2026 | 3 | Jan 23, 2026 | 8 |
| -1.76% | May 19, 2025 | 4 | May 23, 2025 | 5 | Jun 2, 2025 | 9 |
| -1.75% | May 21, 2024 | 6 | May 30, 2024 | 9 | Jun 12, 2024 | 15 |
| -1.63% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.59% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -1.44% | Sep 22, 2025 | 3 | Sep 25, 2025 | 4 | Oct 1, 2025 | 7 |
| -1.41% | Jan 29, 2024 | 2 | Jan 31, 2024 | 4 | Feb 6, 2024 | 6 |
| -1.41% | Apr 17, 2026 | 2 | Apr 21, 2026 | 7 | Apr 30, 2026 | 9 |
| -1.32% | Feb 11, 2026 | 1 | Feb 12, 2026 | 8 | Feb 25, 2026 | 9 |