Performance analysis of LDRI (ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF)
Annual Return
Over the past 3 years, LDRI has had an average annual return of +5.39%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, LDRI has had an average annual return of +5.39%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, LDRI has had an average annual return of +1.69%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Sep 10, 2014, LDRI has had an average annual return of +1.76%, underperforming the benchmark SPY, which returned +13.89% annual.
| 2026 | 2025 | 2024 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +1.93% | +5.95% | +0.54% | +0.87% | +5.73% | +0.98% | +2.07% | +2.23% | -0.05% | +0.61% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.34% | +0.43% | +0.12% | +0.91% | +0.03% | +0.08% | +1.93% | ||||||
| 2025 | +0.84% | +1.33% | +0.91% | +0.47% | -0.28% | +0.87% | -0.03% | +1.32% | -0.12% | +0.02% | +0.42% | +0.07% | +5.95% |
| 2024 | +0.62% | -0.08% | +0.54% | ||||||||||
| 2020 | +0.68% | +0.20% | +0.87% | ||||||||||
| 2019 | +0.82% | +0.50% | +0.67% | +0.31% | +0.54% | -0.15% | +1.10% | +0.82% | +0.23% | +0.06% | +0.31% | +0.37% | +5.73% |
| 2018 | -0.53% | -0.34% | -0.08% | +0.25% | +0.34% | -0.14% | +0.05% | +0.79% | -0.29% | +0.25% | -0.38% | +1.10% | +0.98% |
| 2017 | +0.63% | +0.46% | -0.40% | +0.22% | +0.68% | -0.21% | +0.43% | +0.19% | +0.06% | -0% | -0.09% | +0.08% | +2.07% |
Drawdown analysis of LDRI (ISHARES IBONDS 1-5 YEAR TIPS LADDER ETF)
The maximum drawdown for the LDRI was -6.67%, occurring on Feb 11, 2015. Recovery took 1002 trading sessions.
The current LDRI drawdown is -0.04%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -6.67% | Feb 3, 2015 | 6 | Feb 11, 2015 | 1002 | Feb 5, 2019 | 1008 |
| -1.40% | Oct 13, 2014 | 6 | Oct 21, 2014 | 48 | Dec 30, 2014 | 54 |
| -1.31% | Dec 30, 2014 | 18 | Jan 27, 2015 | 5 | Feb 3, 2015 | 23 |
| -1.17% | Jun 24, 2019 | 4 | Jun 28, 2019 | 3 | Jul 3, 2019 | 7 |
| -0.91% | Sep 23, 2014 | 5 | Sep 30, 2014 | 7 | Oct 9, 2014 | 12 |
| -0.84% | Apr 3, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
| -0.75% | Apr 30, 2025 | 8 | May 12, 2025 | 28 | Jun 23, 2025 | 36 |
| -0.70% | Dec 6, 2024 | 9 | Dec 19, 2024 | 16 | Jan 15, 2025 | 25 |
| -0.67% | Mar 10, 2025 | 6 | Mar 18, 2025 | 8 | Mar 28, 2025 | 14 |
| -0.59% | Oct 9, 2019 | 24 | Nov 12, 2019 | 28 | Dec 23, 2019 | 52 |
| -0.59% | Dec 22, 2025 | 1 | Dec 23, 2025 | 24 | Jan 29, 2026 | 25 |
| -0.58% | Mar 18, 2026 | 4 | Mar 24, 2026 | 11 | Apr 9, 2026 | 15 |
| -0.56% | Aug 23, 2019 | 15 | Sep 16, 2019 | 6 | Sep 24, 2019 | 21 |
| -0.54% | Jun 30, 2025 | 3 | Jul 3, 2025 | 11 | Jul 21, 2025 | 14 |
| -0.52% | Aug 5, 2019 | 3 | Aug 8, 2019 | 8 | Aug 20, 2019 | 11 |
| -0.48% | Mar 1, 2019 | 2 | Mar 5, 2019 | 3 | Mar 8, 2019 | 5 |
| -0.44% | Oct 9, 2014 | 1 | Oct 10, 2014 | 1 | Oct 13, 2014 | 2 |
| -0.43% | May 13, 2026 | 6 | May 21, 2026 | Ongoing | Ongoing | Ongoing |
| -0.42% | Mar 13, 2019 | 2 | Mar 15, 2019 | 4 | Mar 21, 2019 | 6 |
| -0.42% | Oct 22, 2025 | 5 | Oct 29, 2025 | 20 | Nov 26, 2025 | 25 |
| -0.41% | Mar 25, 2019 | 5 | Apr 1, 2019 | 4 | Apr 5, 2019 | 9 |
| -0.38% | Oct 4, 2019 | 1 | Oct 7, 2019 | 2 | Oct 9, 2019 | 3 |
| -0.36% | Nov 8, 2024 | 4 | Nov 14, 2024 | 9 | Nov 27, 2024 | 13 |
| -0.34% | Jul 3, 2019 | 1 | Jul 5, 2019 | 11 | Jul 22, 2019 | 12 |
| -0.34% | Feb 19, 2019 | 2 | Feb 21, 2019 | 6 | Mar 1, 2019 | 8 |