Performance analysis of TLT (ISHARES 20+ YEAR TREASURY BOND ETF)
Annual Return
Over the past 3 years, TLT has had an average annual return of -1.68%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, TLT has had an average annual return of -5.99%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, TLT has had an average annual return of -1.62%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 26, 2002, TLT has had an average annual return of +3.66%, underperforming the benchmark SPY, which returned +11.60% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.13% | +4.25% | -8.06% | +2.76% | -31.24% | -4.60% | +18.15% | +14.12% | -1.61% | +9.18% | +1.18% | -1.79% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +27.29% | -13.37% | +2.63% | +33.96% | +9.04% | -21.80% | +33.93% | +10.29% | +0.71% | +8.61% | +8.71% | +1.62% |
| 2002 | |||||||||||
| +9.75% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0.03% | +4.63% | -4.23% | -0.84% | +0.53% | +0.26% | +0.13% | ||||||
| 2025 | +0.49% | +5.70% | -1.20% | -1.37% | -3.21% | +2.67% | -1.14% | +0.00435% | +3.60% | +1.38% | +0.27% | -2.65% | +4.25% |
| 2024 | -2.24% | -2.26% | +0.78% | -6.45% | +2.88% | +1.81% | +3.64% | +2.11% | +1.99% | -5.45% | +1.99% | -6.38% | -8.06% |
| 2023 | +7.64% | -4.85% | +4.84% | +0.33% | -3.01% | +0.22% | -2.54% | -3.14% | -7.95% | -5.46% | +9.92% | +8.67% | +2.76% |
| 2022 | -3.91% | -1.63% | -5.45% | -9.42% | -2.25% | -1.28% | +2.43% | -4.56% | -8.23% | -5.97% | +7.15% | -2.63% | -31.24% |
| 2021 | -3.63% | -5.73% | -5.24% | +2.49% | +0% | +4.42% | +3.72% | -0.34% | -2.91% | +2.46% | +2.77% | -2.01% | -4.60% |
| 2020 | +7.69% | +6.62% | +6.38% | +1.22% | -1.76% | +0.34% | +4.43% | -5.05% | +0.77% | -3.39% | +1.66% | -1.23% | +18.15% |
| 2019 | +0.38% | -1.37% | +5.57% | -1.99% | +6.84% | +0.95% | +0.26% | +11.04% | -2.68% | -1.11% | -0.41% | -3.20% | +14.12% |
| 2018 | -3.25% | -3.04% | +2.86% | -2.09% | +2.01% | +0.65% | -1.44% | +1.31% | -2.86% | -2.93% | +1.79% | +5.85% | -1.61% |
| 2017 | +0.81% | +1.58% | -0.65% | +1.57% | +1.89% | +0.79% | -0.66% | +3.41% | -2.32% | -0.04% | +0.74% | +1.81% | +9.18% |
Drawdown analysis of TLT (ISHARES 20+ YEAR TREASURY BOND ETF)
The maximum drawdown for the TLT was -48.35%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current TLT drawdown is -40.21%.
Since Jul 26, 2002 TLT has experienced the following drawdowns:
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 3 times
- 10% or more: 10 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -48.35% | Aug 4, 2020 | 808 | Oct 19, 2023 | Ongoing | Ongoing | Ongoing |
| -26.58% | Dec 30, 2008 | 111 | Jun 10, 2009 | 553 | Aug 18, 2011 | 664 |
| -20.48% | Jul 25, 2012 | 269 | Aug 21, 2013 | 329 | Dec 10, 2014 | 598 |
| -17.88% | Jul 8, 2016 | 111 | Dec 14, 2016 | 639 | Jul 2, 2019 | 750 |
| -15.80% | Jan 30, 2015 | 102 | Jun 26, 2015 | 240 | Jun 9, 2016 | 342 |
| -15.73% | Mar 9, 2020 | 7 | Mar 18, 2020 | 23 | Apr 21, 2020 | 30 |
| -15.69% | Jun 13, 2003 | 42 | Aug 13, 2003 | 338 | Dec 15, 2004 | 380 |
| -10.91% | Oct 3, 2011 | 18 | Oct 27, 2011 | 36 | Dec 19, 2011 | 54 |
| -10.83% | Jun 30, 2005 | 218 | May 12, 2006 | 136 | Nov 24, 2006 | 354 |
| -10.41% | Dec 19, 2011 | 61 | Mar 19, 2012 | 42 | May 17, 2012 | 103 |
| -8.63% | Apr 21, 2020 | 32 | Jun 5, 2020 | 38 | Jul 30, 2020 | 70 |
| -8.24% | Aug 28, 2019 | 51 | Nov 8, 2019 | 69 | Feb 20, 2020 | 120 |
| -8.02% | Dec 4, 2006 | 129 | Jun 12, 2007 | 57 | Aug 31, 2007 | 186 |
| -7.49% | Mar 20, 2008 | 59 | Jun 13, 2008 | 57 | Sep 4, 2008 | 116 |
| -6.68% | Sep 24, 2002 | 20 | Oct 22, 2002 | 82 | Feb 20, 2003 | 102 |
| -6.56% | Feb 9, 2005 | 28 | Mar 22, 2005 | 40 | May 18, 2005 | 68 |
| -6.40% | Oct 6, 2008 | 19 | Oct 31, 2008 | 13 | Nov 19, 2008 | 32 |
| -5.65% | Mar 12, 2003 | 7 | Mar 21, 2003 | 33 | May 8, 2003 | 40 |
| -5.44% | Jan 22, 2008 | 19 | Feb 19, 2008 | 21 | Mar 19, 2008 | 40 |
| -5.00% | Nov 26, 2007 | 21 | Dec 26, 2007 | 13 | Jan 15, 2008 | 34 |
| -4.97% | Sep 17, 2008 | 4 | Sep 23, 2008 | 9 | Oct 6, 2008 | 13 |
| -4.95% | Sep 22, 2011 | 4 | Sep 28, 2011 | 3 | Oct 3, 2011 | 7 |
| -4.43% | Aug 19, 2011 | 3 | Aug 24, 2011 | 7 | Sep 2, 2011 | 10 |
| -4.40% | Jun 1, 2012 | 7 | Jun 12, 2012 | 28 | Jul 23, 2012 | 35 |
| -4.23% | Sep 10, 2007 | 8 | Sep 20, 2007 | 24 | Oct 24, 2007 | 32 |