Inspire Corporate Bond Impact ETF (IBD) Performance
IBD total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.0% since Dec 31, 2025
- 1 year
- −0.3% total return
- 5 years
- +1.3% a year
- Since first price
- +1.9% a year since 2017
IBD trailing returns vs SPY, QQQ, AGG
| Period | IBD total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −0.4% | −1.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −1.1% | −3.1% | +7.8% | +8.4% | −1.5% |
| YTD | −1.0% | −4.0% | +12.3% | +15.1% | −1.0% |
| 1 year | −0.3% | −4.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +17.7%+5.6%/yr | +3.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +6.4%+1.3%/yr | −10.3% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJul 11, 2017 | +19.1%+1.9%/yr | −7.5% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IBD vs SPY
From Jul 11, 2017: IBD grew to $11,908, SPY to $36,194.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IBD returns by calendar year
5 of 8 full years positive. Best 2019 (+8.1%), worst 2022 (−8.9%). 2026 is year to date.
IBD annual returns table
| Year | IBD | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −1.0% | −2.8% | +12.3% | +15.1% | −1.0% |
| 2025 | +7.7% | −2.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +3.6% | −3.1% | +24.9% | +25.6% | +1.3% |
| 2023 | +6.0% | −4.1% | +26.2% | +54.9% | +5.7% |
| 2022 | −8.9% | −12.6% | −18.2% | −32.6% | −13.0% |
| 2021 | −1.9% | −2.7% | +28.7% | +27.4% | −1.8% |
| 2020 | +5.2% | −16.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +8.1% | −1.5% | +31.2% | +39.0% | +8.5% |
| 2018 | −1.2% | −4.4% | −4.6% | −0.1% | +0.1% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IBD largest drawdowns
Now 1.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 3, 2020 | −16.3% | Mar 19, 2020 | Jun 10, 2020 | 16 days | 3 months |
| Aug 3, 2021 | −14.8% | Oct 20, 2022 | Mar 3, 2025 | 1.2 years | 3.6 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IBD risk statistics
| Statistic | 3 years | 5 years | Since 2017 |
|---|---|---|---|
| Annualized return | +4.8% | +0.9% | +1.7% |
| Volatility (annualized) | 4.3% | 5.1% | 5.0% |
| Sharpe ratio | 0.11 | -0.52 | -0.12 |
| Sortino ratio | 0.16 | -0.67 | -0.15 |
| Best month | +3.3% | +3.3% | +4.2% |
| Worst month | −2.0% | −3.0% | −6.7% |
| Best 12 months | +10.9% | +10.9% | +10.9% |
| Worst 12 months | −0.7% | −12.5% | −12.5% |
| Positive months | 69% | 57% | 59% |
| Beta vs S&P 500 | 0.17 | 0.20 | — |
| Correlation with S&P 500 | 0.49 | 0.61 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IBD rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 100 | −12.5% | +3.7% | +10.9% | 72% |
| 3-year (a year) | 76 | −3.4% | +2.6% | +6.3% | 61% |
| 5-year (a year) | 52 | −0.6% | +0.9% | +2.1% | 96% |
Every holding period starting at a month-end since 2017. Returns for 3 years and longer are annualized.
IBD performance overview
Inspire Corporate Bond Impact ETF (IBD) returned −0.3% over the past year and +1.3% a year over five years, with distributions reinvested. Since its first recorded price in 2017 it has returned +1.9% a year, turning $10,000 into about $11,908. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −16.3%, from Mar 3, 2020 to Mar 19, 2020, and it took 3 months to get back to the old high. IBD finished 5 of its 8 full calendar years with a gain; the best year was 2019 (+8.1%) and the worst 2022 (−8.9%). Volatility has been 5.0% a year.
Related: IBD chart, IBD dividends. See the IBD overview for the latest quote and fund facts.
IBD performance FAQ
What is the IBD return over the past year?
IBD returned −0.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.4%.
What is the average annual return of IBD?
IBD has returned +1.3% a year over 5 years, +1.9% a year since July 11, 2017 (total return, distributions reinvested).
How much would $10,000 invested in IBD be worth?
$10,000 invested in IBD at its first recorded close on July 11, 2017 would be worth about $11,908 on October 23, 2026 with distributions reinvested.
What was the worst year for IBD?
The worst calendar year was 2022, with a total return of −8.9%. The best was 2019 at +8.1%.
What is the biggest drawdown of IBD?
The largest peak-to-trough decline was −16.3% between March 3, 2020 and March 19, 2020. It recovered to the old high on June 10, 2020, 3 months after the bottom.
How volatile is IBD?
Over the past 3 years IBD had an annualized volatility of 4.3% and a Sharpe ratio of 0.11 (excess return over 1–3 month T-bills per unit of risk).