iShares ETF (IBDZ) Performance
IBDZ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.8% since Dec 31, 2025
- 1 year
- −1.7% total return
- Since first price
- +11.5% since 2024
IBDZ trailing returns vs AGG, TLT, SPY
| Period | IBDZ total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.6% | +0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.0% | −2.3% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.3% | −4.7% | −1.5% | −3.8% | +7.8% |
| YTD | −1.8% | −5.3% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.7% | −6.4% | −1.1% | −6.9% | +14.4% |
| Since inceptionMay 24, 2024 | +11.5% | −0.2% | — | — | — |
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: IBDZ vs AGG
From May 24, 2024: IBDZ grew to $11,146, AGG to $10,920.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IBDZ returns by calendar year
1 of 1 full years positive. Best 2025 (+8.8%), worst 2025 (+8.8%). 2026 is year to date.
IBDZ annual returns table
| Year | IBDZ | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.8% | −5.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.8% | −4.3% | +7.2% | +4.3% | +17.7% |
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.
IBDZ largest drawdowns
Now 3.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 16, 2024 | −5.6% | Jan 13, 2025 | Jun 23, 2025 | 4 months | 9 months |
| Feb 27, 2026 | −5.1% | Oct 2, 2026 | not yet | 7 months | 8 months so far |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IBDZ risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +4.0% |
| Volatility (annualized) | 5.0% |
| Sharpe ratio | -0.02 |
| Sortino ratio | -0.03 |
| Best month | +2.6% |
| Worst month | −3.2% |
| Best 12 months | +8.8% |
| Worst 12 months | −2.3% |
| Positive months | 68% |
| Beta vs S&P 500 | — |
| Correlation with S&P 500 | — |
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.
IBDZ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 18 | −2.3% | +6.4% | +8.8% | 89% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
IBDZ performance overview
iShares ETF (IBDZ) returned −1.7% over the past year, with distributions reinvested. Since its first recorded price on May 24, 2024 it has returned +11.5%. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −5.6%, from Sep 16, 2024 to Jan 13, 2025, and it took 5 months to get back to the old high. Volatility has been 5.0% a year.
Related: IBDZ chart, IBDZ dividends, IBDZ bond profile. See the IBDZ overview for the latest quote and fund facts.
IBDZ performance FAQ
What is the IBDZ return over the past year?
IBDZ returned −1.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 6.4%.
How much would $10,000 invested in IBDZ be worth?
$10,000 invested in IBDZ at its first recorded close on May 24, 2024 would be worth about $11,146 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of IBDZ?
The largest peak-to-trough decline was −5.6% between September 16, 2024 and January 13, 2025. It recovered to the old high on June 23, 2025, 5 months after the bottom.
How volatile is IBDZ?
Over the past history IBDZ had an annualized volatility of 5.0% and a Sharpe ratio of -0.02 (excess return over 1–3 month T-bills per unit of risk).