iShares iBonds Dec 2055 Term Treasury ETF (IBGL) Performance
IBGL total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −3.3% since Dec 31, 2025
- 1 year
- −6.6% total return
- Since first price
- −2.3% since 2025
IBGL trailing returns vs AGG, TLT, SPY
| Period | IBGL total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.1% | +0.9% | +1.5% | −1.0% |
| 3 months | −1.1% | −2.3% | −0.4% | −1.0% | +3.2% |
| 6 months | −3.7% | −6.1% | −1.5% | −3.8% | +7.8% |
| YTD | −3.3% | −6.6% | −1.0% | −3.4% | +12.3% |
| 1 year | −6.6% | −10.8% | −1.1% | −6.9% | +14.4% |
| Since inceptionMar 26, 2025 | −2.3% | −8.9% | — | — | — |
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: IBGL vs AGG
From Mar 26, 2025: IBGL grew to $9,769, AGG to $10,407.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IBGL returns by calendar year
2026 is year to date.
IBGL annual returns table
| Year | IBGL | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −3.3% | −12.1% | −1.0% | −3.4% | +12.3% |
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.
IBGL largest drawdowns
Now 7.3% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 27, 2026 | −12.1% | Oct 7, 2026 | not yet | 7 months | 8 months so far |
| Apr 4, 2025 | −9.4% | May 21, 2025 | Oct 21, 2025 | 47 days | 7 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IBGL risk statistics
| Statistic | Since 2025 |
|---|---|
| Annualized return | −5.9% |
| Volatility (annualized) | 9.3% |
| Sharpe ratio | -1.02 |
| Sortino ratio | -1.16 |
| Best month | +4.3% |
| Worst month | −5.1% |
| Best 12 months | +3.6% |
| Worst 12 months | −8.7% |
| Positive months | 44% |
| 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.
IBGL rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 8 | −8.7% | −0.6% | +3.6% | 25% |
Every holding period starting at a month-end since 2025. Returns for 3 years and longer are annualized.
IBGL performance overview
iShares iBonds Dec 2055 Term Treasury ETF (IBGL) returned −6.6% over the past year, with distributions reinvested. Since its first recorded price on Mar 26, 2025 it has returned −2.3%. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −12.1%, from Feb 27, 2026 to Oct 7, 2026; the fund has not yet regained that high. Volatility has been 9.3% a year.
Related: IBGL chart, IBGL dividends, IBGL bond profile. See the IBGL overview for the latest quote and fund facts.
IBGL performance FAQ
What is the IBGL return over the past year?
IBGL returned −6.6% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 10.8%.
How much would $10,000 invested in IBGL be worth?
$10,000 invested in IBGL at its first recorded close on March 26, 2025 would be worth about $9,769 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of IBGL?
The largest peak-to-trough decline was −12.1% between February 27, 2026 and October 7, 2026. It has not yet recovered to that high; it is 7.3% below its peak.
How volatile is IBGL?
Over the past history IBGL had an annualized volatility of 9.3% and a Sharpe ratio of -1.02 (excess return over 1–3 month T-bills per unit of risk).