iShares iBonds 2029 Term High Yield and… (IBHI) Performance
IBHI total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +1.6% since Dec 31, 2025
- 1 year
- +2.9% total return
- 3 years
- +9.4% a year
- Since first price
- +4.8% a year since 2022
IBHI trailing returns vs AGG, TLT, SPY
| Period | IBHI total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.3% | −0.8% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.1% | −1.8% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.5% | −2.8% | −1.5% | −3.8% | +7.8% |
| YTD | +1.6% | −3.3% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.9% | −3.6% | −1.1% | −6.9% | +14.4% |
| 3 years | +30.8%+9.4%/yr | +7.0% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionMar 10, 2022 | +24.1%+4.8%/yr | −8.3% | — | — | — |
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: IBHI vs AGG
From Mar 10, 2022: IBHI grew to $12,408, AGG to $10,368.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IBHI returns by calendar year
3 of 3 full years positive. Best 2023 (+14.2%), worst 2025 (+7.9%). 2026 is year to date.
IBHI annual returns table
| Year | IBHI | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +1.6% | −2.1% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.9% | −5.7% | +7.2% | +4.3% | +17.7% |
| 2024 | +8.3% | −2.5% | +1.3% | −8.1% | +24.9% |
| 2023 | +14.2% | −5.6% | +5.7% | +2.8% | +26.2% |
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.
IBHI largest drawdowns
Now 1.2% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Mar 29, 2022 | −13.7% | Sep 30, 2022 | Dec 1, 2023 | 6 months | 1.7 years |
| Feb 28, 2025 | −5.7% | Apr 7, 2025 | May 30, 2025 | 38 days | 3 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IBHI risk statistics
| Statistic | 3 years | Since 2022 |
|---|---|---|
| Annualized return | +8.6% | +4.6% |
| Volatility (annualized) | 4.9% | 8.6% |
| Sharpe ratio | 0.83 | 0.10 |
| Sortino ratio | 1.59 | 0.13 |
| Best month | +4.9% | +7.3% |
| Worst month | −1.8% | −7.8% |
| Best 12 months | +17.4% | +17.4% |
| Worst 12 months | +2.2% | −5.0% |
| Positive months | 69% | 63% |
| Beta vs S&P 500 | 0.29 | — |
| Correlation with S&P 500 | 0.73 | — |
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.
IBHI rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 44 | −5.0% | +7.7% | +17.4% | 95% |
| 3-year (a year) | 20 | +4.0% | +8.7% | +11.4% | 100% |
Every holding period starting at a month-end since 2022. Returns for 3 years and longer are annualized.
IBHI performance overview
iShares iBonds 2029 Term High Yield and… (IBHI) returned +2.9% over the past year, with distributions reinvested. Since its first recorded price in 2022 it has returned +4.8% a year, turning $10,000 into about $12,408. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −13.7%, from Mar 29, 2022 to Sep 30, 2022, and it took 1.2 years to get back to the old high. IBHI finished 3 of its 3 full calendar years with a gain; the best year was 2023 (+14.2%) and the worst 2025 (+7.9%). Volatility has been 8.6% a year.
Related: IBHI chart, IBHI dividends, IBHI bond profile. See the IBHI overview for the latest quote and fund facts.
IBHI performance FAQ
What is the IBHI return over the past year?
IBHI returned +2.9% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.6%.
How much would $10,000 invested in IBHI be worth?
$10,000 invested in IBHI at its first recorded close on March 10, 2022 would be worth about $12,408 on October 23, 2026 with distributions reinvested.
What was the worst year for IBHI?
The worst calendar year was 2025, with a total return of +7.9%. The best was 2023 at +14.2%.
What is the biggest drawdown of IBHI?
The largest peak-to-trough decline was −13.7% between March 29, 2022 and September 30, 2022. It recovered to the old high on December 1, 2023, 1.2 years after the bottom.
How volatile is IBHI?
Over the past 3 years IBHI had an annualized volatility of 4.9% and a Sharpe ratio of 0.83 (excess return over 1–3 month T-bills per unit of risk).