iShares iBonds Oct 2026 Term TIPS ETF (IBIC) Performance
IBIC total return
Distributions reinvested · as of Oct 20, 2026- YTD
- +3.5% since Dec 31, 2025
- 1 year
- +3.9% total return
- 3 years
- +5.3% a year
- Since first price
- +5.2% a year since 2023
IBIC trailing returns vs AGG, TLT, SPY
| Period | IBIC total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.3% | −0.1% | −0.4% | −1.0% | +1.0% |
| 3 months | +0.9% | +0.4% | −1.7% | −3.3% | +3.9% |
| 6 months | +1.8% | −0.9% | −2.6% | −5.8% | +9.1% |
| YTD | +3.5% | +0.5% | −1.7% | −4.9% | +13.7% |
| 1 year | +3.9% | −0.2% | −1.9% | −8.4% | +15.8% |
| 3 years | +16.7%+5.3%/yr | +2.7% | +16.2%+5.1%/yr | +9.4%+3.0%/yr | +89.3%+23.7%/yr |
| Since inceptionSep 18, 2023 | +16.8%+5.2%/yr | +2.7% | — | — | — |
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: IBIC vs AGG
From Sep 18, 2023: IBIC grew to $11,678, AGG to $11,291.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IBIC returns by calendar year
2 of 2 full years positive. Best 2024 (+5.3%), worst 2025 (+5.0%). 2026 is year to date.
IBIC annual returns table
| Year | IBIC | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +3.5% | −0.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.0% | −0.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +5.3% | −0.6% | +1.3% | −8.1% | +24.9% |
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.
IBIC risk statistics
| Statistic | 3 years |
|---|---|
| Annualized return | +5.4% |
| Volatility (annualized) | 1.0% |
| Sharpe ratio | 0.90 |
| Sortino ratio | 1.60 |
| Best month | +1.1% |
| Worst month | −0.1% |
| Best 12 months | +7.3% |
| Worst 12 months | +3.8% |
| Positive months | 92% |
| Beta vs S&P 500 | 0.01 |
| Correlation with S&P 500 | 0.10 |
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.
IBIC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 26 | +3.8% | +5.2% | +7.3% | 100% |
| 3-year (a year) | 2 | +5.3% | +5.3% | +5.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
IBIC performance overview
iShares iBonds Oct 2026 Term TIPS ETF (IBIC) returned +3.9% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +5.2% a year, turning $10,000 into about $11,678. Over the same year U.S. bonds (AGG) returned −1.9%.
Related: IBIC chart, IBIC dividends, IBIC bond profile. See the IBIC overview for the latest quote and fund facts.
IBIC performance FAQ
What is the IBIC return over the past year?
IBIC returned +3.9% over the 12 months to October 20, 2026, including reinvested distributions. On price alone it fell 0.2%.
How much would $10,000 invested in IBIC be worth?
$10,000 invested in IBIC at its first recorded close on September 18, 2023 would be worth about $11,678 on October 20, 2026 with distributions reinvested.
What was the worst year for IBIC?
The worst calendar year was 2025, with a total return of +5.0%. The best was 2024 at +5.3%.
How volatile is IBIC?
Over the past 3 years IBIC had an annualized volatility of 1.0% and a Sharpe ratio of 0.90 (excess return over 1–3 month T-bills per unit of risk).