iShares ETF (IBIJ) Performance
IBIJ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −0.3% since Dec 31, 2025
- 1 year
- −1.0% total return
- 3 years
- +5.4% a year
- Since first price
- +4.5% a year since 2023
IBIJ trailing returns vs AGG, TLT, SPY
| Period | IBIJ total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.5% | +1.0% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.9% | −1.4% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.0% | −5.4% | −1.5% | −3.8% | +7.8% |
| YTD | −0.3% | −4.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.0% | −5.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +17.0%+5.4%/yr | +2.4% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionSep 21, 2023 | +14.4%+4.5%/yr | +0.1% | — | — | — |
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: IBIJ vs AGG
From Sep 21, 2023: IBIJ grew to $11,442, AGG to $11,408.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IBIJ returns by calendar year
2 of 2 full years positive. Best 2025 (+8.6%), worst 2024 (+0.7%). 2026 is year to date.
IBIJ annual returns table
| Year | IBIJ | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −0.3% | −4.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.6% | −3.5% | +7.2% | +4.3% | +17.7% |
| 2024 | +0.7% | −5.0% | +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.
IBIJ largest drawdowns
Now 2.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Oct 1, 2024 | −5.3% | Jan 14, 2025 | Mar 31, 2025 | 3 months | 6 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IBIJ risk statistics
| Statistic | 3 years |
|---|---|
| Annualized return | +4.2% |
| Volatility (annualized) | 5.7% |
| Sharpe ratio | -0.02 |
| Sortino ratio | -0.02 |
| Best month | +3.7% |
| Worst month | −3.0% |
| Best 12 months | +11.2% |
| Worst 12 months | −2.3% |
| Positive months | 67% |
| Beta vs S&P 500 | 0.21 |
| Correlation with S&P 500 | 0.47 |
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.
IBIJ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 26 | −2.3% | +6.0% | +11.2% | 92% |
| 3-year (a year) | 2 | +4.2% | +4.8% | +5.4% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
IBIJ performance overview
iShares ETF (IBIJ) returned −1.0% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +4.5% a year, turning $10,000 into about $11,442. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −5.3%, from Oct 1, 2024 to Jan 14, 2025, and it took 2 months to get back to the old high. Volatility has been 5.7% a year.
Related: IBIJ chart, IBIJ dividends, IBIJ bond profile. See the IBIJ overview for the latest quote and fund facts.
IBIJ performance FAQ
What is the IBIJ return over the past year?
IBIJ returned −1.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.8%.
How much would $10,000 invested in IBIJ be worth?
$10,000 invested in IBIJ at its first recorded close on September 21, 2023 would be worth about $11,442 on October 23, 2026 with distributions reinvested.
What was the worst year for IBIJ?
The worst calendar year was 2024, with a total return of +0.7%. The best was 2025 at +8.6%.
What is the biggest drawdown of IBIJ?
The largest peak-to-trough decline was −5.3% between October 1, 2024 and January 14, 2025. It recovered to the old high on March 31, 2025, 2 months after the bottom.
How volatile is IBIJ?
Over the past 3 years IBIJ had an annualized volatility of 5.7% and a Sharpe ratio of -0.02 (excess return over 1–3 month T-bills per unit of risk).