iShares Core 5-10 Year USD Bond ETF (IMTB) Performance
IMTB total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −1.7% since Dec 31, 2025
- 1 year
- −1.3% total return
- 5 years
- +0.2% a year
- Since first price
- +1.6% a year since 2016
IMTB trailing returns vs AGG, TLT, SPY
| Period | IMTB total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.9% | +0.5% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.9% | −2.1% | −0.4% | −1.0% | +3.2% |
| 6 months | −2.1% | −4.3% | −1.5% | −3.8% | +7.8% |
| YTD | −1.7% | −5.0% | −1.0% | −3.4% | +12.3% |
| 1 year | −1.3% | −5.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +19.8%+6.2%/yr | +4.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| 5 years | +1.2%+0.2%/yr | −17.3% | −0.8%−0.2%/yr | −32.5%−7.6%/yr | +79.3%+12.4%/yr |
| Since inceptionNov 7, 2016 | +17.2%+1.6%/yr | −16.0% | — | — | — |
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: IMTB vs AGG
From Nov 7, 2016: IMTB grew to $11,721, AGG to $11,457.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IMTB returns by calendar year
6 of 9 full years positive. Best 2025 (+8.9%), worst 2022 (−12.8%). 2026 is year to date.
IMTB annual returns table
| Year | IMTB | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | −1.7% | −5.3% | −1.0% | −3.4% | +12.3% |
| 2025 | +8.9% | −2.4% | +7.2% | +4.3% | +17.7% |
| 2024 | +1.9% | −4.2% | +1.3% | −8.1% | +24.9% |
| 2023 | +6.1% | −7.9% | +5.7% | +2.8% | +26.2% |
| 2022 | −12.8% | −16.6% | −13.0% | −31.2% | −18.2% |
| 2021 | −1.6% | −2.4% | −1.8% | −4.6% | +28.7% |
| 2020 | +6.2% | −6.2% | +7.5% | +18.2% | +18.3% |
| 2019 | +8.6% | −1.3% | +8.5% | +14.1% | +31.2% |
| 2018 | −0.5% | −3.6% | +0.1% | −1.6% | −4.6% |
| 2017 | +4.9% | −1.5% | +3.6% | +9.2% | +21.7% |
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.
IMTB largest drawdowns
Now 3.4% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Dec 31, 2020 | −18.3% | Oct 20, 2022 | Sep 10, 2025 | 1.8 years | 4.7 years |
| Mar 5, 2020 | −6.2% | Mar 19, 2020 | May 21, 2020 | 14 days | 3 months |
| Feb 27, 2026 | −5.3% | Sep 30, 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.
IMTB risk statistics
| Statistic | 3 years | 5 years | Since 2016 |
|---|---|---|---|
| Annualized return | +4.7% | −0.3% | +1.6% |
| Volatility (annualized) | 6.2% | 7.1% | 5.4% |
| Sharpe ratio | 0.07 | -0.52 | -0.10 |
| Sortino ratio | 0.10 | -0.66 | -0.13 |
| Best month | +5.1% | +5.1% | +5.1% |
| Worst month | −3.3% | −4.8% | −4.8% |
| Best 12 months | +13.0% | +13.0% | +13.0% |
| Worst 12 months | −2.2% | −15.7% | −15.7% |
| Positive months | 69% | 55% | 60% |
| Beta vs S&P 500 | 0.25 | 0.29 | — |
| Correlation with S&P 500 | 0.50 | 0.64 | — |
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.
IMTB rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 108 | −15.7% | +2.6% | +13.0% | 67% |
| 3-year (a year) | 84 | −5.5% | +3.2% | +6.5% | 60% |
| 5-year (a year) | 60 | −0.8% | +0.3% | +3.5% | 68% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
IMTB performance overview
iShares Core 5-10 Year USD Bond ETF (IMTB) returned −1.3% over the past year and +0.2% a year over five years, with distributions reinvested. Since its first recorded price in 2016 it has returned +1.6% a year, turning $10,000 into about $11,721. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −18.3%, from Dec 31, 2020 to Oct 20, 2022, and it took 2.9 years to get back to the old high. IMTB finished 6 of its 9 full calendar years with a gain; the best year was 2025 (+8.9%) and the worst 2022 (−12.8%). Volatility has been 5.4% a year.
Related: IMTB chart, IMTB dividends, IMTB bond profile. See the IMTB overview for the latest quote and fund facts.
IMTB performance FAQ
What is the IMTB return over the past year?
IMTB returned −1.3% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 5.7%.
What is the average annual return of IMTB?
IMTB has returned +0.2% a year over 5 years, +1.6% a year since November 7, 2016 (total return, distributions reinvested).
How much would $10,000 invested in IMTB be worth?
$10,000 invested in IMTB at its first recorded close on November 7, 2016 would be worth about $11,721 on October 23, 2026 with distributions reinvested.
What was the worst year for IMTB?
The worst calendar year was 2022, with a total return of −12.8%. The best was 2025 at +8.9%.
What is the biggest drawdown of IMTB?
The largest peak-to-trough decline was −18.3% between December 31, 2020 and October 20, 2022. It recovered to the old high on September 10, 2025, 2.9 years after the bottom.
How volatile is IMTB?
Over the past 3 years IMTB had an annualized volatility of 6.2% and a Sharpe ratio of 0.07 (excess return over 1–3 month T-bills per unit of risk).