iShares ETF (IRTR) Performance
IRTR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +4.4% since Dec 31, 2025
- 1 year
- +5.1% total return
- 3 years
- +11.9% a year
- Since first price
- +11.8% a year since 2023
IRTR trailing returns vs AGG, TLT, SPY
| Period | IRTR total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +0.0% | −0.2% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.4% | −0.2% | −0.4% | −1.0% | +3.2% |
| 6 months | +1.6% | −0.1% | −1.5% | −3.8% | +7.8% |
| YTD | +4.4% | +2.1% | −1.0% | −3.4% | +12.3% |
| 1 year | +5.1% | +1.8% | −1.1% | −6.9% | +14.4% |
| 3 years | +40.3%+11.9%/yr | +27.8% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 19, 2023 | +40.1%+11.8%/yr | +27.7% | — | — | — |
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: IRTR vs AGG
From Oct 19, 2023: IRTR grew to $14,007, AGG to $11,746.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IRTR returns by calendar year
2 of 2 full years positive. Best 2025 (+12.7%), worst 2024 (+7.6%). 2026 is year to date.
IRTR annual returns table
| Year | IRTR | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +4.4% | −4.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +12.7% | −6.3% | +7.2% | +4.3% | +17.7% |
| 2024 | +7.6% | −3.4% | +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.
IRTR largest drawdowns
Now 1.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 26, 2025 | −6.3% | Apr 8, 2025 | May 13, 2025 | 41 days | 2 months |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
IRTR risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +12.0% |
| Volatility (annualized) | 6.9% |
| Sharpe ratio | 1.05 |
| Sortino ratio | 1.81 |
| Best month | +6.1% |
| Worst month | −3.3% |
| Best 12 months | +19.2% |
| Worst 12 months | +5.1% |
| Positive months | 77% |
| 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.
IRTR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | +5.0% | +10.0% | +19.2% | 100% |
| 3-year (a year) | 1 | +12.0% | +12.0% | +12.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
IRTR performance overview
iShares ETF (IRTR) returned +5.1% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +11.8% a year, turning $10,000 into about $14,007. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −6.3%, from Feb 26, 2025 to Apr 8, 2025, and it took 35 days to get back to the old high. Volatility has been 6.9% a year.
Related: IRTR chart, IRTR dividends, IRTR bond profile. See the IRTR overview for the latest quote and fund facts.
IRTR performance FAQ
What is the IRTR return over the past year?
IRTR returned +5.1% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 1.8%.
How much would $10,000 invested in IRTR be worth?
$10,000 invested in IRTR at its first recorded close on October 19, 2023 would be worth about $14,007 on October 23, 2026 with distributions reinvested.
What was the worst year for IRTR?
The worst calendar year was 2024, with a total return of +7.6%. The best was 2025 at +12.7%.
What is the biggest drawdown of IRTR?
The largest peak-to-trough decline was −6.3% between February 26, 2025 and April 8, 2025. It recovered to the old high on May 13, 2025, 35 days after the bottom.
How volatile is IRTR?
Over the past history IRTR had an annualized volatility of 6.9% and a Sharpe ratio of 1.05 (excess return over 1–3 month T-bills per unit of risk).