Ishares Lifepath Target Date 2035 ETF (ITDC) Performance
ITDC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +7.1% since Dec 31, 2025
- 1 year
- +8.2% total return
- 3 years
- +16.2% a year
- Since first price
- +15.8% a year since 2023
ITDC trailing returns vs AGG, TLT, SPY
| Period | ITDC total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.8% | −0.8% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.6% | +0.6% | −0.4% | −1.0% | +3.2% |
| 6 months | +2.7% | +2.7% | −1.5% | −3.8% | +7.8% |
| YTD | +7.1% | +7.1% | −1.0% | −3.4% | +12.3% |
| 1 year | +8.2% | +6.0% | −1.1% | −6.9% | +14.4% |
| 3 years | +56.8%+16.2%/yr | +49.5% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 19, 2023 | +55.7%+15.8%/yr | +48.5% | — | — | — |
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: ITDC vs AGG
From Oct 19, 2023: ITDC grew to $15,574, AGG to $11,746.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ITDC returns by calendar year
2 of 2 full years positive. Best 2025 (+16.1%), worst 2024 (+11.4%). 2026 is year to date.
ITDC annual returns table
| Year | ITDC | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +7.1% | −6.6% | −1.0% | −3.4% | +12.3% |
| 2025 | +16.1% | −10.4% | +7.2% | +4.3% | +17.7% |
| 2024 | +11.4% | −4.5% | +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.
ITDC largest drawdowns
Now 2.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 20, 2025 | −10.4% | Apr 8, 2025 | May 15, 2025 | 47 days | 3 months |
| Feb 25, 2026 | −6.6% | Mar 27, 2026 | Apr 17, 2026 | 30 days | 51 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
ITDC risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +16.7% |
| Volatility (annualized) | 8.9% |
| Sharpe ratio | 1.30 |
| Sortino ratio | 2.40 |
| Best month | +7.8% |
| Worst month | −4.5% |
| Best 12 months | +25.7% |
| Worst 12 months | +6.8% |
| Positive months | 74% |
| 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.
ITDC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | +6.8% | +14.2% | +25.7% | 100% |
| 3-year (a year) | 1 | +16.2% | +16.2% | +16.2% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
ITDC performance overview
Ishares Lifepath Target Date 2035 ETF (ITDC) returned +8.2% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +15.8% a year, turning $10,000 into about $15,574. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −10.4%, from Feb 20, 2025 to Apr 8, 2025, and it took 37 days to get back to the old high. Volatility has been 8.9% a year.
Related: ITDC chart, ITDC dividends, ITDC bond profile. See the ITDC overview for the latest quote and fund facts.
ITDC performance FAQ
What is the ITDC return over the past year?
ITDC returned +8.2% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 6.0%.
How much would $10,000 invested in ITDC be worth?
$10,000 invested in ITDC at its first recorded close on October 19, 2023 would be worth about $15,574 on October 23, 2026 with distributions reinvested.
What was the worst year for ITDC?
The worst calendar year was 2024, with a total return of +11.4%. The best was 2025 at +16.1%.
What is the biggest drawdown of ITDC?
The largest peak-to-trough decline was −10.4% between February 20, 2025 and April 8, 2025. It recovered to the old high on May 15, 2025, 37 days after the bottom.
How volatile is ITDC?
Over the past history ITDC had an annualized volatility of 8.9% and a Sharpe ratio of 1.30 (excess return over 1–3 month T-bills per unit of risk).