Ishares Lifepath Target Date 2055 ETF (ITDG) Performance
ITDG total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.4% since Dec 31, 2025
- 1 year
- +13.5% total return
- 3 years
- +21.8% a year
- Since first price
- +21.2% a year since 2023
ITDG trailing returns vs AGG, TLT, SPY
| Period | ITDG total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −1.9% | −1.9% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.1% | +1.1% | −0.4% | −1.0% | +3.2% |
| 6 months | +5.1% | +5.1% | −1.5% | −3.8% | +7.8% |
| YTD | +11.4% | +11.4% | −1.0% | −3.4% | +12.3% |
| 1 year | +13.5% | +11.7% | −1.1% | −6.9% | +14.4% |
| 3 years | +80.8%+21.8%/yr | +73.9% | +16.6%+5.2%/yr | +9.7%+3.1%/yr | +87.4%+23.3%/yr |
| Since inceptionOct 19, 2023 | +78.6%+21.2%/yr | +71.8% | — | — | — |
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: ITDG vs AGG
From Oct 19, 2023: ITDG grew to $17,857, AGG to $11,746.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ITDG returns by calendar year
2 of 2 full years positive. Best 2025 (+21.9%), worst 2024 (+16.6%). 2026 is year to date.
ITDG annual returns table
| Year | ITDG | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +11.4% | −9.5% | −1.0% | −3.4% | +12.3% |
| 2025 | +21.9% | −16.6% | +7.2% | +4.3% | +17.7% |
| 2024 | +16.6% | −8.0% | +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.
ITDG largest drawdowns
Now 3.7% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −16.6% | Apr 8, 2025 | Jun 2, 2025 | 49 days | 3 months |
| Feb 25, 2026 | −9.5% | Mar 30, 2026 | Apr 16, 2026 | 33 days | 50 days |
| Jul 16, 2024 | −8.0% | Aug 5, 2024 | Aug 23, 2024 | 20 days | 38 days |
| Mar 28, 2024 | −5.2% | Apr 19, 2024 | May 14, 2024 | 22 days | 47 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
ITDG risk statistics
| Statistic | Since 2023 |
|---|---|
| Annualized return | +23.2% |
| Volatility (annualized) | 11.6% |
| Sharpe ratio | 1.50 |
| Sortino ratio | 2.96 |
| Best month | +9.3% |
| Worst month | −6.4% |
| Best 12 months | +32.4% |
| Worst 12 months | +7.1% |
| 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.
ITDG rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 25 | +7.1% | +20.2% | +32.4% | 100% |
| 3-year (a year) | 1 | +22.0% | +22.0% | +22.0% | 100% |
Every holding period starting at a month-end since 2023. Returns for 3 years and longer are annualized.
ITDG performance overview
Ishares Lifepath Target Date 2055 ETF (ITDG) returned +13.5% over the past year, with distributions reinvested. Since its first recorded price in 2023 it has returned +21.2% a year, turning $10,000 into about $17,857. Over the same year U.S. bonds (AGG) returned −1.1%.
The deepest decline was −16.6%, from Feb 18, 2025 to Apr 8, 2025, and it took 55 days to get back to the old high. Volatility has been 11.6% a year.
Related: ITDG chart, ITDG holdings, ITDG dividends, ITDG bond profile. See the ITDG overview for the latest quote and fund facts.
ITDG performance FAQ
What is the ITDG return over the past year?
ITDG returned +13.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 11.7%.
How much would $10,000 invested in ITDG be worth?
$10,000 invested in ITDG at its first recorded close on October 19, 2023 would be worth about $17,857 on October 23, 2026 with distributions reinvested.
What was the worst year for ITDG?
The worst calendar year was 2024, with a total return of +16.6%. The best was 2025 at +21.9%.
What is the biggest drawdown of ITDG?
The largest peak-to-trough decline was −16.6% between February 18, 2025 and April 8, 2025. It recovered to the old high on June 2, 2025, 55 days after the bottom.
How volatile is ITDG?
Over the past history ITDG had an annualized volatility of 11.6% and a Sharpe ratio of 1.50 (excess return over 1–3 month T-bills per unit of risk).