iShares LifePath Target Date 2070 ETF (ITDJ) Performance
ITDJ total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +11.5% since Dec 31, 2025
- 1 year
- +13.7% total return
- Since first price
- +33.7% since 2024
ITDJ trailing returns vs AGG, TLT, SPY
| Period | ITDJ total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −2.0% | −2.0% | +0.9% | +1.5% | −1.0% |
| 3 months | +1.2% | +1.2% | −0.4% | −1.0% | +3.2% |
| 6 months | +5.0% | +5.0% | −1.5% | −3.8% | +7.8% |
| YTD | +11.5% | +11.5% | −1.0% | −3.4% | +12.3% |
| 1 year | +13.7% | +12.1% | −1.1% | −6.9% | +14.4% |
| Since inceptionNov 13, 2024 | +33.7% | +30.8% | — | — | — |
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: ITDJ vs AGG
From Nov 13, 2024: ITDJ grew to $13,369, AGG to $10,597.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ITDJ returns by calendar year
1 of 1 full years positive. Best 2025 (+22.0%), worst 2025 (+22.0%). 2026 is year to date.
ITDJ annual returns table
| Year | ITDJ | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +11.5% | −9.7% | −1.0% | −3.4% | +12.3% |
| 2025 | +22.0% | −16.6% | +7.2% | +4.3% | +17.7% |
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.
ITDJ largest drawdowns
Now 3.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 18, 2025 | −16.6% | Apr 8, 2025 | May 19, 2025 | 49 days | 3 months |
| Feb 25, 2026 | −9.7% | Mar 30, 2026 | Apr 16, 2026 | 33 days | 50 days |
Declines from a closing high (distributions reinvested) of 5% or more. Underwater = time from the peak until the old high was regained.
ITDJ risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +17.0% |
| Volatility (annualized) | 11.7% |
| Sharpe ratio | 1.07 |
| Sortino ratio | 1.95 |
| Best month | +9.3% |
| Worst month | −6.3% |
| Best 12 months | +31.8% |
| Worst 12 months | +16.4% |
| Positive months | 68% |
| 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.
ITDJ rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 12 | +12.8% | +22.2% | +31.8% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
ITDJ performance overview
iShares LifePath Target Date 2070 ETF (ITDJ) returned +13.7% over the past year, with distributions reinvested. Since its first recorded price on Nov 13, 2024 it has returned +33.7%. 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 41 days to get back to the old high. Volatility has been 11.7% a year.
Related: ITDJ chart, ITDJ holdings, ITDJ dividends, ITDJ bond profile. See the ITDJ overview for the latest quote and fund facts.
ITDJ performance FAQ
What is the ITDJ return over the past year?
ITDJ returned +13.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 12.1%.
How much would $10,000 invested in ITDJ be worth?
$10,000 invested in ITDJ at its first recorded close on November 13, 2024 would be worth about $13,369 on October 23, 2026 with distributions reinvested.
What is the biggest drawdown of ITDJ?
The largest peak-to-trough decline was −16.6% between February 18, 2025 and April 8, 2025. It recovered to the old high on May 19, 2025, 41 days after the bottom.
How volatile is ITDJ?
Over the past history ITDJ had an annualized volatility of 11.7% and a Sharpe ratio of 1.07 (excess return over 1–3 month T-bills per unit of risk).