iShares iBonds 1-5 Year High Yield and Income… (LDRH) Performance
LDRH total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.9% since Dec 31, 2025
- 1 year
- +2.0% total return
- Since first price
- +8.3% since 2024
LDRH trailing returns vs AGG, TLT, SPY
| Period | LDRH total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | −0.4% | −0.9% | +0.9% | +1.5% | −1.0% |
| 3 months | −0.4% | −1.9% | −0.4% | −1.0% | +3.2% |
| 6 months | +0.0% | −3.1% | −1.5% | −3.8% | +7.8% |
| YTD | +0.9% | −3.8% | −1.0% | −3.4% | +12.3% |
| 1 year | +2.0% | −4.2% | −1.1% | −6.9% | +14.4% |
| Since inceptionNov 8, 2024 | +8.3% | −4.2% | — | — | — |
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: LDRH vs AGG
From Nov 8, 2024: LDRH grew to $10,833, AGG to $10,510.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LDRH returns by calendar year
1 of 1 full years positive. Best 2025 (+7.2%), worst 2025 (+7.2%). 2026 is year to date.
LDRH annual returns table
| Year | LDRH | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.9% | −1.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +7.2% | −3.2% | +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.
LDRH risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +4.1% |
| Volatility (annualized) | 2.3% |
| Sharpe ratio | 0.09 |
| Sortino ratio | 0.12 |
| Best month | +1.2% |
| Worst month | −1.8% |
| Best 12 months | +7.2% |
| Worst 12 months | +1.8% |
| 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.
LDRH rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 12 | +1.8% | +6.0% | +7.2% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
LDRH performance overview
iShares iBonds 1-5 Year High Yield and Income… (LDRH) returned +2.0% over the past year, with distributions reinvested. Since its first recorded price on Nov 8, 2024 it has returned +8.3%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: LDRH chart, LDRH dividends, LDRH bond profile. See the LDRH overview for the latest quote and fund facts.
LDRH performance FAQ
What is the LDRH return over the past year?
LDRH returned +2.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 4.2%.
How much would $10,000 invested in LDRH be worth?
$10,000 invested in LDRH at its first recorded close on November 8, 2024 would be worth about $10,833 on October 23, 2026 with distributions reinvested.
How volatile is LDRH?
Over the past history LDRH had an annualized volatility of 2.3% and a Sharpe ratio of 0.09 (excess return over 1–3 month T-bills per unit of risk).