iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) Performance
LDRT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +0.4% since Dec 31, 2025
- 1 year
- +1.0% total return
- Since first price
- +6.6% since 2024
LDRT trailing returns vs AGG, TLT, SPY
| Period | LDRT total return | Price only | U.S. bonds (AGG) | 20+ yr Treasuries (TLT) | S&P 500 (SPY) |
|---|---|---|---|---|---|
| 1 month | +1.0% | +0.6% | +0.9% | +1.5% | −1.0% |
| 3 months | +0.3% | −0.6% | −0.4% | −1.0% | +3.2% |
| 6 months | −0.1% | −1.9% | −1.5% | −3.8% | +7.8% |
| YTD | +0.4% | −2.3% | −1.0% | −3.4% | +12.3% |
| 1 year | +1.0% | −2.6% | −1.1% | −6.9% | +14.4% |
| Since inceptionNov 11, 2024 | +6.6% | −1.0% | — | — | — |
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: LDRT vs AGG
From Nov 11, 2024: LDRT grew to $10,658, AGG to $10,533.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
LDRT returns by calendar year
1 of 1 full years positive. Best 2025 (+5.6%), worst 2025 (+5.6%). 2026 is year to date.
LDRT annual returns table
| Year | LDRT | Largest drop | AGG | TLT | SPY |
|---|---|---|---|---|---|
| 2026YTD | +0.4% | −1.8% | −1.0% | −3.4% | +12.3% |
| 2025 | +5.6% | −0.8% | +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.
LDRT risk statistics
| Statistic | Since 2024 |
|---|---|
| Annualized return | +2.8% |
| Volatility (annualized) | 1.9% |
| Sharpe ratio | -0.59 |
| Sortino ratio | -0.73 |
| Best month | +1.2% |
| Worst month | −1.0% |
| Best 12 months | +5.6% |
| Worst 12 months | +0.8% |
| 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.
LDRT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 12 | +0.8% | +3.4% | +5.6% | 100% |
Every holding period starting at a month-end since 2024. Returns for 3 years and longer are annualized.
LDRT performance overview
iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) returned +1.0% over the past year, with distributions reinvested. Since its first recorded price on Nov 11, 2024 it has returned +6.6%. Over the same year U.S. bonds (AGG) returned −1.1%.
Related: LDRT chart, LDRT dividends, LDRT bond profile. See the LDRT overview for the latest quote and fund facts.
LDRT performance FAQ
What is the LDRT return over the past year?
LDRT returned +1.0% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 2.6%.
How much would $10,000 invested in LDRT be worth?
$10,000 invested in LDRT at its first recorded close on November 11, 2024 would be worth about $10,658 on October 23, 2026 with distributions reinvested.
How volatile is LDRT?
Over the past history LDRT had an annualized volatility of 1.9% and a Sharpe ratio of -0.59 (excess return over 1–3 month T-bills per unit of risk).