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ISIN
IE000H5X52W8
Issuer
iShares
Inception Date
Nov 22, 2023
Leveraged
1x (No leverage)
Index Tracked
Bloomberg MSCI December 2027 Maturity EUR Corporate ESG Screened Index
Domicile
Ireland
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

CEBD.DE Performance Chart

iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) (CEBD.DE) is up 0.8% since the beginning of the year. CEBD.DE is currently trading at €5 per share.


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S&P 500 Index

Returns By Period

iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) (CEBD.DE) has returned 0.83% so far this year and 1.92% over the past 12 months.


iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist)

1D
0.00%
1M
0.31%
6M
0.83%
YTD
0.83%
1Y
1.92%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.43%
1M
0.48%
6M
11.83%
YTD
12.30%
1Y
22.52%
3Y*
17.03%
5Y*
12.27%
10Y*
13.23%
*Multi-year figures are annualized to reflect compound growth (CAGR)

CEBD.DE Monthly Returns History

Based on dividend-adjusted daily data since Nov 22, 2023, CEBD.DE's average daily return is +0.02%, while the average monthly return is +0.32%. At this rate, an investment would double in approximately 18.1 years.

Historically, 55% of months were positive and 45% were negative. The best month was Dec 2023 with a return of +2.1%, while the worst month was Apr 2024 at -1.2%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 2 months.

On a daily basis, CEBD.DE closed higher 27% of trading days. The best single day was Jan 22, 2026 with a return of +2.5%, while the worst single day was Jan 23, 2026 at -2.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.39%-0.00%-0.46%0.39%0.39%0.12%0.00%0.83%
20251.16%-0.00%-0.55%0.97%-0.00%0.58%0.00%0.19%-0.02%0.58%-0.00%0.14%3.09%
2024-0.58%-0.58%1.71%-1.17%0.20%-0.08%1.39%0.98%0.87%0.00%0.97%-0.14%3.56%
20231.00%2.12%3.14%

Benchmark Metrics

iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) has an annualized alpha of 4.40%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 22, 2023.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (13.53%) than losses (2.13%) - typical of diversified or defensive assets.
  • Beta of 0.01 may look defensive, but with R2 of 0.00 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.00 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.40%
Beta
0.01
0.00
Upside Capture
13.53%
Downside Capture
2.13%

Expense Ratio

CEBD.DE has an expense ratio of 0.12%, which is considered low.


Return for Risk

Risk / Return Rank

CEBD.DE ranks 14 for risk / return — in the bottom 14% of ETFs on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


CEBD.DE Risk / Return Rank: 1414
Overall Rank
CEBD.DE Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
CEBD.DE Sortino Ratio Rank: 1212
Sortino Ratio Rank
CEBD.DE Omega Ratio Rank: 1515
Omega Ratio Rank
CEBD.DE Calmar Ratio Rank: 1616
Calmar Ratio Rank
CEBD.DE Martin Ratio Rank: 1515
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) (CEBD.DE) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


CEBD.DEBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.58

Sortino ratioReturn per unit of downside risk

-1.99

Omega ratioGain probability vs. loss probability

1.09

1.35

-0.26

Calmar ratioReturn relative to maximum drawdown

0.55

3.18

-2.63

Martin ratioReturn relative to average drawdown

1.23

11.76

-10.53

Dividends

Dividend History

iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) provided a 2.89% dividend yield over the last twelve months, with an annual payout of €0.15 per share.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%3.50%€0.00€0.05€0.10€0.15202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend€0.15€0.16€0.18€0.01

Dividend yield

2.89%3.05%3.48%0.14%

Monthly Dividends

The table displays the monthly dividend distributions for iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist). The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026€0.00€0.00€0.04€0.00€0.00€0.04€0.00€0.07
2025€0.00€0.00€0.04€0.00€0.00€0.04€0.00€0.00€0.04€0.00€0.00€0.04€0.16
2024€0.00€0.00€0.05€0.00€0.00€0.05€0.00€0.00€0.04€0.00€0.00€0.04€0.18
2023€0.01€0.01

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist). A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) was 3.47%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current iShares iBonds Dec 2027 Term € Corp UCITS ETF EUR (Dist) drawdown is 1.84%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-3.47%Mar 2026
2mo 6d
5mo 12dJan 2026 - now
2024 pullback2024
-2.14%Apr 2024
11d2mo 11d
2mo 22dApr 2024 - Jun 2024
2024 pullback2024
-1.54%Feb 2024
9d1mo 17d
1mo 26dJan 2024 - Mar 2024
2024 pullback2024
-1.37%Jun 2024
1d18d
19dJun 2024 - Jul 2024
2024 pullback2024
-1.34%Nov 2024
14d15d
29dOct 2024 - Nov 2024

Drawdown Indicators


CEBD.DEBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-3.47%

-51.62%

+48.15%

Max Drawdown (1Y)

Largest decline over 1 year

-3.47%

-7.57%

+4.10%

Max Drawdown (3Y)

Largest decline over 3 years

-23.99%

Max Drawdown (5Y)

Largest decline over 5 years

-23.99%

Max Drawdown (10Y)

Largest decline over 10 years

-33.42%

Current Drawdown

Current decline from peak

-1.84%

-0.43%

-1.41%

Average Drawdown

Average peak-to-trough decline

-0.82%

-9.08%

+8.26%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.56%

2.04%

-0.48%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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