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Issuer
iShares
Inception Date
Mar 25, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
ICE 2045 Maturity US Treasury Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$10M

Share Price Chart


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Performance

IBGB Performance Chart

iShares iBonds Dec 2045 Term Treasury ETF (IBGB) is up 0.6% since the beginning of the year. IBGB is currently trading at $24 per share.


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S&P 500 Index

Returns By Period

iShares iBonds Dec 2045 Term Treasury ETF (IBGB) has returned 0.64% so far this year and 5.84% over the past 12 months.


iShares iBonds Dec 2045 Term Treasury ETF

1D
0.54%
1M
3.17%
YTD
0.64%
6M
0.52%
1Y
5.84%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.57%
1M
1.39%
YTD
9.73%
6M
10.46%
1Y
24.50%
3Y*
19.43%
5Y*
12.21%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBGB Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 2025, IBGB's average daily return is +0.01%, while the average monthly return is +0.22%. At this rate, an investment would double in approximately 26.3 years.

Historically, 63% of months were positive and 38% were negative. The best month was Feb 2026 with a return of +3.8%, while the worst month was Mar 2026 at -3.8%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 2 months.

On a daily basis, IBGB closed higher 51% of trading days. The best single day was Jun 4, 2025 with a return of +1.5%, while the worst single day was Apr 7, 2025 at -2.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.13%3.82%-3.77%-0.89%0.46%1.04%0.64%
20251.65%-0.75%-3.05%2.57%-0.89%0.52%2.81%1.29%0.42%-1.83%2.62%

Benchmark Metrics

iShares iBonds Dec 2045 Term Treasury ETF has an annualized alpha of 1.04%, beta of 0.09, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since March 26, 2025.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (7.08%) than losses (0.15%) - typical of diversified or defensive assets.
  • Beta of 0.09 may look defensive, but with R2 of 0.03 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 0.03 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
1.04%
Beta
0.09
0.03
Upside Capture
7.08%
Downside Capture
0.15%

Expense Ratio

IBGB has an expense ratio of 0.07%, which is considered low.


Return for Risk

Risk / Return Rank

IBGB ranks 20 for risk / return — in the bottom 20% 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.


IBGB Risk / Return Rank: 2020
Overall Rank
IBGB Sharpe Ratio Rank: 2121
Sharpe Ratio Rank
IBGB Sortino Ratio Rank: 2020
Sortino Ratio Rank
IBGB Omega Ratio Rank: 1919
Omega Ratio Rank
IBGB Calmar Ratio Rank: 1919
Calmar Ratio Rank
IBGB Martin Ratio Rank: 1919
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 2045 Term Treasury ETF (IBGB) 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.


IBGBBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.27

Sortino ratioReturn per unit of downside risk

-1.62

Omega ratioGain probability vs. loss probability

1.12

1.36

-0.24

Calmar ratioReturn relative to maximum drawdown

0.86

2.71

-1.84

Martin ratioReturn relative to average drawdown

2.23

12.15

-9.92

Dividends

Dividend History

iShares iBonds Dec 2045 Term Treasury ETF provided a 4.59% dividend yield over the last twelve months, with an annual payout of $1.12 per share.


3.53%$0.00$0.20$0.40$0.60$0.802025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$1.12$0.87

Dividend yield

4.59%3.53%

Monthly Dividends

The table displays the monthly dividend distributions for iShares iBonds Dec 2045 Term Treasury ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.08$0.09$0.10$0.10$0.09$0.45
2025$0.11$0.10$0.09$0.10$0.09$0.10$0.09$0.19$0.87

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 2045 Term Treasury ETF. 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 2045 Term Treasury ETF was 8.09%, occurring on May 21, 2025. Recovery took 98 trading sessions.

The current iShares iBonds Dec 2045 Term Treasury ETF drawdown is 3.19%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-8.09%May 2025
1mo 14d4mo 22d
6mo 6dApr 2025 - Oct 2025
2026 pullback2026
-6.79%May 2026
2mo 18d
3mo 17dMar 2026 - now
2026 pullback2026
-3.46%Jan 2026
2mo 29d1mo 5d
4mo 4dOct 2025 - Feb 2026
2025 pullback2025
-0.29%Oct 2025
0s1d
1dOct 2025 - Oct 2025
2025 selloff2025
-0.25%Mar 2025
1d1d
2dMar 2025 - Mar 2025

Drawdown Indicators


IBGBBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-8.09%

-56.78%

+48.69%

Max Drawdown (1Y)

Largest decline over 1 year

-6.79%

-9.10%

+2.31%

Max Drawdown (3Y)

Largest decline over 3 years

-18.90%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-3.19%

-1.29%

-1.90%

Average Drawdown

Average peak-to-trough decline

-3.19%

-10.72%

+7.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.62%

2.02%

+0.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with IBGB

Add iShares iBonds Dec 2045 Term Treasury ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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