iShares iBonds Dec 2054 Term Treasury ETF (IBGK) Sharpe Ratio: -0.14

IBGK's Sharpe Ratio of -0.14 indicates that for each unit of volatility, it generates -0.14 units of excess return above the risk-free rate. The ratio is calculated using historical daily returns over the past 12 months (as of Apr 2, 2026).

Sharpe uses total volatility (standard deviation) which includes both upside and downside price movements, making it useful for comparing risk-adjusted returns across different assets.

IBGK Sharpe Ratio Rank

Concerning

IBGK ranks above 9.1% of all investments in our database based on Sharpe Ratio over the past 12 months, indicating weak returns relative to total risk taken. Securities are ranked from 0 (worst) to 100 (best).

What moves the rank

Strong returns with low total volatility → Higher rank
High volatility (both upside and downside) → Lower rank
Consistent returns → Higher rank than volatile returns of same magnitude
Sharp drawdowns increase volatility → Lower rank

What you can do with this information

Weak risk-adjusted returns relative to category peers
Evaluate whether this holding aligns with your risk-return objectives
Consider reducing exposure or re-evaluating position size
Review higher-ranked alternatives in the same category

IBGK Sharpe Ratio Market Positioning

The chart shows IBGK's Sharpe Ratio relative to all ETFs on our platform, with color zones indicating percentile rankings. Higher ratios indicate better risk-adjusted returns.

Red zone (bottom 25%): 0.49 or lower
Yellow zone (middle 50%): 0.49 to 1.45
Green zone (top 25%): 1.45 or higher
Top 1%: 5.85+
Median: 0.98 — half of all investments score higher

How it compares to other similar ETFs

The table compares iShares iBonds Dec 2054 Term Treasury ETF's Sharpe Ratio with other ETFs in the Long-Term Bond category across multiple time periods, showing how IBGK's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Apr 2, 2026.

Symbol	Name	1Y Sharpe Ratio
ZTEN	F/M 10-Year Investment Grade Corporate Bond ETF	1.00
BBBL	Bondbloxx BBB Rated 10+ Year Corporate Bond ETF	0.38
ILTB	iShares Core 10+ Year USD Bond ETF	0.26
BLV	Vanguard Long-Term Bond ETF	0.18
TLH	iShares 10-20 Year Treasury Bond ETF	0.06
UTWY	F/m US Treasury 20 Year Bond ETF	-0.03
SCHQ	Schwab Long-Term U.S. Treasury ETF	-0.03
SPTL	SPDR Portfolio Long Term Treasury ETF	-0.03
VGLT	Vanguard Long-Term Treasury ETF	-0.04
TLT	iShares 20+ Year Treasury Bond ETF	-0.13
IBGK	iShares iBonds Dec 2054 Term Treasury ETF	-0.14

Benchmark Against

Benchmark

S&P 500 Index

Lookback Period

How to choose period

Historical Sharpe Ratio

The chart shows IBGK's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when IBGK consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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Explore IBGK risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

IBGK Sortino Ratio