iShares iBonds 2025 Term High Yield & Income ETF (IBHE)

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The chart shows the growth of an initial investment of $10,000 in iShares iBonds 2025 Term High Yield & Income ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares iBonds 2025 Term High Yield & Income ETF (IBHE) has returned 0.00% so far this year and 3.31% over the past 12 months.

Based on dividend-adjusted daily data since May 9, 2019, IBHE's average daily return is +0.02%, while the average monthly return is +0.40%. At this rate, your investment would double in approximately 14.5 years.

Historically, 72% of months were positive and 28% were negative. The best month was Apr 2020 with a return of +4.8%, while the worst month was Mar 2020 at -10.6%. The longest winning streak lasted 26 consecutive months, and the longest losing streak was 4 months.

On a daily basis, IBHE closed higher 52% of trading days. The best single day was Mar 13, 2020 with a return of +7.3%, while the worst single day was Mar 20, 2020 at -16.7%.

iShares iBonds 2025 Term High Yield & Income ETF has an annualized alpha of 1.14%, beta of 0.29, and R² of 0.26 versus S&P 500 Index. Calculated based on daily prices since May 10, 2019.

• This ETF participated in 24.95% of S&P 500 Index downside but only 23.15% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.29 may look defensive, but with R² of 0.26 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 0.26 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.

IBHE has an expense ratio of 0.35%, placing it in the medium range.

IBHE ranks 98 for risk / return — in the top 98% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for iShares iBonds 2025 Term High Yield & Income ETF (IBHE) and compare them to a chosen benchmark (S&P 500 Index).

iShares iBonds 2025 Term High Yield & Income ETF provided a 3.60% dividend yield over the last twelve months, with an annual payout of $0.83 per share.

The table displays the monthly dividend distributions for iShares iBonds 2025 Term High Yield & Income ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares iBonds 2025 Term High Yield & Income 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 2025 Term High Yield & Income ETF was 26.91%, occurring on Mar 20, 2020. Recovery took 159 trading sessions.

The chart below shows the rolling one-month volatility.