Sortino ratio is not yet available for IBHM. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.
How it compares to other similar ETFs
The table compares iShares iBonds 2033 Term High Yield and Income ETF's Sortino Ratio with other ETFs in the High Yield Bonds category across multiple time periods, showing how IBHM'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 Jun 5, 2026.
| Symbol | Name | 1Y Sortino Ratio | 5Y Sortino Ratio | 10Y Sortino Ratio | All Time Sortino Ratio |
|---|---|---|---|---|---|
| FLRT | Pacific Global Senior Loan ETF | 6.03 | |||
| IBHE | iShares iBonds 2025 Term High Yield & Income ETF | 5.62 | |||
| BSJQ | Invesco BulletShares 2026 High Yield Corp Bond ETF | 5.24 | |||
| XHYE | BondBloxx US High Yield Energy Sector ETF | 5.13 | |||
| HYZD | WisdomTree Interest Rate Hedged High Yield Bond Fund | 3.99 | |||
| LDRH | iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 3.92 | |||
| PHYD | Putnam ESG High Yield ETF - | 3.80 | |||
| FHYS | Federated Hermes Short Duration High Yield ETF | 3.77 | |||
| BRHY | iShares High Yield Active ETF | 3.75 | |||
| FSYD | Fidelity Sustainable High Yield ETF | 3.72 | |||
| IBHM | iShares iBonds 2033 Term High Yield and Income ETF | — |
Historical Sortino Ratio
The chart shows IBHM's rolling Sortino ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to downside risk, while declining trends may signal deteriorating risk-adjusted performance or increased volatility during market stress. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.
Identify market cycles by observing when IBHM consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.
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