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Issuer
iShares
Inception Date
Mar 25, 2025
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
ICE 2035 Maturity US Treasury TIPS Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$39M

Share Price Chart


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Performance

IBIL Performance Chart

iShares iBonds Oct 2035 Term TIPS ETF (IBIL) is up 1.1% since the beginning of the year. IBIL is currently trading at $26 per share.


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S&P 500 Index

Returns By Period

iShares iBonds Oct 2035 Term TIPS ETF (IBIL) has returned 1.07% so far this year and 5.64% over the past 12 months.


iShares iBonds Oct 2035 Term TIPS ETF

1D
-0.56%
1M
-0.89%
YTD
1.07%
6M
0.98%
1Y
5.64%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIL Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 2025, IBIL's average daily return is +0.02%, while the average monthly return is +0.36%. At this rate, an investment would double in approximately 16.1 years.

Historically, 69% of months were positive and 31% were negative. The best month was Aug 2025 with a return of +2.0%, while the worst month was Mar 2026 at -1.8%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 2 months.

On a daily basis, IBIL closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +4.0%, while the worst single day was Apr 10, 2025 at -5.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.37%1.67%-1.77%1.37%0.27%-0.80%1.07%
20251.36%-0.18%-0.83%1.56%0.13%1.97%0.49%0.44%0.48%-0.74%4.75%

Benchmark Metrics

iShares iBonds Oct 2035 Term TIPS ETF has an annualized alpha of 4.74%, beta of 0.08, and R2 of 0.03 versus S&P 500 Index. Calculated based on daily prices since March 27, 2025.

  • This ETF participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (23.12%) than losses (21.28%) - typical of diversified or defensive assets.
  • Beta of 0.08 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
4.74%
Beta
0.08
0.03
Upside Capture
23.12%
Downside Capture
21.28%

Expense Ratio

IBIL has an expense ratio of 0.10%, which is considered low.


Return for Risk

Risk / Return Rank

IBIL ranks 35 for risk / return — below 35% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


IBIL Risk / Return Rank: 3535
Overall Rank
IBIL Sharpe Ratio Rank: 3131
Sharpe Ratio Rank
IBIL Sortino Ratio Rank: 2929
Sortino Ratio Rank
IBIL Omega Ratio Rank: 3333
Omega Ratio Rank
IBIL Calmar Ratio Rank: 4646
Calmar Ratio Rank
IBIL Martin Ratio Rank: 3535
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 Oct 2035 Term TIPS ETF (IBIL) and compare them to S&P 500 Index.


IBILBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.20

Calmar ratioReturn relative to maximum drawdown

2.05

Martin ratioReturn relative to average drawdown

4.92

Dividends

Dividend History

iShares iBonds Oct 2035 Term TIPS ETF provided a 3.49% dividend yield over the last twelve months, with an annual payout of $0.89 per share.


2.93%$0.00$0.20$0.40$0.60$0.802025
Dividends
Dividend Yield
PeriodTTM2025
Dividend$0.89$0.74

Dividend yield

3.49%2.93%

Monthly Dividends

The table displays the monthly dividend distributions for iShares iBonds Oct 2035 Term TIPS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.08$0.06$0.00$0.15
2025$0.30$0.00$0.00$0.18$0.00$0.27$0.74

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 Oct 2035 Term TIPS 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 Oct 2035 Term TIPS ETF was 5.28%, occurring on Apr 11, 2025. Recovery took 91 trading sessions.

The current iShares iBonds Oct 2035 Term TIPS ETF drawdown is 1.16%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-5.28%Apr 2025
1d4mo 13d
4mo 14dApr 2025 - Aug 2025
2026 pullback2026
-2.76%Mar 2026
25d1mo 5d
2moMar 2026 - May 2026
2026 pullback2026
-2.50%Jan 2026
2mo 22d1mo 8d
4moOct 2025 - Feb 2026
2025 selloff2025
-2.00%Apr 2025
4d1d
5dApr 2025 - Apr 2025
2026 pullback2026
-1.58%May 2026
8d
26d 12hMay 2026 - now

Drawdown Indicators


IBILBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-5.28%

-9.10%

+3.82%

Max Drawdown (1Y)

Largest decline over 1 year

-2.76%

Current Drawdown

Current decline from peak

-1.16%

-2.97%

+1.81%

Average Drawdown

Average peak-to-trough decline

-1.48%

-1.13%

-0.35%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.15%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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