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Issuer
iShares
Leveraged
1x (No leverage)
Asset Class
Bond

Share Price Chart


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Performance

IBIM Performance Chart


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S&P 500 Index

Returns By Period


iShares iBonds Oct 2036 Term TIPS ETF

1D
0.36%
1M
0.14%
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
1.18%
1M
-1.84%
YTD
8.69%
6M
7.74%
1Y
20.53%
3Y*
18.69%
5Y*
11.60%
10Y*
13.47%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBIM Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 2026, IBIM's average daily return is +0.03%, while the average monthly return is +0.48%. At this rate, an investment would double in approximately 12.1 years.

Historically, 100% of months were positive and 0% were negative. The best month was Apr 2026 with a return of +1.3%, while the worst month was Jun 2026 at 0.1%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 0 months.

On a daily basis, IBIM closed higher 57% of trading days. The best single day was Mar 30, 2026 with a return of +0.9%, while the worst single day was Jun 17, 2026 at -0.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.34%1.28%0.18%0.14%1.94%

Benchmark Metrics

iShares iBonds Oct 2036 Term TIPS ETF has an annualized alpha of -1.32%, beta of 0.18, and R2 of 0.34 versus S&P 500 Index. Calculated based on daily prices since March 26, 2026.

  • This ETF captured 6.24% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -18.64%) - a profile typical of hedging or uncorrelated assets.
  • Beta of 0.18 may look defensive, but with R2 of 0.34 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 0.34 means the benchmark explains less than half of this ETF's behavior - treat beta with caution or consider switching to a more representative benchmark.

Alpha
-1.32%
Beta
0.18
0.34
Upside Capture
6.24%
Downside Capture
-18.64%

Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares iBonds Oct 2036 Term TIPS ETF (IBIM) 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.


IBIMBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.30

Calmar ratioReturn relative to maximum drawdown

2.27

Martin ratioReturn relative to average drawdown

9.90

Dividends

Dividend History


iShares iBonds Oct 2036 Term TIPS ETF doesn't pay dividends

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 2036 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 2036 Term TIPS ETF was 1.84%, occurring on May 19, 2026. The portfolio has not yet recovered.

The current iShares iBonds Oct 2036 Term TIPS ETF drawdown is 0.18%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-1.84%May 2026
8d
1mo 20dMay 2026 - now
2026 pullback2026
-0.80%Mar 2026
1d3d
4dMar 2026 - Mar 2026
2026 pullback2026
-0.47%Apr 2026
1d2d
3dApr 2026 - May 2026
2026 pullback2026
-0.43%Apr 2026
0s3d
3dApr 2026 - Apr 2026
2026 pullback2026
-0.27%May 2026
1d3d
4dMay 2026 - May 2026

Drawdown Indicators


IBIMBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-1.84%

-56.78%

+54.94%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

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

-0.18%

-2.23%

+2.05%

Average Drawdown

Average peak-to-trough decline

-0.51%

-10.71%

+10.20%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.08%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with IBIM

Add iShares iBonds Oct 2036 Term TIPS 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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