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iShares Bitcoin Trust (IBIT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

CUSIP

46438F101

Issuer

iShares

Inception Date

Jan 5, 2024

Category

Blockchain

Leveraged

1x

Index Tracked

CME CF Bitcoin Reference Rate - New York Variant

Asset Class

Cryptocurrency

Expense Ratio

IBIT has an expense ratio of 0.25%, which is considered low.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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S&P 500

Returns By Period

iShares Bitcoin Trust (IBIT) returned 13.08% year-to-date (YTD) and 56.55% over the past 12 months.


IBIT

YTD

13.08%

1M

10.64%

6M

9.01%

1Y

56.55%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of IBIT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20258.78%-17.00%-2.28%14.31%12.11%13.08%
2024-8.75%45.76%14.26%-17.05%14.83%-11.44%8.90%-10.25%8.27%10.10%38.79%-3.91%99.21%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 82, IBIT is among the top 18% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IBIT is 8282
Overall Rank
The Sharpe Ratio Rank of IBIT is 8282
Sharpe Ratio Rank
The Sortino Ratio Rank of IBIT is 8282
Sortino Ratio Rank
The Omega Ratio Rank of IBIT is 7676
Omega Ratio Rank
The Calmar Ratio Rank of IBIT is 9191
Calmar Ratio Rank
The Martin Ratio Rank of IBIT is 7979
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Bitcoin Trust (IBIT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares Bitcoin Trust Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: 1.08
  • All Time: 1.49

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares Bitcoin Trust compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


iShares Bitcoin Trust 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 Bitcoin Trust. 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 Bitcoin Trust was 28.22%, occurring on Apr 8, 2025. Recovery took 29 trading sessions.

The current iShares Bitcoin Trust drawdown is 5.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.22%Dec 18, 202475Apr 8, 202529May 20, 2025104
-27.51%Mar 14, 2024122Sep 6, 202443Nov 6, 2024165
-16.18%Jan 12, 20247Jan 23, 202413Feb 9, 202420
-8.62%Mar 5, 20241Mar 5, 20243Mar 8, 20244
-8.48%Nov 25, 20242Nov 26, 20247Dec 6, 20249
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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