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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

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


0.00%20.00%40.00%60.00%80.00%100.00%120.00%December2025FebruaryMarchAprilMay
116.37%
18.49%
IBIT (iShares Bitcoin Trust)
Benchmark (^GSPC)

Returns By Period

iShares Bitcoin Trust (IBIT) returned 8.61% year-to-date (YTD) and 62.86% over the past 12 months.


IBIT

YTD

8.61%

1M

32.19%

6M

32.16%

1Y

62.86%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*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%7.68%8.61%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 86, IBIT is among the top 14% 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 8686
Overall Rank
The Sharpe Ratio Rank of IBIT is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of IBIT is 8686
Sortino Ratio Rank
The Omega Ratio Rank of IBIT is 8282
Omega Ratio Rank
The Calmar Ratio Rank of IBIT is 9494
Calmar Ratio Rank
The Martin Ratio Rank of IBIT is 8383
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 current iShares Bitcoin Trust Sharpe ratio is 1.17. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of iShares Bitcoin Trust with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-0.500.000.501.001.502.002.503.00Jan 19Jan 26Feb 02Feb 09Feb 16Feb 23Mar 02Mar 09Mar 16Mar 23Mar 30Apr 06Apr 13Apr 20Apr 27May 04
1.17
0.48
IBIT (iShares Bitcoin Trust)
Benchmark (^GSPC)

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-5.12%
-7.82%
IBIT (iShares Bitcoin Trust)
Benchmark (^GSPC)

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. The portfolio has not yet recovered.

The current iShares Bitcoin Trust drawdown is 5.12%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-28.22%Dec 18, 202475Apr 8, 2025
-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

Volatility

Volatility Chart

The current iShares Bitcoin Trust volatility is 12.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%December2025FebruaryMarchAprilMay
12.38%
11.21%
IBIT (iShares Bitcoin Trust)
Benchmark (^GSPC)