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Issuer
iShares
Inception Date
Mar 25, 2026
Region
North America (United States)
Leveraged
1x (No leverage)
Index Tracked
ICE 2036 Maturity US Treasury Index
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$11M

Share Price Chart


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Performance

IBTR Performance Chart


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S&P 500 Index

Returns By Period


iShares iBonds Dec 2036 Term Treasury ETF

1D
0.34%
1M
1.08%
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IBTR Monthly Returns History

Based on dividend-adjusted daily data since Mar 26, 2026, IBTR's average daily return is +0.01%, while the average monthly return is +0.10%. At this rate, an investment would double in approximately 57.8 years.

Historically, 50% of months were positive and 50% were negative. The best month was Mar 2026 with a return of +0.5%, while the worst month was Apr 2026 at -0.3%. The longest winning streak lasted 1 consecutive months, and the longest losing streak was 2 months.

On a daily basis, IBTR closed higher 49% of trading days. The best single day was May 20, 2026 with a return of +0.8%, while the worst single day was May 15, 2026 at -1.0%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.51%-0.33%-0.03%0.24%0.40%

Expense Ratio

IBTR has an expense ratio of 0.07%, which is considered low.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares iBonds Dec 2036 Term Treasury ETF (IBTR) 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.


IBTRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.35

Calmar ratioReturn relative to maximum drawdown

2.66

Martin ratioReturn relative to average drawdown

11.86

Dividends

Dividend History

iShares iBonds Dec 2036 Term Treasury ETF provided a 0.67% dividend yield over the last twelve months, with an annual payout of $0.17 per share.


PeriodTTM
Dividend$0.17

Dividend yield

0.67%

Monthly Dividends

The table displays the monthly dividend distributions for iShares iBonds Dec 2036 Term Treasury ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.09$0.07$0.17

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 Dec 2036 Term Treasury 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 Dec 2036 Term Treasury ETF was 2.88%, occurring on May 19, 2026. The portfolio has not yet recovered.

The current iShares iBonds Dec 2036 Term Treasury ETF drawdown is 0.86%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-2.88%May 2026
29d
2mo 3dApr 2026 - now
2026 pullback2026
-0.50%Mar 2026
1d3d
4dMar 2026 - Mar 2026
2026 pullback2026
-0.45%Apr 2026
1d1d
2dApr 2026 - Apr 2026
2026 pullback2026
-0.20%Apr 2026
0s2d
2dApr 2026 - Apr 2026
2026 pullback2026
-0.18%Apr 2026
1d4d
5dApr 2026 - Apr 2026

Drawdown Indicators


IBTRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-2.88%

-56.78%

+53.90%

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

-0.86%

-2.49%

+1.63%

Average Drawdown

Average peak-to-trough decline

-0.94%

-10.72%

+9.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with IBTR

Add iShares iBonds Dec 2036 Term Treasury ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with IBTR