PortfoliosLab logoPortfoliosLab logo
CUSIP
46438G521
Issuer
iShares
Inception Date
Nov 7, 2024
Region
North America (U.S.)
Leveraged
1x (No leverage)
Index Tracked
BlackRock iBonds® 1-5 Year Treasury Ladder Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Bond
Assets Under Management
$129M

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

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


Performance

LDRT Performance Chart

iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) is up 0.7% since the beginning of the year. LDRT is currently trading at $25 per share.


Loading charts...

S&P 500 Index

Returns By Period

iShares iBonds 1-5 Year Treasury Ladder ETF (LDRT) has returned 0.74% so far this year and 3.49% over the past 12 months.


iShares iBonds 1-5 Year Treasury Ladder ETF

1D
0.00%
1M
0.16%
YTD
0.74%
6M
0.93%
1Y
3.49%
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LDRT Monthly Returns History

Based on dividend-adjusted daily data since Nov 8, 2024, LDRT's average daily return is +0.02%, while the average monthly return is +0.33%. At this rate, an investment would double in approximately 17.5 years.

Historically, 80% of months were positive and 20% were negative. The best month was Feb 2026 with a return of +1.2%, while the worst month was Mar 2026 at -0.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 1 months.

On a daily basis, LDRT closed higher 55% of trading days. The best single day was Mar 10, 2025 with a return of +0.8%, while the worst single day was Sep 22, 2025 at -0.7%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.08%1.17%-0.61%0.12%0.09%-0.10%0.74%
20250.45%0.87%0.59%0.83%-0.29%0.58%-0.10%1.09%0.20%0.28%0.75%0.20%5.55%
20240.44%0.00%0.44%

Benchmark Metrics

iShares iBonds 1-5 Year Treasury Ladder ETF has an annualized alpha of 4.45%, beta of -0.01, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since November 08, 2024.

  • This ETF captured 7.43% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -18.78%) - a profile typical of hedging or uncorrelated assets.
  • Beta of -0.01 may look defensive, but with R2 of 0.01 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 0.01 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
4.45%
Beta
-0.01
0.01
Upside Capture
7.43%
Downside Capture
-18.78%

Expense Ratio

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


Return for Risk

Risk / Return Rank

LDRT ranks 46 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


LDRT Risk / Return Rank: 4646
Overall Rank
LDRT Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
LDRT Sortino Ratio Rank: 3737
Sortino Ratio Rank
LDRT Omega Ratio Rank: 4040
Omega Ratio Rank
LDRT Calmar Ratio Rank: 6666
Calmar Ratio Rank
LDRT Martin Ratio Rank: 5050
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 1-5 Year Treasury Ladder ETF (LDRT) 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.


LDRTBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.77

Sortino ratioReturn per unit of downside risk

-0.88

Omega ratioGain probability vs. loss probability

1.26

1.37

-0.11

Calmar ratioReturn relative to maximum drawdown

3.15

2.78

+0.36

Martin ratioReturn relative to average drawdown

8.16

12.44

-4.28

Dividends

Dividend History

iShares iBonds 1-5 Year Treasury Ladder ETF provided a 4.08% dividend yield over the last twelve months, with an annual payout of $1.02 per share.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.20$0.40$0.60$0.80$1.0020242025
Dividends
Dividend Yield
PeriodTTM20252024
Dividend$1.02$0.98$0.17

Dividend yield

4.08%3.86%0.69%

Monthly Dividends

The table displays the monthly dividend distributions for iShares iBonds 1-5 Year Treasury Ladder ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.08$0.15$0.08$0.08$0.08$0.46
2025$0.00$0.08$0.08$0.09$0.08$0.09$0.08$0.08$0.08$0.08$0.08$0.15$0.98
2024$0.17$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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the iShares iBonds 1-5 Year Treasury Ladder 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 1-5 Year Treasury Ladder ETF was 1.11%, occurring on Mar 26, 2026. The portfolio has not yet recovered.

The current iShares iBonds 1-5 Year Treasury Ladder ETF drawdown is 0.50%.


Related event

Drawdown

Fall

Recovery

Underwater

2026 pullback2026
-1.11%Mar 2026
24d
3mo 23dMar 2026 - now
2025 pullback2025
-0.81%Dec 2025
13d2mo 6d
2mo 19dNov 2025 - Feb 2026
2025 pullback2025
-0.80%Sep 2025
3d1mo 3d
1mo 6dSep 2025 - Oct 2025
2025 selloff2025
-0.79%May 2025
13d1mo 10d
1mo 23dMay 2025 - Jun 2025
2025 selloff2025
-0.78%Mar 2025
7d14d
21dMar 2025 - Apr 2025

Drawdown Indicators


LDRTBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-1.11%

-56.78%

+55.67%

Max Drawdown (1Y)

Largest decline over 1 year

-1.11%

-9.10%

+7.99%

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

-0.50%

-1.80%

+1.30%

Average Drawdown

Average peak-to-trough decline

-0.32%

-10.71%

+10.39%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.43%

2.03%

-1.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with LDRT

Add iShares iBonds 1-5 Year Treasury Ladder 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 LDRT