IBTH vs. USD=X
IBTH (iShares iBonds Dec 2027 Term Treasury ETF) is Government Bonds fund tracking the ICE 2027 Maturity US Treasury Index, while USD=X (USD Cash) is a currency. Over the past 5 years, IBTH returned 0.42%/yr vs 0.00%/yr for USD=X.
Performance
IBTH vs. USD=X - Performance Comparison
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Returns By Period
IBTH
- 1D
- -0.02%
- 1M
- 0.23%
- YTD
- 1.03%
- 6M
- 1.29%
- 1Y
- 3.81%
- 3Y*
- 4.16%
- 5Y*
- 0.42%
- 10Y*
- —
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
IBTH vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
IBTH iShares iBonds Dec 2027 Term Treasury ETF | 1.03% | 5.29% | 3.22% | 4.38% | -9.75% | -3.43% | 4.20% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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Return for Risk
IBTH vs. USD=X — Risk / Return Rank
IBTH
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IBTH vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2027 Term Treasury ETF (IBTH) and USD Cash (USD=X). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| IBTH | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.96 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 10.03 | — | — |
| Martin ratioReturn relative to average drawdown | 41.28 | — | — |
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Drawdowns
IBTH vs. USD=X - Drawdown Comparison
The maximum IBTH drawdown since its inception was -16.16%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for IBTH and USD=X.
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Drawdown Indicators
| IBTH | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.16% | 0.00% | -16.16% |
Max Drawdown (1Y)Largest decline over 1 year | -0.38% | 0.00% | -0.38% |
Max Drawdown (3Y)Largest decline over 3 years | -2.09% | 0.00% | -2.09% |
Max Drawdown (5Y)Largest decline over 5 years | -14.41% | 0.00% | -14.41% |
Max Drawdown (10Y)Largest decline over 10 years | — | 0.00% | — |
Current DrawdownCurrent decline from peak | -1.25% | 0.00% | -1.25% |
Average DrawdownAverage peak-to-trough decline | -6.69% | 0.00% | -6.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.09% | 0.00% | +0.09% |
Volatility
IBTH vs. USD=X - Volatility Comparison
iShares iBonds Dec 2027 Term Treasury ETF (IBTH) has a higher volatility of 0.20% compared to USD Cash (USD=X) at 0.00%. This indicates that IBTH's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| IBTH | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.20% | 0.00% | +0.20% |
Volatility (6M)Calculated over the trailing 6-month period | 0.54% | 0.00% | +0.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.03% | 0.00% | +1.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.19% | 0.00% | +4.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.20% | 0.00% | +4.20% |
Frequently Asked Questions
IBTH has higher volatility (0.20%) compared to USD=X (0.00%). In terms of maximum drawdown, IBTH dropped -16.16% vs USD=X's 0.00%.
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