(IBHI) iShares iBonds 2029 - Performance 6.7% in 12m
Compare IBHI with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
46.18%
#17 in Group
Rel. Strength
55.27%
#3560 in Universe
Total Return 12m
6.68%
#17 in Group
Total Return 5y
13.50%
#12 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: IBHI (6.7%) vs SPY (10.7%)
5y Drawdown (Underwater) Chart
Top Performers in Target Maturity
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| IBHE BATS iShares iBonds 2025 Term |
0.66% | 5.98% | 38.7% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
1.39% | 6.53% | 39.2% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
3.19% | 7.09% | 34.2% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
4.24% | 6.59% | 21% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
2.88% | 8.34% | 22.7% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
3.45% | 8.21% | 31.5% | - | - | - | - | - |
| IBHH BATS iShares iBonds 2028 Term |
4.13% | 7.48% | 14.9% | - | - | - | - | - |
| IBIC NYSE ARCA iShares Trust |
-0.06% | 7.02% | 10.6% | - | - | - | - | - |
Performance Comparison: IBHI vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBHI
| Total Return (including Dividends) | IBHI | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 4.11% | 13.81% | 13.81% |
| 3 Months | -0.90% | -6.30% | -6.30% |
| 12 Months | 6.68% | 10.65% | 10.65% |
| 5 Years | 13.50% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBHI | SPY | S&P 500 |
| 1 Month | 86.5% | 83% | 83% |
| 3 Months | -71.8% | -75.3% | -75.3% |
| 12 Months | 79.8% | 50.1% | 50.1% |
| 5 Years | 88.2% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #19 | -8.52% | -8.52% |
| 3 Month | #60 | 5.76% | 5.76% |
| 12 Month | #23 | -3.59% | -3.59% |
| 5 Years | #28 | -18.5% | -18.5% |
FAQs
Does IBHI iShares iBonds 2029 outperforms the market?
No,
over the last 12 months IBHI made 6.68%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBHI made -0.90%, while SPY made -6.30%.
Over the last 3 months IBHI made -0.90%, while SPY made -6.30%.
Performance Comparison IBHI vs Indeces and Sectors
IBHI vs. Indices IBHI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.94% | -9.70% | 4.94% | -3.97% |
| US NASDAQ 100 | QQQ | -1.13% | -13.3% | 4.73% | -4.96% |
| US Dow Jones Industrial 30 | DIA | -1.35% | -5.88% | 5.23% | -1.03% |
| German DAX 40 | DAX | -0.92% | -10.9% | -21.3% | -19.0% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.12% | -7.72% | 4.17% | -0.69% |
| Hongkong Hang Seng | HSI | -4.11% | -15.8% | -3.42% | -7.0% |
| India NIFTY 50 | INDA | 3.98% | -0.73% | 4.50% | 6.89% |
| Brasil Bovespa | EWZ | -1.99% | -13.1% | -3.76% | 15.0% |
IBHI vs. Sectors IBHI is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.58% | -9.30% | -2.12% | -14.9% |
| Consumer Discretionary | XLY | -1.32% | -10.1% | 5.92% | -7.59% |
| Consumer Staples | XLP | -0.08% | -2.48% | -1.99% | -2.44% |
| Energy | XLE | -0.76% | -2.65% | 11.5% | 16.1% |
| Financial | XLF | -2.04% | -9.41% | -2.16% | -15.8% |
| Health Care | XLV | 2.07% | 3.24% | 9.93% | 10.7% |
| Industrial | XLI | -2.63% | -12.7% | 3.51% | -4.31% |
| Materials | XLB | -0.74% | -9.45% | 9.83% | 11.9% |
| Real Estate | XLRE | 0.38% | -7.43% | 4.19% | -8.77% |
| Technology | XLK | -2.02% | -17.1% | 7.82% | -0.42% |
| Utilities | XLU | -0.99% | -5.48% | -2.72% | -10.8% |
| Aerospace & Defense | XAR | -2.92% | -17.1% | -6.56% | -20.7% |
| Biotech | XBI | 5.65% | -7.70% | 25.1% | 19.0% |
| Homebuilder | XHB | -1.41% | -7.37% | 18.1% | 14.2% |
| Retail | XRT | -2.84% | -10.5% | 9.18% | 8.16% |