(IBTJ) iShares iBonds Dec - Performance 6.3% in 12m
IBTJ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
-10.24%
#61 in Peer-Group
Rel. Strength
48.42%
#3832 in Stock-Universe
Total Return 12m
6.33%
#38 in Peer-Group
Total Return 5y
-7.59%
#60 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 21.91 USD |
| 52 Week Low | 20.48 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 85.66 |
| Buy/Sell Signal +-5 | -0.65 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IBTJ (6.3%) vs QQQ (14.5%)
5y Drawdown (Underwater) Chart
Top Performer 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 |
0.51% | 6.3% | 35.2% | - | - | - | - | - |
| BSJP NASDAQ Invesco BulletShares 2025 |
0.33% | 6.44% | 34.8% | - | - | - | - | - |
| BSJQ NASDAQ Invesco BulletShares 2026 |
0.64% | 7.73% | 31.1% | - | - | - | - | - |
| BSJU NASDAQ Invesco Exchange-Traded |
1.98% | 9.26% | 24.9% | - | - | - | - | - |
| IBHF BATS iShares iBonds 2026 Term |
0.55% | 8.41% | 24% | - | - | - | - | - |
| BSJR NASDAQ Invesco BulletShares 2027 |
0.93% | 9.65% | 30.8% | - | - | - | - | - |
| IBHH BATS iShares iBonds 2028 Term |
1.33% | 9.38% | 18% | - | - | - | - | - |
| IBHI BATS iShares iBonds 2029 Term |
1.67% | 8.91% | 17.1% | - | - | - | - | - |
Performance Comparison: IBTJ vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IBTJ
| Total Return (including Dividends) | IBTJ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 1.12% | 5.27% | 4.33% |
| 3 Months | 2.09% | 13.93% | 8.76% |
| 12 Months | 6.33% | 14.45% | 13.95% |
| 5 Years | -7.59% | 132.76% | 116.91% |
| Trend Score (consistency of price movement) | IBTJ | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | 75.7% | 75.5% | 79.1% |
| 3 Months | 44.7% | 94% | 91.7% |
| 12 Months | 65.1% | 41.9% | 44% |
| 5 Years | -54.5% | 76.7% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th29.51 | -3.95% | -3.08% |
| 3 Month | %th26.23 | -10.39% | -6.13% |
| 12 Month | %th32.79 | -7.09% | -6.68% |
| 5 Years | %th0.00 | -60.30% | -57.40% |
FAQs
Does iShares iBonds Dec (IBTJ) outperform the market?
No,
over the last 12 months IBTJ made 6.33%, while its related Sector, the Invesco QQQ Trust (QQQ) made 14.45%.
Over the last 3 months IBTJ made 2.09%, while QQQ made 13.93%.
Performance Comparison IBTJ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IBTJ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.9% | -3.2% | 0.7% | -8% |
| US NASDAQ 100 | QQQ | -3.6% | -4.2% | -0.5% | -8% |
| German DAX 40 | DAX | -2.4% | 2% | -15.3% | -25% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.8% | -1.7% | 3.4% | -11% |
| Hongkong Hang Seng | HSI | -4.3% | -6.3% | -16.8% | -30% |
| India NIFTY 50 | INDA | -3.1% | -1.3% | -0.6% | 6% |
| Brasil Bovespa | EWZ | -1.2% | -1.3% | -22.4% | -2% |
IBTJ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4.4% | -4.9% | -5.7% | -20% |
| Consumer Discretionary | XLY | -3.5% | 0.1% | 9% | -13% |
| Consumer Staples | XLP | 0.4% | 2.6% | 1.8% | -1% |
| Energy | XLE | 3.9% | -2.9% | 2.1% | 9% |
| Financial | XLF | -3% | -1.2% | -2.7% | -22% |
| Health Care | XLV | -1% | -0.7% | 7.4% | 13% |
| Industrial | XLI | -2.9% | -1.6% | -6.2% | -16% |
| Materials | XLB | -1.7% | -0.2% | 0.1% | 5% |
| Real Estate | XLRE | 1.3% | 0.7% | 1.6% | -5% |
| Technology | XLK | -3.9% | -7.1% | -1.3% | -5% |
| Utilities | XLU | -0.9% | 0.8% | -3.8% | -15% |
| Aerospace & Defense | XAR | -5.2% | -7.9% | -19.8% | -44% |
| Biotech | XBI | -0.2% | -3.6% | 13.7% | 17% |
| Homebuilder | XHB | -3.5% | -0.8% | 10.4% | 8% |
| Retail | XRT | -0.2% | -0.4% | 8.4% | 2% |
IBTJ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.4% | -7.80% | 5.39% | 15% |
| Natural Gas | UNG | 6.9% | 4.2% | -0.3% | 14% |
| Gold | GLD | 3.4% | 2.2% | -20.2% | -34% |
| Silver | SLV | 0.8% | -6.8% | -17.3% | -17% |
| Copper | CPER | -4% | -5.7% | -18.2% | -11% |
IBTJ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.5% | -1.2% | 2.5% | 9% |
| iShares High Yield Corp. Bond | HYG | -0.2% | -0.5% | -0.1% | -4% |