(IBTM) iShares iBonds Dec - Performance 6.3% in 12m
Compare IBTM with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
17.65%
#43 in Group
Rel. Strength
54.83%
#3595 in Universe
Total Return 12m
6.31%
#21 in Group
Total Return 5y
1.98%
#44 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: IBTM (6.3%) vs QQQ (11.6%)
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: IBTM vs QQQ vs S&P 500
QQQ (Invesco QQQ Trust ETF) is the Sector Benchmark for IBTM
| Total Return (including Dividends) | IBTM | QQQ | S&P 500 |
|---|---|---|---|
| 1 Month | -0.20% | 17.36% | 13.81% |
| 3 Months | 2.51% | -7.60% | -6.30% |
| 12 Months | 6.31% | 11.64% | 10.65% |
| 5 Years | 1.98% | 122.10% | 107.77% |
| Trend Score (consistency of price movement) | IBTM | QQQ | S&P 500 |
| 1 Month | 70.7% | 81.6% | 83% |
| 3 Months | 79.0% | -68% | -75.3% |
| 12 Months | 46.1% | 38% | 50.1% |
| 5 Years | 37.6% | 76.8% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. QQQ | vs. S&P 500 |
| 1 Month | #49 | -15.0% | -12.3% |
| 3 Month | #4 | 11.0% | 9.40% |
| 12 Month | #40 | -4.77% | -3.92% |
| 5 Years | #39 | -39.5% | -32.6% |
FAQs
Does IBTM iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBTM made 6.31%, while its related Sector, the Invesco QQQ Trust (QQQ) made 11.64%.
Over the last 3 months IBTM made 2.51%, while QQQ made -7.60%.
Over the last 3 months IBTM made 2.51%, while QQQ made -7.60%.
Performance Comparison IBTM vs Indeces and Sectors
IBTM vs. Indices IBTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.14% | -14.0% | 7.41% | -4.34% |
| US NASDAQ 100 | QQQ | -2.33% | -17.6% | 7.20% | -5.33% |
| US Dow Jones Industrial 30 | DIA | -2.55% | -10.2% | 7.70% | -1.40% |
| German DAX 40 | DAX | -2.12% | -15.2% | -18.9% | -19.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -4.32% | -12.0% | 6.64% | -1.06% |
| Hongkong Hang Seng | HSI | -5.31% | -20.1% | -0.95% | -7.37% |
| India NIFTY 50 | INDA | 2.78% | -5.04% | 6.97% | 6.52% |
| Brasil Bovespa | EWZ | -3.19% | -17.4% | -1.29% | 14.6% |
IBTM vs. Sectors IBTM is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -2.78% | -13.6% | 0.35% | -15.3% |
| Consumer Discretionary | XLY | -2.52% | -14.4% | 8.39% | -7.96% |
| Consumer Staples | XLP | -1.28% | -6.79% | 0.48% | -2.81% |
| Energy | XLE | -1.96% | -6.96% | 14.0% | 15.8% |
| Financial | XLF | -3.24% | -13.7% | 0.31% | -16.1% |
| Health Care | XLV | 0.87% | -1.07% | 12.4% | 10.4% |
| Industrial | XLI | -3.83% | -17.0% | 5.98% | -4.68% |
| Materials | XLB | -1.94% | -13.8% | 12.3% | 11.5% |
| Real Estate | XLRE | -0.82% | -11.7% | 6.66% | -9.14% |
| Technology | XLK | -3.22% | -21.4% | 10.3% | -0.79% |
| Utilities | XLU | -2.19% | -9.79% | -0.25% | -11.2% |
| Aerospace & Defense | XAR | -4.12% | -21.4% | -4.09% | -21.0% |
| Biotech | XBI | 4.45% | -12.0% | 27.6% | 18.6% |
| Homebuilder | XHB | -2.61% | -11.7% | 20.6% | 13.9% |
| Retail | XRT | -4.04% | -14.9% | 11.7% | 7.79% |