(IBDS) iShares iBonds Dec - Performance 6.5% in 12m
Compare IBDS with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
24.41%
#40 in Group
Rel. Strength
52.89%
#3749 in Universe
Total Return 12m
6.50%
#40 in Group
Total Return 5y
11.34%
#26 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: IBDS (6.5%) 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: IBDS vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDS
| Total Return (including Dividends) | IBDS | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 0.74% | 13.81% | 13.81% |
| 3 Months | 1.53% | -6.30% | -6.30% |
| 12 Months | 6.50% | 10.65% | 10.65% |
| 5 Years | 11.34% | 107.77% | 107.77% |
| Trend Score (consistency of price movement) | IBDS | SPY | S&P 500 |
| 1 Month | 80.6% | 83% | 83% |
| 3 Months | 88.2% | -75.3% | -75.3% |
| 12 Months | 93.8% | 50.1% | 50.1% |
| 5 Years | -5.0% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #9 | -11.5% | -11.5% |
| 3 Month | #44 | 8.35% | 8.35% |
| 12 Month | #33 | -3.75% | -3.75% |
| 5 Years | #46 | -46.4% | -46.4% |
FAQs
Does IBDS iShares iBonds Dec outperforms the market?
No,
over the last 12 months IBDS made 6.50%, while its related Sector, the SPDR SP500 Trust (SPY) made 10.65%.
Over the last 3 months IBDS made 1.53%, while SPY made -6.30%.
Over the last 3 months IBDS made 1.53%, while SPY made -6.30%.
Performance Comparison IBDS vs Indeces and Sectors
IBDS vs. Indices IBDS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.26% | -13.1% | 7.42% | -4.15% |
| US NASDAQ 100 | QQQ | -1.45% | -16.6% | 7.21% | -5.14% |
| US Dow Jones Industrial 30 | DIA | -1.67% | -9.25% | 7.71% | -1.21% |
| German DAX 40 | DAX | -1.24% | -14.2% | -18.9% | -19.2% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -3.44% | -11.1% | 6.65% | -0.87% |
| Hongkong Hang Seng | HSI | -4.43% | -19.2% | -0.94% | -7.18% |
| India NIFTY 50 | INDA | 3.66% | -4.10% | 6.98% | 6.71% |
| Brasil Bovespa | EWZ | -2.31% | -16.5% | -1.28% | 14.8% |
IBDS vs. Sectors IBDS is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.90% | -12.7% | 0.36% | -15.1% |
| Consumer Discretionary | XLY | -1.64% | -13.5% | 8.40% | -7.77% |
| Consumer Staples | XLP | -0.40% | -5.85% | 0.49% | -2.62% |
| Energy | XLE | -1.08% | -6.02% | 14.0% | 16.0% |
| Financial | XLF | -2.36% | -12.8% | 0.32% | -15.9% |
| Health Care | XLV | 1.75% | -0.13% | 12.4% | 10.6% |
| Industrial | XLI | -2.95% | -16.1% | 5.99% | -4.49% |
| Materials | XLB | -1.06% | -12.8% | 12.3% | 11.7% |
| Real Estate | XLRE | 0.06% | -10.8% | 6.67% | -8.95% |
| Technology | XLK | -2.34% | -20.5% | 10.3% | -0.60% |
| Utilities | XLU | -1.31% | -8.85% | -0.24% | -11.0% |
| Aerospace & Defense | XAR | -3.24% | -20.4% | -4.08% | -20.8% |
| Biotech | XBI | 5.33% | -11.1% | 27.6% | 18.8% |
| Homebuilder | XHB | -1.73% | -10.7% | 20.6% | 14.1% |
| Retail | XRT | -3.16% | -13.9% | 11.7% | 7.98% |