IBDU Performance: 6.9% Return (12 Months)
IBDU returned 6.8% over 12 months, underperforming the S&P 500 (31.0%). Volatility: 2.9%.
RS IBD
49.17
Top 50% in Peers
Volatility
2.86%
Top 38% in Peers
Total Return 12m
6.85%
Top 56% in Peers
RS Rating
36.78
Top 50% in Peers
P/E
| P/E Trailing | - |
| P/E Forward | - |
High / Low 52w
| 52 Week High | 23.39 USD |
| 52 Week Low | 21.67 USD |
Sentiment
| VRO Trend Strength ±100 | 27.68 |
| Buy Signal ±3 | 0.13 |
Drawdowns 3y
| Max Drawdown | 4.96% |
| Mean Drawdown | 0.92% |
Compare vs 35 peers in Target Maturity
12m Total Return: IBDU (6.9%) vs PEER ETF
5y Drawdown (Underwater) Chart
Top Performer in Target Maturity (5/35)
Short Term Performance
| SYMBOL | 1W | 1M | 3M |
|---|---|---|---|
| BSJQ | 0.15% | 0.52% | 0.94% |
| BSCQ | 0.10% | 0.31% | 0.90% |
| IBDR | 0.12% | 0.34% | 0.85% |
| IBTG | 0.07% | 0.29% | 0.84% |
| IBDU | 0.32% | -0.11% | 0.43% |
| IBHG | 0.29% | 0.52% | 0.38% |
Long Term Performance
| SYMBOL | 6M | 12M | 5Y |
|---|---|---|---|
| IBHI | 2.98% | 11.51% | 22.72% |
| BSJT | 2.61% | 10.10% | 12.20% |
| BSJS | 2.71% | 9.94% | 17.11% |
| BSJR | 2.10% | 8.39% | 18.58% |
| BSJQ | 2.35% | 8.21% | 21.45% |
| IBDU | 1.64% | 6.85% | 8.03% |
Overall Best Picks of Peer Group (GARP Metrics)
| SYMBOL | MCAP | 1M | 12M | 5Y | P/E | P/E fwd | PEG | EPS stab | EPS cagr |
|---|---|---|---|---|---|---|---|---|---|
| IBDS NYSE ARCA iBonds Dec 2027 Term |
3.77B | 0.11% | 5.20% | 8.17% | - | - | - | - | - |
| BSCR NASDAQ BulletShares 2027 Corporate |
4.67B | 0.14% | 5.32% | 8.0% | - | - | - | - | - |
| BSCS NASDAQ BulletShares 2028 Corporate |
3.43B | -0.08% | 5.86% | 8.25% | - | - | - | - | - |
| IBDT NYSE ARCA iBonds Dec 2028 Term |
3.81B | -0.04% | 5.84% | 8.14% | - | - | - | - | - |
| IBDU NYSE ARCA Trust - iBonds Dec 2029 |
3.70B | -0.11% | 6.85% | 8.03% | - | - | - | - | - |
| BSCT NASDAQ BulletShares 2029 Corporate |
2.79B | -0.22% | 6.87% | 7.76% | - | - | - | - | - |
| BSCQ NASDAQ BulletShares 2026 Corporate |
4.00B | 0.31% | 4.79% | 8.03% | - | - | - | - | - |
| IBDR NYSE ARCA iBonds Dec 2026 Term |
3.66B | 0.34% | 4.82% | 8.31% | - | - | - | - | - |
| BSCU NASDAQ BulletShares 2030 Corporate |
2.48B | -0.31% | 7.31% | 5.61% | - | - | - | - | - |
| IBDV NYSE ARCA Trust - iBonds Dec 2030 |
3.01B | -0.24% | 7.31% | 6.28% | - | - | - | - | - |
Compare IBDU vs S&P 500
Total Return vs S&P 500
| PERIOD | IBDU | S&P 500 |
|---|---|---|
| 1 Week | 0.32% | 3.12% |
| 1 Month | -0.11% | 0.61% |
| 3 Months | 0.43% | -1.99% |
| 6 Months | 1.64% | 4.64% |
| 12 Months | 6.85% | 31.01% |
| 5 Years | 8.03% | 76.73% |
FAQ
Does IBDU outperform the market?
No, IBDU underperforms the market. Over the past 12 months, IBDU returned 6.85% compared to 31.01% for the S&P 500.
What is the IBDU return over the last 12 months?
IBDU has returned 6.85% over the past 12 months, including dividends. Over 3 months the return was 0.43%, and over 5 years 8.03%.
How risky is IBDU?
IBDU has relatively low risk with a maximum drawdown of 4.96% over the past 3 years. The average drawdown is 0.92%.
IBDU vs Sectors (12m)
Relative Performance vs S&P Sectors
Sorted by outperformance, Positive = IBDU beats sector.
| SECTOR | ETF | DIFFERENCE 12M |
|---|---|---|
| Consumer Staples | XLP | 0.2% |
| Health Care | XLV | -4.3% |
| Financials | XLF | -5.4% |
| Real Estate | XLRE | -8.6% |
| Consumer Discretionary | XLY | -14.3% |
| Communication Services | XLC | -20.6% |
| Communication Services | XLC | -20.6% |
| Materials | XLB | -28.7% |
| Industrials | XLI | -33.9% |
| Technology | XLK | -40.7% |
| Energy | XLE | -45.8% |
IBDU vs Asset Classes (12m)
Relative Performance vs Major Asset Classes
| ASSET CLASS | ETF | DIFFERENCE 12M |
|---|---|---|
| S&P 500 | SPY | -24.2% |
| Emerging Market | EEM | -46.4% |
| Gold | GLD | -42.7% |
| Long-Term Bonds | TLT | 2.2% |
| Risk-Free Cash | SHY | 3.3% |