(IBDZ) iShares Trust - Performance 7.1% in 12m
IBDZ performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
33.55%
#36 in Peer-Group
Rel. Strength
50.05%
#3711 in Stock-Universe
Total Return 12m
7.12%
#26 in Peer-Group
Total Return 5y
8.86%
#27 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 26.03 USD |
| 52 Week Low | 24.06 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 83.00 |
| Buy/Sell Signal +-5 | 0.31 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IBDZ (7.1%) vs SPY (14%)
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: IBDZ vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for IBDZ
| Total Return (including Dividends) | IBDZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 2.25% | 4.33% | 4.33% |
| 3 Months | 2.92% | 8.76% | 8.76% |
| 12 Months | 7.12% | 13.95% | 13.95% |
| 5 Years | 8.86% | 116.91% | 116.91% |
| Trend Score (consistency of price movement) | IBDZ | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | 88.6% | 79.1% | 79.1% |
| 3 Months | 60.4% | 91.7% | 91.7% |
| 12 Months | 38% | 44% | 44% |
| 5 Years | 51.7% | 84% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th98.36 | -2.00% | -2.00% |
| 3 Month | %th93.44 | -5.36% | -5.36% |
| 12 Month | %th67.21 | -5.99% | -5.99% |
| 5 Years | %th95.08 | -7.72% | -7.72% |
FAQs
Does iShares Trust (IBDZ) outperform the market?
No,
over the last 12 months IBDZ made 7.12%, while its related Sector, the SPDR SP500 Trust (SPY) made 13.95%.
Over the last 3 months IBDZ made 2.92%, while SPY made 8.76%.
Performance Comparison IBDZ vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IBDZ vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -2.5% | -2.1% | 0.7% | -7% |
| US NASDAQ 100 | QQQ | -3.2% | -3% | -0.5% | -7% |
| German DAX 40 | DAX | -1.9% | 3.1% | -15.2% | -24% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -1.3% | -0.6% | 3.5% | -10% |
| Hongkong Hang Seng | HSI | -3.8% | -5.2% | -16.7% | -29% |
| India NIFTY 50 | INDA | -2.7% | -0.2% | -0.6% | 6% |
| Brasil Bovespa | EWZ | -0.7% | -0.2% | -22.4% | -1% |
IBDZ vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -4% | -3.8% | -5.6% | -19% |
| Consumer Discretionary | XLY | -3% | 1.2% | 9% | -12% |
| Consumer Staples | XLP | 0.9% | 3.8% | 1.8% | -0% |
| Energy | XLE | 4.4% | -1.7% | 2.2% | 10% |
| Financial | XLF | -2.5% | -0.1% | -2.7% | -22% |
| Health Care | XLV | -0.5% | 0.4% | 7.4% | 14% |
| Industrial | XLI | -2.4% | -0.5% | -6.2% | -15% |
| Materials | XLB | -1.2% | 1% | 0.2% | 6% |
| Real Estate | XLRE | 1.8% | 1.8% | 1.7% | -4% |
| Technology | XLK | -3.4% | -5.9% | -1.3% | -4% |
| Utilities | XLU | -0.4% | 2% | -3.8% | -14% |
| Aerospace & Defense | XAR | -4.7% | -6.8% | -19.7% | -43% |
| Biotech | XBI | 0.2% | -2.4% | 13.8% | 18% |
| Homebuilder | XHB | -3% | 0.3% | 10.4% | 9% |
| Retail | XRT | 0.3% | 0.8% | 8.4% | 2% |
IBDZ vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 12.8% | -6.67% | 5.42% | 15% |
| Natural Gas | UNG | 7.3% | 5.4% | -0.3% | 15% |
| Gold | GLD | 3.9% | 3.3% | -20.1% | -33% |
| Silver | SLV | 1.3% | -5.7% | -17.3% | -16% |
| Copper | CPER | -3.6% | -4.6% | -18.2% | -11% |
IBDZ vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | -0.1% | -0.1% | 2.5% | 10% |
| iShares High Yield Corp. Bond | HYG | 0.3% | 0.6% | -0.1% | -3% |