(IBIF) iShares Trust - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US46438G8024 • Target Maturity
IBIF: Treasury, Inflation-Protected, Securities, 2029, Maturity
iShares Trust (NYSE ARCA:IBIF) is an exchange-traded fund (ETF) that tracks an index comprising U.S. Treasury Inflation-Protected Securities (TIPS) with maturities between January 1, 2029, and October 15, 2029. This ETF is designed to provide investors with exposure to a specific segment of the TIPS market, offering a hedge against inflation.
The funds investment strategy involves allocating at least 80% of its assets to the component securities of the underlying index, ensuring a high degree of correlation with the performance of the tracked TIPS. By doing so, IBIF aims to provide investors with a targeted maturity exposure, allowing them to manage their inflation risk and interest rate risk more effectively.
From a technical analysis perspective, the current price of 26.14 is slightly below the 20-day Simple Moving Average (SMA) of 26.16, indicating a potential resistance level. However, the 50-day SMA at 26.02 is below the current price, suggesting a short-term uptrend. The 200-day SMA at 25.50 provides a longer-term bullish indication. The Average True Range (ATR) of 0.09 (0.34%) suggests relatively low volatility, making it an attractive option for investors seeking stable returns.
Considering the fundamental data, the Assets Under Management (AUM) of 36.37M USD indicate a relatively small but still viable ETF. Given the current market conditions and the characteristics of the tracked index, it is likely that IBIF will continue to attract investors seeking inflation protection and targeted maturity exposure.
Forecasting the future performance of IBIF, we can expect the fund to remain relatively stable, with potential for slight appreciation as the underlying TIPS approach maturity. Assuming interest rates remain steady and inflation expectations continue to be a concern for investors, IBIF is likely to remain an attractive option. Based on the technical data, a potential price target could be the 52-week high of 26.36, representing a 0.84% increase from the current price. However, a more conservative estimate would be around 26.20-26.25, taking into account the current SMA20 resistance and potential volatility.
Additional Sources for IBIF ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBIF ETF Overview
Market Cap in USD | 36m |
Category | Target Maturity |
TER | 0.10% |
IPO / Inception | 2023-09-19 |
IBIF ETF Ratings
Growth Rating | 49.6 |
Fundamental | - |
Dividend Rating | 55.4 |
Rel. Strength | -4.06 |
Analysts | - |
Fair Price Momentum | 26.90 USD |
Fair Price DCF | - |
IBIF Dividends
Dividend Yield 12m | 4.30% |
Yield on Cost 5y | 4.72% |
Annual Growth 5y | 103.91% |
Payout Consistency | 100.0% |
IBIF Growth Ratios
Growth Correlation 3m | 79.7% |
Growth Correlation 12m | 82.8% |
Growth Correlation 5y | 94.2% |
CAGR 5y | 6.65% |
CAGR/Max DD 5y | 2.66 |
Sharpe Ratio 12m | 1.00 |
Alpha | 2.16 |
Beta | 0.032 |
Volatility | 3.85% |
Current Volume | 12.2k |
Average Volume 20d | 5.7k |
As of May 22, 2025, the stock is trading at USD 26.08 with a total of 12,194 shares traded.
Over the past week, the price has changed by +0.15%, over one month by +0.41%, over three months by +1.99% and over the past year by +6.58%.
Partly, yes. Based on ValueRay Analyses, iShares Trust (NYSE ARCA:IBIF) is currently (May 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 49.56 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBIF as of May 2025 is 26.90. This means that IBIF is currently overvalued and has a potential downside of 3.14%.
iShares Trust has no consensus analysts rating.
According to ValueRays Forecast Model, IBIF iShares Trust will be worth about 29.1 in May 2026. The stock is currently trading at 26.08. This means that the stock has a potential upside of +11.39%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 29.1 | 11.4% |