(IBHG) iShares iBonds 2027 Term - Ratings and Ratios
Exchange: BATS • Country: USA • Currency: USD • Type: Etf • ISIN: US46436E4787 • High Yield Bond
IBHG: High Yield Bonds, Corporate Bonds
The iShares® iBonds® 2027 Term High Yield and Income ETF (BATS:IBHG) is designed to track the performance of U.S. dollar-denominated, taxable, fixed-rate high-yield corporate bonds and investment-grade BBB-rated corporate bonds maturing between January 1, 2027, and December 15, 2027. The fund adheres to a strict investment policy, allocating at least 80% of its assets to the component securities of its underlying index and at least 90% to fixed-income securities of the types included in the index. This structure ensures a targeted exposure to higher-yielding corporate debt with defined maturity dates, offering investors a way to manage interest rate risk and benefit from predictable cash flows as bonds approach maturity.
Based on
Additional Sources for IBHG ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IBHG ETF Overview
Market Cap in USD | 266m |
Category | High Yield Bond |
TER | 0.35% |
IPO / Inception | 2021-07-07 |
IBHG ETF Ratings
Growth 5y | 46.7% |
Fundamental | - |
Dividend | 81.3% |
Rel. Strength Industry | 7.44 |
Analysts | - |
Fair Price Momentum | 22.46 USD |
Fair Price DCF | - |
IBHG Dividends
Dividend Yield 12m | 6.43% |
Yield on Cost 5y | 7.05% |
Annual Growth 5y | 31.15% |
Payout Consistency | 100.0% |
IBHG Growth Ratios
Growth Correlation 3m | 89.8% |
Growth Correlation 12m | 98.8% |
Growth Correlation 5y | 61.9% |
CAGR 5y | 2.97% |
CAGR/Max DD 5y | 0.21 |
Sharpe Ratio 12m | 2.06 |
Alpha | 2.68 |
Beta | 0.14 |
Volatility | 3.86% |
Current Volume | 70.1k |
Average Volume 20d | 96.4k |
As of March 14, 2025, the stock is trading at USD 22.26 with a total of 70,081 shares traded.
Over the past week, the price has changed by -0.40%, over one month by -0.26%, over three months by +1.25% and over the past year by +7.43%.
Partly, yes. Based on ValueRay Analyses, iShares iBonds 2027 Term (BATS:IBHG) is currently (March 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 46.73 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IBHG as of March 2025 is 22.46. This means that IBHG is currently overvalued and has a potential downside of 0.9%.
iShares iBonds 2027 Term has no consensus analysts rating.
According to ValueRays Forecast Model, IBHG iShares iBonds 2027 Term will be worth about 24.3 in March 2026. The stock is currently trading at 22.26. This means that the stock has a potential upside of +8.94%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 24.3 | 8.9% |