(IBHG) iShares iBonds 2027 - Performance 8% in 12m
IBHG performance: live returns, drawdowns, peer ranking & SPY comparison from 1w to 5y, all in one clean chart-driven dashboard.
Performance Rating
53.76%
#36 in Peer-Group
Rel. Strength
53.38%
#3584 in Stock-Universe
Total Return 12m
7.96%
#42 in Peer-Group
Total Return 5y
14.63%
#60 in Peer-Group
| P/E | Value |
|---|---|
| P/E Trailing | - |
| P/E Forward | - |
| High / Low | USD |
|---|---|
| 52 Week High | 22.44 USD |
| 52 Week Low | 20.69 USD |
| Sentiment | Value |
|---|---|
| VRO Trend Strength +-100 | 55.06 |
| Buy/Sell Signal +-5 | 1.48 |
| Support / Resistance | Levels |
|---|---|
| Support | |
| Resistance |
12m Total Return: IBHG (8%) vs TLT (-3.9%)
5y Drawdown (Underwater) Chart
Top Performer in High Yield Bond
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 |
|---|---|---|---|---|---|---|---|---|
| HYGH NYSE ARCA iShares Interest Rate |
0.8% | 8.78% | 45.2% | - | - | - | - | - |
| HYS NYSE ARCA PIMCO 0-5 Year High Yield |
1.16% | 8.8% | 37.6% | - | - | - | - | - |
| SHYL NYSE ARCA Xtrackers Short Duration |
1.27% | 9.41% | 35% | - | - | - | - | - |
| SHYG NYSE ARCA iShares 0-5 Year High Yield |
1.05% | 8.17% | 32.8% | - | - | - | - | - |
| SJNK NYSE ARCA SPDR Bloomberg Short Term |
1.14% | 8.54% | 35.2% | - | - | - | - | - |
| YLD NYSE ARCA Principal Active High Yield |
1.29% | 7.69% | 41.1% | - | - | - | - | - |
| HYBL BATS SSGA Active Trust - SPDR |
1.36% | 8.53% | 21.2% | - | - | - | - | - |
| XCCC NYSE ARCA BondBloxx Trust |
1.93% | 13.5% | 32.1% | - | - | - | - | - |
Performance Comparison: IBHG vs TLT vs S&P 500
TLT (iShares 20+ Year Treasury ETF) is the Sector Benchmark for IBHG
| Total Return (including Dividends) | IBHG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 0.93% | 0.55% | 3.98% |
| 3 Months | 3.76% | -1.08% | 16.24% |
| 12 Months | 7.96% | -3.86% | 12.66% |
| 5 Years | 14.63% | -41.03% | 109.18% |
| Trend Score (consistency of price movement) | IBHG | TLT | S&P 500 |
|---|---|---|---|
| 1 Month | 85.8% | 4% | 91.4% |
| 3 Months | 97% | -2.3% | 97.5% |
| 12 Months | 95.1% | -69.2% | 46.7% |
| 5 Years | 70.5% | -88.3% | 84% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. TLT | vs. S&P 500 |
|---|---|---|---|
| 1 Month | %th28.38 | 0.38% | -2.93% |
| 3 Month | %th8.11 | 4.89% | -10.73% |
| 12 Month | %th40.54 | 12.30% | -4.17% |
| 5 Years | %th44.59 | 72.89% | -24.50% |
FAQs
Does iShares iBonds 2027 (IBHG) outperform the market?
Yes,
over the last 12 months IBHG made 7.96%, while its related Sector, the iShares 20+ Year Treasury (TLT) made -3.86%.
Over the last 3 months IBHG made 3.76%, while TLT made -1.08%.
Performance Comparison IBHG vs Indeces and Sectors
Above 0 means better perfomance compared to Symbol in this Timeframe
IBHG vs. Indices
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -0.6% | -3.1% | -4.1% | -5% |
| US NASDAQ 100 | QQQ | -0.7% | -3.3% | -6.6% | -5% |
| German DAX 40 | DAX | -0.3% | -1% | -14.8% | -21% |
| Shanghai Shenzhen CSI 300 | CSI 300 | -2.1% | -4.2% | -6% | -12% |
| Hongkong Hang Seng | HSI | -1.4% | -1.6% | -25.5% | -26% |
| India NIFTY 50 | INDA | 0.9% | 0.3% | -4% | 11% |
| Brasil Bovespa | EWZ | 4.6% | 4.5% | -17.3% | 8% |
IBHG vs. Sectors
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0% | -1.9% | -8.8% | -17% |
| Consumer Discretionary | XLY | -1.7% | -3.1% | 3.1% | -9% |
| Consumer Staples | XLP | 1.6% | 0.7% | -3.2% | 0% |
| Energy | XLE | -2.2% | -0.2% | 5.7% | 9% |
| Financial | XLF | 0.3% | -3.4% | -5.8% | -16% |
| Health Care | XLV | -0.4% | 1% | 6.6% | 15% |
| Industrial | XLI | -1.3% | -4.5% | -9.2% | -15% |
| Materials | XLB | -0.5% | -2.9% | -2.8% | 5% |
| Real Estate | XLRE | -0.8% | 0.2% | -2.3% | 0% |
| Technology | XLK | -0.2% | -4.4% | -8.8% | -2% |
| Utilities | XLU | -0.9% | -2% | -7.1% | -15% |
| Aerospace & Defense | XAR | -3% | -9% | -24.7% | -42% |
| Biotech | XBI | -5.5% | -5% | 2% | 20% |
| Homebuilder | XHB | -2.7% | -8.4% | 6.1% | 12% |
| Retail | XRT | -1% | -4.2% | -0.8% | 1% |
IBHG vs. Commodities
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Oil | USO | 1.2% | 4.71% | 11.3% | 14% |
| Natural Gas | UNG | -1.1% | 10.9% | 21.1% | 2% |
| Gold | GLD | -0.1% | 2.1% | -20.8% | -30% |
| Silver | SLV | -3.5% | -3.9% | -23.5% | -16% |
| Copper | CPER | -10% | -12.6% | -22% | -14% |
IBHG vs. Bonds
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| iShares 20+ Years Bond | TLT | 0.7% | 0.4% | 1.3% | 12% |
| iShares High Yield Corp. Bond | HYG | 0.1% | -0.3% | -1% | -1% |