iShares Long Term Funds Summary Page

for period ending May 31, 2025

More ways to view this list of iShares funds:
by Category: Broad, Digital Assets, Focused, High Yield, Infl Protected, Intermed Term, International, Large Cap, Long Term, Mid Cap, Mortg Backed, Multi Cap, Multisector, Regions, Sectors, Short Term, Small Cap, Target Date, Target Risk, Tax Exempt, Thematic

In the scatterplots below the dots nearest the top left indicate the best risk vs. return combination. Select any dot to see its ticker symbol or id. Click any dot to see details. Use the table below to compare performance of all the iShares funds.
Sort any column by clicking the heading in the gray row. Click any iShares fund name below for full details.

Maximum Drawdown vs. Annual Return

● iShares Funds: Long Term ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)

iShares Fund Name	ID	Peer Group	1 month	YTD	1 year	3 year	5 year	10 year	15 year	20 year	15 year	20 year
					Total Return, annualized %						Max DrawDown
U.S. Total Bond Market	BND	Benchmark	-0.7%	2.5%	5.4%	*	*	*	*	*	*	*
S&P 500	SPY	Benchmark	6.3%	0.9%	13.2%	*	*	*	*	*	*	*
Strategic 60-40 Portfolio	s.6040	Benchmark	3.5%	1.3%	10.0%	*	*	*	*	*	*	*
25+ Yr Treasury STRIPS Bd	GOVZ	Fixed Income	-5.7%	-4.7%	-8.1%	*	*	*	*	*	*	*
IR Hedged LT Corp Bond	IGBH	Fixed Income	2.3%	0.5%	3.6%	*	*	*	*	*	*	*
Core 10+ Yr USD Bond	ILTB	Fixed Income	-1.4%	1.0%	2.4%	*	*	*	*	*	*	*
10-20 Yr Treasury Bond	TLH	Fixed Income	-2.5%	1.5%	2.3%	*	*	*	*	*	*	*
20+ Yr Treasury Bond	TLT	Fixed Income	-3.2%	0.2%	-0.6%	*	*	*	*	*	*	*
20+Yr Treasury Bond BuyWrite	TLTW	Fixed Income	-1.8%	2.6%	4.5%	*	*	*	*	*	*	*