iShares Target Date 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: Target Date ● S&P 500 (SPY) ● U.S. Bonds (BND) ● Balanced (60% Equity / 40% Bonds)
  Total Return, annualized % Max DrawDown
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
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% * * * * * * *
iBonds Dec 2025 Term Corp IBDQ Fixed Income 0.3% 1.8% 5.3% * * * * * * *
iBonds 2026 Term Corp IBDR Fixed Income 0.3% 2.0% 6.2% * * * * * * *
iBonds 2027 Term Corp IBDS Fixed Income 0.2% 2.5% 6.7% * * * * * * *
iBonds Dec 2028 Term Corp IBDT Fixed Income 0.2% 3.2% 7.2% * * * * * * *
iBonds Dec 2029 Term Corp IBDU Fixed Income 0.3% 3.3% 7.6% * * * * * * *
iBonds Dec 2030 Term Corp IBDV Fixed Income 0.3% 3.6% 7.9% * * * * * * *
iBonds Dec 2031 Term Corp IBDW Fixed Income 0.2% 3.8% 7.9% * * * * * * *
iBonds Dec '32 Term Corp IBDX Fixed Income 0.4% 3.3% 7.2% * * * * * * *
iBonds Dec 2033 Term Corp IBDY Fixed Income 0.5% 3.4% 6.9% * * * * * * *
iBonds Dec 2034 Term Corp IBDZ Fixed Income 0.4% 2.5% 6.8% * * * * * * *
iBonds Dec 2044 Term Trsy IBGA Fixed Income -2.9% 1.1%   * * * * * * *
iBonds Dec 2054 Term Trsy IBGK Fixed Income -3.5% -0.4%   * * * * * * *
iBonds 2025 Term HY & Inc IBHE Fixed Income 0.2% 1.9% 5.8% * * * * * * *
iBonds 2026 Term HY & Inc IBHF Fixed Income 0.8% 2.4% 8.3% * * * * * * *
iBonds 2027 Term HY & Inc IBHG Fixed Income 1.2% 3.1% 8.9% * * * * * * *
iBonds 2028 Term HY & Inc IBHH Fixed Income 1.7% 3.1% 9.0% * * * * * * *
iBonds 2029 Term HY & Inc IBHI Fixed Income 1.9% 2.1% 8.6% * * * * * * *
iBonds 2030 Term HY & Income IBHJ Fixed Income 1.6% 3.1% 8.4% * * * * * * *
iBonds 2031 Term HY & Income IBHK Fixed Income 1.5% 3.0% 8.4% * * * * * * *
iBonds Dec 2025 Term Treas IBTF Fixed Income 0.3% 1.6% 5.2% * * * * * * *
iBonds Dec 2026 Term Treas IBTG Fixed Income -0.0% 1.7% 5.5% * * * * * * *
iBonds Dec 2027 Term Treas IBTH Fixed Income -0.2% 2.4% 6.2% * * * * * * *
iBonds Dec 2028 Term Treas IBTI Fixed Income -0.4% 3.0% 6.7% * * * * * * *
iBonds Dec 2029 Term Treas IBTJ Fixed Income -0.6% 3.4% 6.7% * * * * * * *
iBonds Dec 2030 Term Treas IBTK Fixed Income -0.8% 3.8% 6.9% * * * * * * *
iBonds Dec 2031 Term Trsy IBTL Fixed Income -1.0% 3.8% 6.6% * * * * * * *
iBonds Dec 2032 Term Trsy IBTM Fixed Income -1.0% 3.9% 6.4% * * * * * * *
iBonds Dec 2033 Term Trsy IBTO Fixed Income -1.2% 3.8% 6.1% * * * * * * *
iBonds Dec 2034 Term Trsy IBTP Fixed Income -1.3% 3.6%   * * * * * * *
LifePath Retire IRTR Asset Allocation 1.7% 3.7% 8.9% * * * * * * *
LifePath TD 2030 ITDB Asset Allocation 2.6% 4.1% 10.0% * * * * * * *
LifePath Tgt Date 2035 ITDC Asset Allocation 3.2% 4.1% 10.6% * * * * * * *
LifePath TD 2040 ITDD Asset Allocation 4.0% 4.5% 11.6% * * * * * * *
LifePath Target 2045 ITDE Asset Allocation 4.8% 4.7% 12.3% * * * * * * *
LifePath TD 2050 ITDF Asset Allocation 5.3% 4.9% 12.7% * * * * * * *
LifePath Target Date 2055 ITDG Asset Allocation 5.7% 5.1% 13.0% * * * * * * *
LifePath 2060 ITDH Asset Allocation 5.6% 5.1% 13.2% * * * * * * *
LifePath Tgt Date 2065 ITDI Asset Allocation 5.9% 5.1% 13.2% * * * * * * *
LifePath TD 2070 ITDJ Asset Allocation 5.7% 5.3%   * * * * * * *