IBDV Historical Sortino (Since Inception) Analysis

iShares iBonds Dec 2030 Term Corporate ETF (IBDV)

22.02 -0.03 (-0.14%) USD | NYSEARCA | Dec 09, 15:58

Historical Sortino (Since Inception) Chart

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Sep '18

Jan '19

May '19

285.00

270.00

255.00

240.00

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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Minimum

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Average

Median

Historical Sortino (Since Inception) Benchmarks

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iShares iBonds Dec 2025 Term Corporate ETF	Upgrade
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iShares iBonds Dec 2028 Term Corporate ETF	Upgrade
iShares iBonds Dec 2029 Term Corporate ETF	Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception)	Upgrade
Beta (Since Inception)	Upgrade
Alpha (vs YCharts Benchmark) (Since Inception)	Upgrade
Beta (vs YCharts Benchmark) (Since Inception)	Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception)	Upgrade
Historical Sharpe Ratio (Since Inception)	Upgrade
Max Drawdown (Since Inception)	Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception)	Upgrade