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Drawdown history

IEF observed max drawdown: 23.1%

iShares 7-10 Year Treasury Bond ETF. From its 2020-07-31 peak, IEF fell 23.1% to the 2023-10-31 trough and has not yet made a new high. Computed from 290 months of observed fund history. Fund inception boundary (first available fund observation): 2002-07-26; the monthly analysis runs from 2002-07-31 through 2026-08-31.

Before 2002-07-26, the extended history is simulated. Observed fund drawdowns come first; simulation assumptions and results are separated below.

What is IEF's observed maximum drawdown?

IEF's observed maximum drawdown was 23.1%, from a peak in 2020-07-31 to a trough in 2023-10-31, based on monthly closes from fund prices first observed on 2002-07-26. The sample contains 290 monthly observations through 2026-08-31. Monthly closes can miss deeper daily losses.

IEF: observed fund prices, monthly closes
MeasureValue
Maximum drawdown-23.1%
Peak2020-07-31
Trough2023-10-31
RecoveredNot yet recovered
Monthly observations290

Last verified

What is IEF's observed maximum drawdown?

IEF's observed maximum drawdown was 23.1%, from a peak in 2020-07-31 to a trough in 2023-10-31, based on monthly closes from fund prices first observed on 2002-07-26.

How long did IEF take to recover from its worst drawdown?

IEF has not yet recovered from its worst observed drawdown, which began at the 2020-07-31 peak.

What was IEF's worst 12-month return?

IEF's worst observed rolling 12-month return was -16.4%, in the 12 months ending 2022-10-31.

IEF observed fund drawdown statistics

Maximum drawdown
-23.1%

2020-07-31 peak to 2023-10-31 trough.

Recovery time
Not yet

Still below the prior peak.

Time underwater
80.0%

Share of all months spent below a prior high.

Worst 12 months
-16.4%

Rolling year ending 2022-10-31.

The biggest IEF drawdowns in observed fund history

DepthPeakTroughRecoveredPeak to troughTotal underwater
-23.1%2020-07-312023-10-31not yet39 mo6.1 years
-7.6%2013-04-302013-12-312014-11-308 mo19 months
-7.2%2016-07-312018-04-302019-05-3121 mo2.8 years
-6.7%2008-12-312009-06-302010-06-306 mo18 months
-6.1%2003-05-312003-07-312004-03-312 mo10 months

Methodology: observed IEF fund prices only, first available from 2002-07-26. Monthly closing-price statistics cover 2002-07-31 through 2026-08-31; no proxy or pre-inception simulation is included in this table. Educational information, not investment advice.

Hypothetical, not observed

Before 2002-07-26: simulated from the underlying index with assumptions

This separate series combines observed prices with a modeled pre-inception extension from 1970-01-31 through 2026-09-30. The 2026-09-30 endpoint is the legacy current partial-month bucket/month-end label, not evidence that IEF was observed through that future date. It is not observed IEF performance. The API's observed boundary is 2002-07-26; observed monthly statistics run from 2002-07-31 through 2026-08-31.

  • Rebalancing convention: monthly rebalance at month-end close; drawdown statistics use monthly closing prices.
  • Proxy source for IEF: VFITX (proxy_etf), from 1991-10-28 to 2002-07-25.
  • Proxy source for IEF: DGS10 (fred), from 1962-01-02 to 1991-10-25.
  • Proxy source for IEF: us_10yr (static_monthly), from 1920-01-31 to 1961-12-29.
  • Proxy source for SPY: VFINX (proxy_etf), from 1976-08-31 to 1993-01-28.
  • Proxy source for SPY: spy_tr (static_monthly), from 1900-01-31 to 1976-08-30.

Modeled extended statistics

Maximum drawdown
-25.9%

1979-06-30 peak to 1981-09-30 trough.

Recovery time
3.2 years

New high reached 1982-08-31.

Time underwater
70.3%

Share of all months spent below a prior high.

Worst 12 months
-16.9%

Rolling year ending 1981-07-31.

For context, SPY (the S&P 500 baseline) had a maximum drawdown of 50.8% over the same kind of monthly-close analysis.

Modeled extended drawdowns

DepthPeakTroughRecoveredPeak to troughTotal underwater
-25.9%1979-06-301981-09-301982-08-3127 mo3.2 years
-23.1%2020-07-312023-10-31not yet39 mo6.2 years
-14.0%1983-04-301984-05-311984-10-3113 mo18 months
-12.7%1987-02-281987-09-301988-02-297 mo12 months
-7.6%2013-04-302013-12-312014-11-308 mo19 months

Monthly closing prices, peak-to-trough on total return where available. The pre-inception segment is a reconstruction, not a live fund record, and actual tracking, financing, taxes, spreads, and volatility drag can differ.

Drawdowns are the reason tactical strategies exist

Buy-and-hold IEF means living through every number on this page. BestFolio tracks published TAA strategies whose whole job is cutting these drawdowns, with out-of-sample track records.

IEF Observed Max Drawdown: 23.1% (2020 to 2023), Fund History Since 2002 | BestFolio