IBMR vs UNG
Comparison between ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF (IBMR, ETF) and United States Natural Gas Fund (UNG, ETF).
IBMR vs UNG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
IBMR
$467M
Winner
UNG
$468M
Expense Ratio
Winner
IBMR
0.18%
UNG
1.17%
Max Drawdown
Winner
IBMR
5.58%
UNG
99.88%
Sharpe Ratio
IBMR
-1.25
Winner
UNG
-0.00
5Y Beta
IBMR
0.02
Winner
UNG
-0.09
IBMR vs UNG - Historical Returns
Returns include dividend reinvestment.
1M
IBMR
+0.53%
Winner
UNG
+3.17%
3M
Winner
IBMR
+0.51%
UNG
-6.71%
6M
Winner
IBMR
-0.37%
UNG
-9.46%
1Y
Winner
IBMR
+1.72%
UNG
-14.44%
5Y(CAGR)
IBMR
N/A
UNG
-29.84%
10Y(CAGR)
IBMR
N/A
UNG
-22.64%
Max(CAGR)
Winner
IBMR
+2.70%
UNG
-28.28%
IBMR vs UNG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | IBMR | UNG |
|---|---|---|
| 2026 | +0.83% | -13.52% |
| 2025 | +4.28% | -27.92% |
| 2024 | +0.26% | -19.03% |
| 2023 | +3.46% | -60.33% |
| 2022 | N/A | +10.42% |
| 2021 | N/A | +32.17% |
| 2020 | N/A | -44.14% |
| 2019 | N/A | -31.16% |
| 2018 | N/A | +2.79% |
| 2017 | N/A | -30.10% |
| 2016 | N/A | +9.50% |
| 2015 | N/A | -42.05% |
| 2014 | N/A | -29.43% |
| 2013 | N/A | +13.43% |
| 2012 | N/A | -26.97% |
| 2011 | N/A | -48.81% |
| 2010 | N/A | -43.69% |
| 2009 | N/A | -59.37% |
| 2008 | N/A | -39.42% |
| 2007 | N/A | -28.60% |
IBMR vs UNG Drawdown Comparison
The maximum drawdown for IBMR was -4.83%, occurring on Oct 6, 2023. Recovery took 139 trading sessions.
The maximum drawdown for UNG was -99.88%, occurring on Aug 6, 2026. This drawdown has not yet recovered.
The current IBMR drawdown is -0.42%. The current UNG drawdown is -99.87%.
| Rank | IBMR | UNG |
|---|---|---|
| #1 | -4.83% May 11, 2023 - Nov 29, 2023 | -99.88% Jul 1, 2008 - Aug 6, 2026 |
| #2 | -3.25% Dec 27, 2023 - Aug 6, 2024 | -36.72% May 17, 2007 - Apr 28, 2008 |
| #3 | -2.44% Feb 26, 2025 - Jun 26, 2025 | -6.30% Apr 28, 2008 - May 7, 2008 |
| #4 | -2.11% Oct 2, 2024 - Feb 26, 2025 | -5.82% May 9, 2008 - May 21, 2008 |
| #5 | -1.55% Feb 24, 2026 - Mar 24, 2026 | -4.77% May 28, 2008 - Jun 3, 2008 |
| #6 | -0.88% Sep 17, 2025 - Dec 24, 2025 | -4.29% Jun 18, 2008 - Jun 30, 2008 |
| #7 | -0.57% Aug 6, 2024 - Aug 21, 2024 | -3.46% May 3, 2007 - May 14, 2007 |
| #8 | -0.43% Jul 23, 2025 - Jul 28, 2025 | -2.42% Apr 18, 2007 - Apr 23, 2007 |
| #9 | -0.35% Aug 23, 2024 - Sep 6, 2024 | -2.23% Apr 25, 2007 - Apr 27, 2007 |
| #10 | -0.23% Jan 9, 2026 - Jan 15, 2026 | -1.91% Jun 6, 2008 - Jun 12, 2008 |
| #11 | -0.20% Aug 7, 2025 - Aug 11, 2025 | -1.61% Apr 27, 2007 - May 3, 2007 |
| #12 | -0.18% Dec 24, 2025 - Jan 6, 2026 | -1.30% Jun 12, 2008 - Jun 16, 2008 |
| #13 | -0.18% Aug 19, 2025 - Aug 26, 2025 | -1.17% May 14, 2007 - May 17, 2007 |
| #14 | -0.16% Sep 6, 2024 - Sep 10, 2024 | -1.15% May 23, 2008 - May 28, 2008 |
| #15 | -0.16% Sep 10, 2024 - Sep 16, 2024 | -0.61% May 21, 2008 - May 23, 2008 |
Correlation
Correlation between IBMR and UNG is -0.84 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
-0.84
-101
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