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iShares Cloud 5G and Tech ETF (IDAT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US46435U1271

Issuer

iShares

Inception Date

Jun 8, 2021

Region

Global (Broad)

Leveraged

1x

Index Tracked

Morningstar Global Digital Infrastructure & Connectivity Index

Asset Class

Equity

Expense Ratio

IDAT has an expense ratio of 0.47%, placing it in the medium range.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


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Returns By Period

iShares Cloud 5G and Tech ETF (IDAT) returned -3.77% year-to-date (YTD) and 8.79% over the past 12 months.


IDAT

YTD

-3.77%

1M

14.63%

6M

-3.18%

1Y

8.79%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of IDAT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20253.09%-2.35%-8.40%0.71%3.63%-3.77%
20240.13%5.93%0.99%-4.66%5.79%5.47%-2.07%0.67%1.11%-0.09%4.28%1.11%19.66%
202311.11%-1.37%3.22%-8.35%7.46%4.58%4.97%-3.64%-4.73%-4.80%13.27%9.46%32.52%
2022-8.08%-3.94%0.19%-11.99%-1.75%-11.57%10.88%-4.16%-10.79%3.23%13.60%-6.42%-29.62%
20212.05%1.30%3.33%-4.51%6.51%4.79%4.65%19.15%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of IDAT is 48, indicating average performance compared to other ETFs on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of IDAT is 4848
Overall Rank
The Sharpe Ratio Rank of IDAT is 4242
Sharpe Ratio Rank
The Sortino Ratio Rank of IDAT is 4949
Sortino Ratio Rank
The Omega Ratio Rank of IDAT is 4949
Omega Ratio Rank
The Calmar Ratio Rank of IDAT is 5252
Calmar Ratio Rank
The Martin Ratio Rank of IDAT is 4848
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for iShares Cloud 5G and Tech ETF (IDAT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

iShares Cloud 5G and Tech ETF Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: 0.31
  • All Time: 0.26

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of iShares Cloud 5G and Tech ETF compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

iShares Cloud 5G and Tech ETF provided a 0.75% dividend yield over the last twelve months, with an annual payout of $0.23 per share. The fund has been increasing its distributions for 3 consecutive years.


0.50%0.60%0.70%0.80%$0.00$0.05$0.10$0.15$0.202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.23$0.23$0.19$0.18$0.14

Dividend yield

0.75%0.72%0.68%0.85%0.46%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Cloud 5G and Tech ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.00$0.00$0.00
2024$0.00$0.00$0.00$0.00$0.00$0.11$0.00$0.00$0.00$0.00$0.00$0.12$0.23
2023$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.14$0.19
2022$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.12$0.18
2021$0.14$0.14

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Cloud 5G and Tech ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the iShares Cloud 5G and Tech ETF was 38.40%, occurring on Oct 12, 2022. Recovery took 348 trading sessions.

The current iShares Cloud 5G and Tech ETF drawdown is 11.59%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-38.4%Dec 28, 2021200Oct 12, 2022348Mar 4, 2024548
-27.67%Jan 24, 202552Apr 8, 2025
-15.13%Jul 17, 202416Aug 7, 202465Nov 7, 202481
-10.93%Mar 8, 202430Apr 19, 202421May 20, 202451
-7.42%Sep 7, 202120Oct 4, 202118Oct 28, 202138

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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