iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT)

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The chart shows the growth of an initial investment of $10,000 in iShares U.S. Digital Infrastructure and Real Estate ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) has returned 15.26% so far this year and 33.94% over the past 12 months. Over the last ten years, IDGT has returned 11.15% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.

Based on dividend-adjusted daily data since Jul 13, 2001, IDGT's average daily return is +0.03%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2002 with a return of +40.3%, while the worst month was Sep 2002 at -27.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, IDGT closed higher 52% of trading days. The best single day was May 7, 2010 with a return of +36.7%, while the worst single day was May 6, 2010 at -32.4%.

iShares U.S. Digital Infrastructure and Real Estate ETF has an annualized alpha of -1.16%, beta of 1.13, and R² of 0.53 versus S&P 500 Index. Calculated based on daily prices since July 16, 2001.

• This ETF participated in 139.41% of S&P 500 Index downside but only 136.93% of its upside — more exposed to losses than it benefited from rallies.
• With beta of 1.13 and R² of 0.53, this ETF moves broadly in line with S&P 500 Index — much of its variation is explained by market exposure rather than independent behavior.

IDGT has an expense ratio of 0.41%, placing it in the medium range.

IDGT ranks 82 for risk / return — in the top 82% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for iShares U.S. Digital Infrastructure and Real Estate ETF (IDGT) and compare them to a chosen benchmark (S&P 500 Index).

iShares U.S. Digital Infrastructure and Real Estate ETF provided a 0.97% dividend yield over the last twelve months, with an annual payout of $0.94 per share.

The table displays the monthly dividend distributions for iShares U.S. Digital Infrastructure and Real Estate ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the iShares U.S. Digital Infrastructure and Real Estate 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 U.S. Digital Infrastructure and Real Estate ETF was 77.95%, occurring on Oct 8, 2002. Recovery took 3112 trading sessions.

The current iShares U.S. Digital Infrastructure and Real Estate ETF drawdown is 2.55%.

The chart below shows the rolling one-month volatility.