Performance analysis of IDGT (ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF)
Annual Return
Over the past 3 years, IDGT has had an average annual return of +25.80%, outperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, IDGT has had an average annual return of +13.69%, underperforming the benchmark SPY, which returned +14.05% annual.
Over the past 10 years, IDGT has had an average annual return of +14.57%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 13, 2001, IDGT has had an average annual return of +5.49%, underperforming the benchmark SPY, which returned +9.57% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +56.36% | +6.80% | +26.71% | -6.09% | -17.90% | +42.14% | +8.78% | +17.39% | -1.96% | +11.81% | +18.65% | +0.53% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 |
| +15.66% | +15.21% | +5.42% | -18.14% | +24.30% | +60.56% | -50.31% | +5.79% | +3.76% | +2.35% | +9.72% | +103.15% |
| 2002 | 2001 | ||||||||||
| -55.73% | -22.65% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.04% | +11.13% | +0.65% | +22.17% | +7.86% | +2.95% | +56.36% | ||||||
| 2025 | +0.69% | -3.33% | -5.58% | +2.51% | +4.40% | +5.30% | +1.81% | -2.02% | +5.01% | +4.47% | -3.17% | -2.67% | +6.80% |
| 2024 | +4.06% | +5.21% | +2.13% | -7.63% | +4.32% | +1.86% | +5.14% | +1.26% | +5.77% | -1.10% | +5.09% | -1.37% | +26.71% |
| 2023 | +1.54% | -2.77% | +4.80% | -10.00% | +5.32% | +4.13% | -4.57% | +0.33% | -8.28% | -9.38% | +5.58% | +9.45% | -6.09% |
| 2022 | -12.74% | -1.29% | +1.83% | -12.95% | -1.69% | -7.03% | +18.49% | +1.11% | -8.43% | +16.24% | -0.05% | -7.70% | -17.90% |
| 2021 | +8.55% | +1.07% | +2.93% | -0.71% | +5.22% | +3.73% | +0.21% | -0.13% | -5.16% | +3.58% | +4.77% | +12.77% | +42.14% |
| 2020 | -3.71% | -8.80% | -10.55% | +14.85% | +2.01% | -2.16% | +8.52% | -3.05% | -10.32% | +1.80% | +15.95% | +8.47% | +8.78% |
| 2019 | +8.07% | +11.94% | -1.14% | +4.99% | -14.34% | +7.01% | +4.27% | -9.52% | +3.98% | +0.39% | +2.38% | +1.14% | +17.39% |
| 2018 | +3.84% | +2.30% | +0.17% | +0.48% | -1.05% | +2.43% | -1.20% | +8.98% | -2.10% | -8.86% | +2.01% | -7.70% | -1.96% |
| 2017 | +1.33% | +4.35% | -1.22% | -1.12% | +0.53% | +1.49% | +1.16% | -1.83% | +1.52% | +0.65% | +5.19% | -0.59% | +11.81% |
Drawdown analysis of IDGT (ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF)
The maximum drawdown for the IDGT was -77.95%, occurring on Oct 8, 2002. Recovery took 3112 trading sessions.
Since Jul 13, 2001 IDGT has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 3 times
- 20% or more: 6 times
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -77.95% | Jul 13, 2001 | 308 | Oct 8, 2002 | 3112 | Feb 19, 2015 | 3420 |
| -36.88% | Apr 24, 2019 | 230 | Mar 23, 2020 | 194 | Dec 28, 2020 | 424 |
| -35.83% | Dec 29, 2021 | 461 | Oct 30, 2023 | 276 | Dec 4, 2024 | 737 |
| -24.87% | Jun 18, 2015 | 162 | Feb 9, 2016 | 156 | Sep 21, 2016 | 318 |
| -22.76% | Jan 23, 2025 | 52 | Apr 8, 2025 | 72 | Jul 23, 2025 | 124 |
| -21.49% | Aug 31, 2018 | 78 | Dec 24, 2018 | 38 | Feb 20, 2019 | 116 |
| -10.13% | Feb 12, 2021 | 13 | Mar 4, 2021 | 62 | Jun 2, 2021 | 75 |
| -8.44% | Oct 31, 2025 | 14 | Nov 20, 2025 | 53 | Feb 9, 2026 | 67 |
| -8.31% | Feb 21, 2017 | 37 | Apr 13, 2017 | 70 | Jul 25, 2017 | 107 |
| -8.00% | Mar 12, 2018 | 12 | Mar 28, 2018 | 73 | Jul 12, 2018 | 85 |
| -7.46% | Dec 6, 2024 | 23 | Jan 13, 2025 | 7 | Jan 23, 2025 | 30 |
| -7.30% | Jul 25, 2017 | 19 | Aug 21, 2017 | 65 | Nov 21, 2017 | 84 |
| -6.97% | Jun 11, 2021 | 70 | Sep 21, 2021 | 30 | Nov 2, 2021 | 100 |
| -6.80% | Nov 3, 2021 | 19 | Dec 1, 2021 | 7 | Dec 10, 2021 | 26 |
| -6.34% | Mar 19, 2026 | 7 | Mar 30, 2026 | 3 | Apr 2, 2026 | 10 |
| -6.13% | May 6, 2026 | 9 | May 19, 2026 | 3 | May 22, 2026 | 12 |
| -6.12% | Jul 12, 2018 | 12 | Jul 30, 2018 | 19 | Aug 24, 2018 | 31 |
| -5.46% | Mar 2, 2015 | 18 | Mar 26, 2015 | 22 | Apr 28, 2015 | 40 |
| -5.12% | Oct 10, 2016 | 5 | Oct 17, 2016 | 16 | Nov 8, 2016 | 21 |
| -5.00% | Jul 28, 2025 | 26 | Sep 3, 2025 | 5 | Sep 10, 2025 | 31 |
| -4.71% | Feb 27, 2019 | 7 | Mar 8, 2019 | 16 | Apr 1, 2019 | 23 |
| -4.54% | Feb 1, 2018 | 2 | Feb 5, 2018 | 7 | Feb 14, 2018 | 9 |
| -3.75% | Jan 27, 2021 | 2 | Jan 29, 2021 | 5 | Feb 5, 2021 | 7 |
| -3.46% | Nov 15, 2016 | 12 | Dec 2, 2016 | 4 | Dec 8, 2016 | 16 |
| -3.40% | Nov 28, 2017 | 6 | Dec 6, 2017 | 9 | Dec 19, 2017 | 15 |