iShares U.S. Digital Infrastructure and Real… (IDGT) Performance
IDGT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +27.4% since Dec 31, 2025
- 1 year
- +22.8% total return
- 5 years
- +9.8% a year
- 10 years
- +11.2% a year
- Since first price
- +4.6% a year since 2001
IDGT trailing returns vs SPY, QQQ, AGG
| Period | IDGT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −7.4% | −7.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −5.3% | −5.5% | +3.2% | +1.9% | −0.4% |
| 6 months | −6.8% | −7.0% | +7.8% | +8.4% | −1.5% |
| YTD | +27.4% | +26.8% | +12.3% | +15.1% | −1.0% |
| 1 year | +22.8% | +21.6% | +14.4% | +15.9% | −1.1% |
| 3 years | +98.7%+25.7%/yr | +91.9% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +59.7%+9.8%/yr | +53.1% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +189.7%+11.2%/yr | +170.3% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| 15 years | +343.5%+10.4%/yr | +293.6% | +696.0%+14.8%/yr | +1,299.3%+19.2%/yr | +32.2%+1.9%/yr |
| 20 years | +300.9%+7.2%/yr | +253.1% | +696.9%+10.9%/yr | +1,839.9%+16.0%/yr | +79.6%+3.0%/yr |
| Since inceptionJul 13, 2001 | +208.4%+4.6%/yr | +171.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: IDGT vs SPY
From Jul 13, 2001: IDGT grew to $30,840, SPY to $97,888.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
IDGT returns by calendar year
18 of 24 full years positive. Best 2003 (+103.2%), worst 2002 (−55.7%). 2026 is year to date.
IDGT annual returns table
| Year | IDGT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +27.4% | −20.0% | +12.3% | +15.1% | −1.0% |
| 2025 | +6.8% | −22.8% | +17.7% | +20.8% | +7.2% |
| 2024 | +26.7% | −13.3% | +24.9% | +25.6% | +1.3% |
| 2023 | −6.1% | −24.4% | +26.2% | +54.9% | +5.7% |
| 2022 | −17.9% | −32.6% | −18.2% | −32.6% | −13.0% |
| 2021 | +42.1% | −10.1% | +28.7% | +27.4% | −1.8% |
| 2020 | +8.8% | −33.3% | +18.3% | +48.6% | +7.5% |
| 2019 | +17.4% | −17.9% | +31.2% | +39.0% | +8.5% |
| 2018 | −2.0% | −21.5% | −4.6% | −0.1% | +0.1% |
| 2017 | +11.8% | −8.3% | +21.7% | +32.7% | +3.6% |
| 2016 | +18.7% | −16.9% | +12.0% | +7.1% | +2.4% |
| 2015 | +0.5% | −13.6% | +1.2% | +9.4% | +0.5% |
| 2014 | +15.6% | −13.4% | +13.5% | +19.2% | +6.0% |
| 2013 | +15.2% | −11.6% | +32.3% | +36.6% | −2.0% |
| 2012 | +5.4% | −26.8% | +16.0% | +18.1% | +3.8% |
| 2011 | −18.1% | −36.2% | +1.9% | +3.4% | +7.7% |
| 2010 | +24.3% | −20.9% | +15.1% | +19.9% | +6.4% |
| 2009 | +60.6% | −24.3% | +26.4% | +54.7% | +3.0% |
| 2008 | −50.3% | −57.6% | −36.8% | −41.7% | +7.9% |
| 2007 | +5.8% | −13.8% | +5.1% | +19.0% | +6.6% |
| 2006 | +3.8% | −31.3% | +15.8% | +7.1% | +3.9% |
| 2005 | +2.3% | −22.3% | +4.8% | +1.6% | +2.3% |
| 2004 | +9.7% | −34.6% | +10.7% | +10.5% | +3.8% |
| 2003 | +103.2% | −20.7% | +28.2% | +49.7% | — |
| 2002 | −55.7% | −74.4% | −21.6% | −37.4% | — |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
IDGT largest drawdowns
Now 18.5% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jul 13, 2001 | −78.0% | Oct 8, 2002 | Feb 19, 2015 | 1.2 years | 13.6 years |
| Apr 24, 2019 | −36.9% | Mar 23, 2020 | Dec 28, 2020 | 11 months | 1.7 years |
| Dec 29, 2021 | −35.8% | Oct 30, 2023 | Dec 4, 2024 | 1.8 years | 2.9 years |
| Jun 18, 2015 | −24.9% | Feb 9, 2016 | Sep 21, 2016 | 8 months | 1.3 years |
| Jan 23, 2025 | −22.8% | Apr 8, 2025 | Jul 23, 2025 | 2 months | 6 months |
| Aug 31, 2018 | −21.5% | Dec 24, 2018 | Feb 20, 2019 | 4 months | 6 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
IDGT risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2001 |
|---|---|---|---|---|
| Annualized return | +23.5% | +11.2% | +11.4% | +4.9% |
| Volatility (annualized) | 20.6% | 24.2% | 22.3% | 28.8% |
| Sharpe ratio | 0.92 | 0.41 | 0.49 | — |
| Sortino ratio | 1.78 | 0.67 | 0.80 | — |
| Best month | +22.2% | +22.2% | +22.2% | +40.3% |
| Worst month | −9.4% | −12.9% | −14.3% | −27.3% |
| Best 12 months | +64.9% | +64.9% | +64.9% | +149.1% |
| Worst 12 months | +4.1% | −25.0% | −25.0% | −66.1% |
| Positive months | 67% | 60% | 62% | 57% |
| Beta vs S&P 500 | 1.21 | 1.17 | 1.10 | — |
| Correlation with S&P 500 | 0.73 | 0.76 | 0.76 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
IDGT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 292 | −66.1% | +9.8% | +149.1% | 67% |
| 3-year (a year) | 268 | −23.8% | +7.7% | +48.7% | 82% |
| 5-year (a year) | 244 | −15.0% | +7.8% | +30.9% | 81% |
| 10-year (a year) | 184 | −2.6% | +7.4% | +14.9% | 98% |
Every holding period starting at a month-end since 2001. Returns for 3 years and longer are annualized.
IDGT performance overview
iShares U.S. Digital Infrastructure and Real… (IDGT) returned +22.8% over the past year and +11.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2001 it has returned +4.6% a year, turning $10,000 into about $30,840. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −78.0%, from Jul 13, 2001 to Oct 8, 2002, and it took 12.4 years to get back to the old high. IDGT finished 18 of its 24 full calendar years with a gain; the best year was 2003 (+103.2%) and the worst 2002 (−55.7%). Volatility has been 28.8% a year.
Related: IDGT chart, IDGT holdings, IDGT dividends, IDGT valuation. See the IDGT overview for the latest quote and fund facts.
IDGT performance FAQ
What is the IDGT return over the past year?
IDGT returned +22.8% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 21.6%.
What is the average annual return of IDGT?
IDGT has returned +9.8% a year over 5 years, +11.2% a year over 10 years, +4.6% a year since July 13, 2001 (total return, distributions reinvested).
How much would $10,000 invested in IDGT be worth?
$10,000 invested in IDGT at its first recorded close on July 13, 2001 would be worth about $30,840 on October 23, 2026 with distributions reinvested.
What was the worst year for IDGT?
The worst calendar year was 2002, with a total return of −55.7%. The best was 2003 at +103.2%.
What is the biggest drawdown of IDGT?
The largest peak-to-trough decline was −78.0% between July 13, 2001 and October 8, 2002. It recovered to the old high on February 19, 2015, 12.4 years after the bottom.
How volatile is IDGT?
Over the past 3 years IDGT had an annualized volatility of 20.6% and a Sharpe ratio of 0.92 (excess return over 1–3 month T-bills per unit of risk).