IDGT:NYE-iShares Trust - iShares U.S. Digital Infrastructure and Real Estate ETF (USD)

ETF | Others |

Last Closing

USD 82.22

Change

+0.59 (+0.72)%

Market Cap

USD 0.11B

Volume

3.50K

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The underlying index which measures the performance of stocks of U.S.-listed companies, as well as U.S.-listed ADRs of foreign companies from developed markets, involved in the ownership and management of data centers, telecommunication towers, and related equipment, as determined by S&P Dow Jones Indices LLC. The fund is non-diversified.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-12-24 )

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ETFs Containing IDGT

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 27.12% 88% B+ 84% B
Dividend Return 1.60% 34% F 27% F
Total Return 28.72% 88% B+ 83% B
Trailing 12 Months  
Capital Gain 26.78% 89% A- 84% B
Dividend Return 1.60% 35% F 27% F
Total Return 28.38% 89% A- 84% B
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain 0.38% 37% F 33% F
Dividend Return 0.39% 27% F 23% F
Total Return 0.01% 5% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 3.38% 88% B+ 96% N/A
Risk Adjusted Return 11.67% 29% F 28% F
Market Capitalization 0.11B 61% D- 29% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.