Last Update: 31 Aug 2021

Category: Stocks
ETF: iShares U.S. Infrastructure ETF (IFRA)

In 2020, the portfolio granted a 2.19% dividend yield. If you are interested in getting periodic income, please refer to the iShares U.S. Infrastructure ETF (IFRA): Dividend Yield page.

The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Blend
  • Region: North America
  • Country: U.S.
  • Sector: Utilities
  • Industry: Infrastructure

Capital Growth and Historical Returns

Capital growth, returns, stats are calculated assuming a reinvestment of dividends.

If you are interested in getting periodic income, please refer to the iShares U.S. Infrastructure ETF (IFRA): Dividend Yield page.

Capital Growth:
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Period Returns
Aug 2021
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+1.87%
0.00%
1 - 0
3M
+1.06%
-2.18%
Jun 2021 - Jun 2021
2 - 1
6M
+16.33%
-2.18%
Jun 2021 - Jun 2021
5 - 1
YTD
+22.30%
-2.18%
Jun 2021 - Jun 2021
6 - 2
1Y
+48.26%
15.13%
-2.20%
Sep 2020 - Sep 2020
9 - 3
MAX
01 Jan 2019
+21.13%
annualized
21.17%
-28.74%
Jan 2020 - Mar 2020
22 - 10

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns ( more details)

iShares U.S. Infrastructure ETF (IFRA) ETF: annualized rolling and average returns

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Return (*) Negative
Periods
Rolling Period Average Best Worst
1 Year
+16.70% +74.55%
Apr 2020 - Mar 2021
-21.25%
Apr 2019 - Mar 2020
42.86%
2 Years
+16.56% +22.32%
Jun 2019 - May 2021
+10.50%
Feb 2019 - Jan 2021
0.00%

* Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the iShares U.S. Infrastructure ETF (IFRA) ETF: Rolling Returns page.

Seasonality and Yearly/Monthly Returns

In the table below, for the iShares U.S. Infrastructure ETF (IFRA) ETF, the average monthly return is represented.

Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).

Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.

Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
2.47
33%
-0.10
67%
-2.84
33%
5.71
100%
-0.34
67%
2.56
67%
1.10
67%
0.70
67%
1.75
50%
2.42
100%
6.32
100%
4.46
100%
Best
Year
10.6
2019
6.1
2021
10.2
2021
11.0
2020
4.5
2020
8.6
2019
2.3
2020
3.4
2020
5.7
2019
4.7
2020
12.1
2020
5.6
2020
Worst
Year
-2.3
2020
-10.8
2020
-18.3
2020
2.9
2019
-6.7
2019
-2.2
2021
-0.5
2019
-3.2
2019
-2.2
2020
0.2
2019
0.5
2019
3.3
2019

For further information about the seasonality, check the Asset Class Seasonality page.

Investing in iShares U.S. Infrastructure ETF (IFRA) ETF: detail of monthly returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021
+22.30% -0.9 6.1 10.2 3.2 1.2 -2.2 1.4 1.9
2020
+7.35% -2.3 -10.8 -18.3 11.0 4.5 1.2 2.3 3.4 -2.2 4.7 12.1 5.6
2019
+27.00% 10.6 4.4 -0.5 2.9 -6.7 8.6 -0.5 -3.2 5.7 0.2 0.5 3.3
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