Last Update: 31 Dec 2020

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
Dec 2020
Standard
Deviation *
Max
Drawdown
Months
Pos - Neg
1M
+5.60%
0.00%
1 - 0
3M
+23.94%
0.00%
3 - 0
6M
+28.23%
-2.20%
Sep 2020 - Sep 2020
5 - 1
YTD
+7.35%
28.47%
-28.74%
Jan 2020 - Mar 2020
8 - 4
1Y
+7.35%
28.47%
-28.74%
Jan 2020 - Mar 2020
8 - 4
MAX
01 Jan 2019
+16.76%
annualized
23.22%
-28.74%
Jan 2020 - Mar 2020
16 - 8

* Annualized St.Dev. of monthly returns

Drawdowns

Drawdonws Chart:

Rolling Returns

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
-2.46% +27.00%
Jan 2019 - Dec 2019
-21.25%
Apr 2019 - Mar 2020
69.23%
2 Years
+16.76% +16.76%
Jan 2019 - Dec 2020
+16.76%
Jan 2019 - Dec 2020
0.00%

* Annualized rolling and average returns over full calendar month periods

Seasonality and Yearly/Monthly Returns

iShares U.S. Infrastructure ETF (IFRA) ETF Seasonality

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Months
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average 4.2 -3.2 -9.4 7.0 -1.1 4.9 0.9 0.1 1.8 2.4 6.3 4.5
Best 10.6
2019
4.4
2019
-0.5
2019
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 -2.3
2020
-10.8
2020
-18.3
2020
2.9
2019
-6.7
2019
1.2
2020
-0.5
2019
-3.2
2019
-2.2
2020
0.2
2019
0.5
2019
3.3
2019
Gain
Frequency
50 50 0 100 50 100 50 50 50 100 100 100

Detail of Monthly Returns

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Months
Year Return Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
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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