Data Source: from January 2019 to July 2022
Consolidated Returns as of 31 Jul 2022
Category: Stocks
ETF: iShares U.S. Infrastructure ETF (IFRA)

In the last 3 Years, the iShares U.S. Infrastructure ETF (IFRA) ETF obtained a 13.41% compound annual return, with a 21.79% standard deviation.

In 2021, the ETF granted a 2.09% dividend yield. If you are interested in getting periodic income, please refer to the iShares U.S. Infrastructure ETF (IFRA) ETF: 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

Historical Returns as of Jul 31, 2022

Historical returns and stats of iShares U.S. Infrastructure ETF (IFRA) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.

ISHARES U.S. INFRASTRUCTURE ETF (IFRA) ETF
Consolidated returns as of 31 Jul 2022
Data Source: from January 2019 to July 2022
Swipe left to see all data
Period Return (%)
as of Jul 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Jul 2022
9.69
9.71
0.00
1 - 0
3M
2.14
-0.33
-10.10
Jun 2022 - Jun 2022
2 - 1
6M
3.93
-1.38
-12.38
Apr 2022 - Jun 2022
4 - 2
YTD
-1.70
-7.49
-12.38
Apr 2022 - Jun 2022
4 - 3
1Y
6.29
-2.06
20.97
-12.38
Apr 2022 - Jun 2022
7 - 5
58% pos
3Y(*)
13.41
8.10
21.79
-28.74
Jan 2020 - Mar 2020
24 - 12
67% pos
MAX(*)
01 Jan 2019
16.71
11.46
21.43
-28.74
Jan 2020 - Mar 2020
28 - 15
65% pos
(*) Returns over 1 year are annualized

US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52%

Correlations as of Jul 31, 2022

Monthly correlations of iShares U.S. Infrastructure ETF (IFRA) ETF vs the main Asset Classes, over different timeframes.

Columns are sortable (click on table header to sort).

ISHARES U.S. INFRASTRUCTURE ETF (IFRA) ETF
Monthly correlations as of 31 Jul 2022
Swipe left to see all data
Correlation vs IFRA
 
Asset Class 1 Year Since
Jan 2019
US Total Stock Market
VTI
0.93
0.90
US Large Cap
SPY
0.93
0.89
US Small Cap
IJR
0.94
0.92
US REITs
VNQ
0.86
0.81
US Technology
QQQ
0.84
0.72
Preferred Stocks
PFF
0.87
0.81
EAFE Stocks
EFA
0.92
0.88
World All Countries
VT
0.94
0.90
Emerging Markets
EEM
0.62
0.70
Europe
VGK
0.89
0.86
Pacific
VPL
0.89
0.86
Latin America
FLLA
0.65
0.75
US Total Bond Market
BND
0.60
0.20
Long Term Treasuries
TLT
0.41
-0.31
US Cash
BIL
-0.13
-0.32
TIPS
TIP
0.73
0.35
Investment Grade Bonds
LQD
0.72
0.48
High Yield Bonds
HYG
0.83
0.80
International Bond Market
BNDX
0.52
0.31
Emerging Market Bonds
EMB
0.81
0.69
Gold
GLD
0.41
0.14
Commodities
DBC
0.25
0.57

Capital Growth as of Jul 31, 2022

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) ETF: Dividend Yield page.

An investment of 1000$, since August 2019, now would be worth 1458.62$, with a total return of 45.86% (13.41% annualized).

The Inflation Adjusted Capital now would be 1263.15$, with a net total return of 26.31% (8.10% annualized).
An investment of 1000$, since January 2019, now would be worth 1739.74$, with a total return of 73.97% (16.71% annualized).

The Inflation Adjusted Capital now would be 1475.25$, with a net total return of 47.52% (11.46% annualized).

Drawdowns

Worst drawdowns since August 2019.

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Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-28.74% Jan 2020 Mar 2020 3 Nov 2020 8 11
-12.38% Apr 2022 Jun 2022 3 in progress 1 4
-5.94% Sep 2021 Sep 2021 1 Dec 2021 3 4
-5.41% Jan 2022 Jan 2022 1 Mar 2022 2 3
-3.15% Aug 2019 Aug 2019 1 Sep 2019 1 2
-2.18% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.93% Jan 2021 Jan 2021 1 Feb 2021 1 2

Worst drawdowns since January 2019.

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-28.74% Jan 2020 Mar 2020 3 Nov 2020 8 11
-12.38% Apr 2022 Jun 2022 3 in progress 1 4
-6.71% May 2019 May 2019 1 Jun 2019 1 2
-5.94% Sep 2021 Sep 2021 1 Dec 2021 3 4
-5.41% Jan 2022 Jan 2022 1 Mar 2022 2 3
-3.58% Jul 2019 Aug 2019 2 Sep 2019 1 3
-2.18% Jun 2021 Jun 2021 1 Aug 2021 2 3
-0.93% Jan 2021 Jan 2021 1 Feb 2021 1 2
-0.45% Mar 2019 Mar 2019 1 Apr 2019 1 2

Rolling Returns ( more details)

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

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Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
17.79 74.55
Apr 2020 - Mar 2021
-21.25
Apr 2019 - Mar 2020
31.25%
2 Years
20.16 41.43
Apr 2020 - Mar 2022
10.50
Feb 2019 - Jan 2021
0.00%
3 Years
14.93 20.96
Jan 2019 - Dec 2021
9.80
Jul 2019 - Jun 2022
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

iShares U.S. Infrastructure ETF (IFRA) ETF: in which months is it better to invest?

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

For further information about the seasonality, check the Asset Class Seasonality page.
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 %
0.50
25%
0.62
75%
-0.83
50%
2.81
75%
0.64
75%
-0.60
50%
3.24
75%
0.70
67%
-0.81
33%
3.65
100%
3.78
67%
5.56
100%
Best
Year
10.6
2019
6.1
2021
10.2
2021
11.0
2020
4.5
2020
8.6
2019
9.7
2022
3.4
2020
5.7
2019
6.1
2021
12.1
2020
7.7
2021
Worst
Year
-5.4
2022
-10.8
2020
-18.3
2020
-5.9
2022
-6.7
2019
-10.1
2022
-0.4
2019
-3.2
2019
-5.9
2021
0.2
2019
-1.3
2021
3.3
2019
Statistics calculated for the period Jan 2019 - Jul 2022

Monthly/Yearly Returns

iShares U.S. Infrastructure ETF (IFRA) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
28 Positive Months (65%) - 15 Negative Months (35%)
Jan 2019 - Jul 2022
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Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-1.70 -7.49 -5.4 2.8 5.2 -5.9 3.6 -10.1 9.7
2021
+29.81 +21.28 -0.9 6.1 10.2 3.2 1.2 -2.2 1.4 1.9 -5.9 6.1 -1.3 7.7
2020
+7.35 +5.91 -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 +24.16 10.6 4.4 -0.5 2.9 -6.7 8.6 -0.4 -3.2 5.7 0.2 0.5 3.3
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