iShares Global Infrastructure ETF (IGF): Historical Returns

Data Source: from January 2008 to January 2024 (~16 years)
Consolidated Returns as of 31 January 2024
Category: Stocks
iShares Global Infrastructure ETF (IGF) ETF
ETF • LIVE PERFORMANCE (USD currency)
3.57%
January 2024

In the last 10 Years, the iShares Global Infrastructure ETF (IGF) ETF obtained a 4.71% compound annual return, with a 15.16% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Large Cap
  • Style: Blend
  • Region: Developed Markets
  • Country: Broad Developed Markets
  • Sector: Utilities
  • Industry: Infrastructure

Investment Returns as of Jan 31, 2024

The iShares Global Infrastructure ETF (IGF) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Consolidated returns as of 31 January 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Jan 31, 2024
  1 Day Time ET(*) Feb 2024 1M 6M 1Y 5Y 10Y MAX
(~16Y)
iShares Global Infrastructure ETF (IGF) ETF n.a. n.a. -3.57 -3.24 -2.76 4.12 4.71 2.61
US Inflation Adjusted return -3.86 -4.82 -5.69 -0.04 1.87 0.21
Returns over 1 year are annualized | Available data source: since Jan 2008
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16% , 10Y: 2.79%

In 2023, the iShares Global Infrastructure ETF (IGF) ETF granted a 3.48% dividend yield. If you are interested in getting periodic income, please refer to the iShares Global Infrastructure ETF (IGF) ETF: Dividend Yield page.

Capital Growth as of Jan 31, 2024

An investment of 1$, since February 2014, now would be worth 1.58$, with a total return of 58.39% (4.71% annualized).

The Inflation Adjusted Capital now would be 1.20$, with a net total return of 20.34% (1.87% annualized).
An investment of 1$, since January 2008, now would be worth 1.51$, with a total return of 51.45% (2.61% annualized).

The Inflation Adjusted Capital now would be 1.03$, with a net total return of 3.41% (0.21% annualized).

Investment Metrics as of Jan 31, 2024

Metrics of iShares Global Infrastructure ETF (IGF) ETF, updated as of 31 January 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Advanced Metrics
Data Source: 1 January 2008 - 31 January 2024 (~16 years)
Swipe left to see all data
Metrics as of Jan 31, 2024
1M 3M 6M 1Y 3Y 5Y 10Y MAX
(~16Y)
Investment Return (%) -3.57 9.80 -3.24 -2.76 4.98 4.12 4.71 2.61
Infl. Adjusted Return (%) details -3.86 9.04 -4.82 -5.69 -0.65 -0.04 1.87 0.21
US Inflation (%) 0.31 0.70 1.66 3.11 5.66 4.16 2.79 2.40
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Deepest Drawdown Depth (%) -12.72 -17.00 -29.59 -29.59 -53.21
Start to Recovery (# months) details 9* 20* 21 21 74
Start (yyyy mm) 2023 05 2022 06 2020 02 2020 02 2008 01
Start to Bottom (# months) 6 4 2 2 14
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2020 03 2009 02
Bottom to End (# months) 3 16 19 19 60
End (yyyy mm) - - 2021 10 2021 10 2014 02
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest
-15.35
same as
deepest
Start to Recovery (# months) details 23
Start (yyyy mm) 2023 05 2022 06 2020 02 2015 05 2008 01
Start to Bottom (# months) 6 4 2 9 14
Bottom (yyyy mm) 2023 10 2022 09 2020 03 2016 01 2009 02
Bottom to End (# months) 3 16 19 14 60
End (yyyy mm) - - 2021 10 2017 03 2014 02
Longest negative period (# months) details 12* 31 48 72 98
Period Start (yyyy mm) 2023 02 2021 04 2019 11 2014 04 2008 01
Period End (yyyy mm) 2024 01 2023 10 2023 10 2020 03 2016 02
Annualized Return (%) -2.76 -0.13 -0.20 -0.21 -0.62
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -14.00 -19.43 -29.38 -29.38 -53.49
Start to Recovery (# months) details 9* 22* 48* 48* 88
Start (yyyy mm) 2023 05 2022 04 2020 02 2020 02 2008 01
Start to Bottom (# months) 6 19 2 2 14
Bottom (yyyy mm) 2023 10 2023 10 2020 03 2020 03 2009 02
Bottom to End (# months) 3 3 46 46 74
End (yyyy mm) - - - - 2015 04
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 05 2022 04 2020 02 2020 02 2008 01
Start to Bottom (# months) 6 19 2 2 14
Bottom (yyyy mm) 2023 10 2023 10 2020 03 2020 03 2009 02
Bottom to End (# months) 3 3 46 46 74
End (yyyy mm) - - - - 2015 04
Longest negative period (# months) details 12* 36* 60* 113 190
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2014 06 2008 01
Period End (yyyy mm) 2024 01 2024 01 2024 01 2023 10 2023 10
Annualized Return (%) -5.69 -0.65 -0.04 -0.17 -0.33
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y 10Y MAX
Standard Deviation (%) 15.45 16.07 18.61 15.16 17.24
Sharpe Ratio -0.51 0.17 0.13 0.24 -0.08
Sortino Ratio -0.77 0.23 0.16 0.30 -0.10
Ulcer Index 5.50 5.99 9.47 7.94 16.78
Ratio: Return / Standard Deviation -0.18 0.31 0.22 0.31 0.15
Ratio: Return / Deepest Drawdown -0.22 0.29 0.14 0.16 0.05
% Positive Months details 50% 58% 60% 60% 57%
Positive Months 6 21 36 72 111
Negative Months 6 15 24 48 82
LONG TERM RETURNS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Best 10 Years Return (%) - Annualized 4.71 10.51
Worst 10 Years Return (%) - Annualized 2.37
Best 10 Years Return (%) - Annualized 1.87 8.60
Worst 10 Years Return (%) - Annualized 0.78
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y 10Y MAX
Over the latest 10Y
Best Rolling Return (%) - Annualized 35.26 14.58 7.18 4.71
Worst Rolling Return (%) - Annualized -21.21 -3.84 -0.92
% Positive Periods 61% 89% 96% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 83.04 29.56 19.29 11.79
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 1.99
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 31.80 8.77 5.12 1.87
Worst Rolling Return (%) - Annualized -22.39 -5.64 -2.69
% Positive Periods 53% 75% 81% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 83.04 29.56 19.29 11.79
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 1.99
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Jan 2008 - Jan 2024)
Best Rolling Return (%) - Annualized 49.33 20.16 16.41 10.51
Worst Rolling Return (%) - Annualized -48.46 -8.27 -3.07 2.37
% Positive Periods 66% 87% 93% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 67.23 22.61 14.08 7.99
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 0.60
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 46.19 17.36 14.06 8.60
Worst Rolling Return (%) - Annualized -48.47 -9.54 -4.78 0.78
% Positive Periods 60% 80% 85% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 67.23 22.61 14.08 7.99
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - - 0.60
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Correlations as of Jan 31, 2024

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.

Monthly correlations of iShares Global Infrastructure ETF (IGF) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Monthly correlations as of 31 January 2024
Swipe left to see all data
Correlation vs IGF
Asset Class 1 Year 5 Years 10 Years Since
Jan 2008
VTI
US Total Stock Market
0.88
0.84
0.79
0.82
SPY
US Large Cap
0.88
0.84
0.78
0.82
IJR
US Small Cap
0.70
0.82
0.71
0.74
VNQ
US REITs
0.90
0.85
0.77
0.76
QQQ
US Technology
0.66
0.66
0.62
0.69
PFF
Preferred Stocks
0.68
0.77
0.74
0.66
EFA
EAFE Stocks
0.98
0.89
0.85
0.91
VT
World All Countries
0.93
0.89
0.85
0.89
EEM
Emerging Markets
0.88
0.75
0.75
0.82
VGK
Europe
0.98
0.89
0.85
0.90
VPL
Pacific
0.90
0.84
0.80
0.86
FLLA
Latin America
0.88
0.80
0.72
0.77
BND
US Total Bond Market
0.85
0.50
0.48
0.39
TLT
Long Term Treasuries
0.86
0.15
0.17
0.03
BIL
US Cash
0.21
-0.13
-0.10
-0.12
TIP
TIPS
0.82
0.55
0.55
0.50
LQD
Invest. Grade Bonds
0.89
0.67
0.65
0.58
HYG
High Yield Bonds
0.90
0.81
0.80
0.78
CWB
US Convertible Bonds
0.75
0.73
0.71
0.76
BNDX
International Bonds
0.77
0.49
0.46
0.42
EMB
Emerg. Market Bonds
0.94
0.82
0.79
0.73
GLD
Gold
0.43
0.30
0.29
0.23
DBC
Commodities
0.15
0.62
0.53
0.58

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2008 - 31 January 2024 (~16 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-29.59% Feb 2020 Mar 2020 2 Oct 2021 19 21 13.72
-17.00% Jun 2022 Sep 2022 4 in progress 16 20 7.80
-15.35% May 2015 Jan 2016 9 Mar 2017 14 23 7.97
-11.02% Feb 2018 Dec 2018 11 Mar 2019 3 14 6.02
-5.07% Nov 2021 Nov 2021 1 Dec 2021 1 2 2.92
-4.29% Jul 2014 Sep 2014 3 Apr 2015 7 10 2.80
-3.95% Apr 2022 Apr 2022 1 May 2022 1 2 2.28
-2.06% Jul 2019 Jul 2019 1 Sep 2019 2 3 1.30
-1.71% May 2019 May 2019 1 Jun 2019 1 2 0.99
-1.67% Sep 2017 Sep 2017 1 Nov 2017 2 3 0.99
-1.05% Dec 2017 Dec 2017 1 Jan 2018 1 2 0.61
-0.76% Nov 2019 Nov 2019 1 Dec 2019 1 2 0.44
-0.74% Jan 2022 Jan 2022 1 Feb 2022 1 2 0.42
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 27 4.5 Months 22.31%
 
DD = 0% 22.31%
 
0% < DD <= -5% 46 2.6 Months 38.02%
 
DD <= -5% 60.33%
 
-5% < DD <= -10% 28 4.3 Months 23.14%
 
DD <= -10% 83.47%
 
-10% < DD <= -15% 8 15.1 Months 6.61%
 
DD <= -15% 90.08%
 
-15% < DD <= -20% 8 15.1 Months 6.61%
 
DD <= -20% 96.69%
 
-20% < DD <= -25% 3 40.3 Months 2.48%
 
DD <= -25% 99.17%
 
-25% < DD <= -30% 1 121.0 Months 0.83%
 
DD <= -30% 100.00%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 100.00%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 100.00%
 
-40% < DD <= -45% 0 - 0.00%
 
DD <= -45% 100.00%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 100.00%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-29.38% Feb 2020 Mar 2020 2 in progress 46 48 12.48
-15.86% May 2015 Jan 2016 9 Apr 2017 15 24 8.61
-13.03% Sep 2017 Dec 2018 16 Jun 2019 6 22 6.10
-4.39% Jul 2014 Sep 2014 3 Apr 2015 7 10 2.54
-2.28% Jul 2019 Jul 2019 1 Sep 2019 2 3 1.49
-1.04% Nov 2019 Nov 2019 1 Dec 2019 1 2 0.60
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 17 7.1 Months 14.05%
 
DD = 0% 14.05%
 
0% < DD <= -5% 35 3.5 Months 28.93%
 
DD <= -5% 42.98%
 
-5% < DD <= -10% 39 3.1 Months 32.23%
 
DD <= -10% 75.21%
 
-10% < DD <= -15% 15 8.1 Months 12.40%
 
DD <= -15% 87.60%
 
-15% < DD <= -20% 11 11.0 Months 9.09%
 
DD <= -20% 96.69%
 
-20% < DD <= -25% 3 40.3 Months 2.48%
 
DD <= -25% 99.17%
 
-25% < DD <= -30% 1 121.0 Months 0.83%
 
DD <= -30% 100.00%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 100.00%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 100.00%
 
-40% < DD <= -45% 0 - 0.00%
 
DD <= -45% 100.00%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 100.00%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-53.21% Jan 2008 Feb 2009 14 Feb 2014 60 74 25.04
-29.59% Feb 2020 Mar 2020 2 Oct 2021 19 21 13.72
-17.00% Jun 2022 Sep 2022 4 in progress 16 20 7.80
-15.35% May 2015 Jan 2016 9 Mar 2017 14 23 7.97
-11.02% Feb 2018 Dec 2018 11 Mar 2019 3 14 6.02
-5.07% Nov 2021 Nov 2021 1 Dec 2021 1 2 2.92
-4.29% Jul 2014 Sep 2014 3 Apr 2015 7 10 2.80
-3.95% Apr 2022 Apr 2022 1 May 2022 1 2 2.28
-2.06% Jul 2019 Jul 2019 1 Sep 2019 2 3 1.30
-1.71% May 2019 May 2019 1 Jun 2019 1 2 0.99
-1.67% Sep 2017 Sep 2017 1 Nov 2017 2 3 0.99
-1.05% Dec 2017 Dec 2017 1 Jan 2018 1 2 0.61
-0.76% Nov 2019 Nov 2019 1 Dec 2019 1 2 0.44
-0.74% Jan 2022 Jan 2022 1 Feb 2022 1 2 0.42
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 27 7.2 Months 13.92%
 
DD = 0% 13.92%
 
0% < DD <= -5% 51 3.8 Months 26.29%
 
DD <= -5% 40.21%
 
-5% < DD <= -10% 33 5.9 Months 17.01%
 
DD <= -10% 57.22%
 
-10% < DD <= -15% 19 10.2 Months 9.79%
 
DD <= -15% 67.01%
 
-15% < DD <= -20% 24 8.1 Months 12.37%
 
DD <= -20% 79.38%
 
-20% < DD <= -25% 12 16.2 Months 6.19%
 
DD <= -25% 85.57%
 
-25% < DD <= -30% 9 21.6 Months 4.64%
 
DD <= -30% 90.21%
 
-30% < DD <= -35% 7 27.7 Months 3.61%
 
DD <= -35% 93.81%
 
-35% < DD <= -40% 6 32.3 Months 3.09%
 
DD <= -40% 96.91%
 
-40% < DD <= -45% 1 194.0 Months 0.52%
 
DD <= -45% 97.42%
 
-45% < DD <= -50% 3 64.7 Months 1.55%
 
DD <= -50% 98.97%
 
-50% < DD <= -55% 2 97.0 Months 1.03%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-53.49% Jan 2008 Feb 2009 14 Apr 2015 74 88 25.77
-29.38% Feb 2020 Mar 2020 2 in progress 46 48 12.48
-15.86% May 2015 Jan 2016 9 Apr 2017 15 24 8.61
-13.03% Sep 2017 Dec 2018 16 Jun 2019 6 22 6.10
-2.28% Jul 2019 Jul 2019 1 Sep 2019 2 3 1.49
-1.04% Nov 2019 Nov 2019 1 Dec 2019 1 2 0.60
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 12 16.2 Months 6.19%
 
DD = 0% 6.19%
 
0% < DD <= -5% 37 5.2 Months 19.07%
 
DD <= -5% 25.26%
 
-5% < DD <= -10% 45 4.3 Months 23.20%
 
DD <= -10% 48.45%
 
-10% < DD <= -15% 22 8.8 Months 11.34%
 
DD <= -15% 59.79%
 
-15% < DD <= -20% 18 10.8 Months 9.28%
 
DD <= -20% 69.07%
 
-20% < DD <= -25% 21 9.2 Months 10.82%
 
DD <= -25% 79.90%
 
-25% < DD <= -30% 16 12.1 Months 8.25%
 
DD <= -30% 88.14%
 
-30% < DD <= -35% 10 19.4 Months 5.15%
 
DD <= -35% 93.30%
 
-35% < DD <= -40% 6 32.3 Months 3.09%
 
DD <= -40% 96.39%
 
-40% < DD <= -45% 2 97.0 Months 1.03%
 
DD <= -45% 97.42%
 
-45% < DD <= -50% 3 64.7 Months 1.55%
 
DD <= -50% 98.97%
 
-50% < DD <= -55% 2 97.0 Months 1.03%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 

Rolling Returns

( more details)

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2008 - 31 January 2024 (~16 years)
Inflation Adjusted:
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -21.21 04/2019
03/2020
0.78$ -8.58 0.91$ 5.21 1.05$ 16.70 1.16$ 35.26 04/2020
03/2021
1.35$ -2.76 38.53%
2Y -7.68 04/2018
03/2020
0.85$ -0.44 0.99$ 3.98 1.08$ 8.73 1.18$ 25.07 04/2020
03/2022
1.56$ 0.93 20.62%
3Y -3.84 04/2017
03/2020
0.88$ 1.00 1.03$ 5.34 1.16$ 7.95 1.25$ 14.58 04/2020
03/2023
1.50$ 4.98 10.59%
5Y -0.92 04/2015
03/2020
0.95$ 3.15 1.16$ 4.67 1.25$ 6.43 1.36$ 7.18 01/2016
12/2020
1.41$ 4.12 3.28%
7Y 3.40 07/2014
06/2021
1.26$ 3.95 1.31$ 4.79 1.38$ 5.90 1.49$ 7.35 02/2016
01/2023
1.64$ 4.95 0.00%
10Y 4.71 02/2014
01/2024
1.58$ 4.71 1.58$ 4.71 1.58$ 4.71 1.58$ 4.71 02/2014
01/2024
1.58$ 4.71 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -22.39 04/2019
03/2020
0.77$ -10.73 0.89$ 1.90 1.01$ 14.08 1.14$ 31.80 04/2020
03/2021
1.31$ -5.69 46.79%
2Y -9.22 04/2018
03/2020
0.82$ -2.40 0.95$ 0.97 1.01$ 5.33 1.10$ 18.50 04/2020
03/2022
1.40$ -3.62 41.24%
3Y -5.64 04/2017
03/2020
0.84$ -1.76 0.94$ 2.79 1.08$ 4.95 1.15$ 8.77 04/2020
03/2023
1.28$ -0.65 24.71%
5Y -2.69 04/2015
03/2020
0.87$ -0.28 0.98$ 2.17 1.11$ 3.82 1.20$ 5.12 01/2016
12/2020
1.28$ -0.04 18.03%
7Y -0.03 10/2016
09/2023
0.99$ 1.37 1.10$ 2.12 1.15$ 2.82 1.21$ 3.82 02/2016
01/2023
1.30$ 1.41 2.70%
10Y 1.87 02/2014
01/2024
1.20$ 1.87 1.20$ 1.87 1.20$ 1.87 1.20$ 1.87 02/2014
01/2024
1.20$ 1.87 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -48.46 03/2008
02/2009
0.51$ -8.26 0.91$ 7.06 1.07$ 17.40 1.17$ 49.33 03/2009
02/2010
1.49$ -2.76 33.52%
2Y -18.12 06/2008
05/2010
0.67$ -0.43 0.99$ 5.31 1.10$ 13.07 1.27$ 32.79 03/2009
02/2011
1.76$ 0.93 17.65%
3Y -8.27 01/2008
12/2010
0.77$ 1.94 1.05$ 6.20 1.19$ 9.83 1.32$ 20.16 03/2009
02/2012
1.73$ 4.98 12.03%
5Y -3.07 01/2008
12/2012
0.85$ 3.33 1.17$ 5.77 1.32$ 9.17 1.55$ 16.41 03/2009
02/2014
2.13$ 4.12 6.72%
7Y 1.10 01/2008
12/2014
1.07$ 3.76 1.29$ 5.73 1.47$ 7.88 1.70$ 10.93 04/2009
03/2016
2.06$ 4.95 0.00%
10Y 2.37 06/2008
05/2018
1.26$ 4.09 1.49$ 5.79 1.75$ 7.34 2.03$ 10.51 03/2009
02/2019
2.71$ 4.71 0.00%
15Y 2.65 01/2008
12/2022
1.47$ 3.04 1.56$ 3.74 1.73$ 6.50 2.57$ 7.23 02/2009
01/2024
2.85$ 7.23 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -48.47 03/2008
02/2009
0.51$ -10.49 0.89$ 4.30 1.04$ 14.53 1.14$ 46.19 03/2009
02/2010
1.46$ -5.69 39.01%
2Y -18.52 06/2008
05/2010
0.66$ -2.15 0.95$ 2.71 1.05$ 11.00 1.23$ 30.01 03/2009
02/2011
1.69$ -3.62 30.00%
3Y -9.54 01/2008
12/2010
0.74$ -1.45 0.95$ 3.83 1.11$ 7.81 1.25$ 17.36 03/2009
02/2012
1.61$ -0.65 19.62%
5Y -4.78 01/2008
12/2012
0.78$ 0.03 1.00$ 3.53 1.18$ 7.44 1.43$ 14.06 03/2009
02/2014
1.93$ -0.04 14.18%
7Y -0.49 01/2008
12/2014
0.96$ 1.41 1.10$ 3.19 1.24$ 6.06 1.50$ 9.14 04/2009
03/2016
1.84$ 1.41 1.82%
10Y 0.78 01/2008
12/2017
1.08$ 1.87 1.20$ 3.66 1.43$ 5.32 1.67$ 8.60 03/2009
02/2019
2.28$ 1.87 0.00%
15Y 0.31 01/2008
12/2022
1.04$ 0.71 1.11$ 1.45 1.24$ 3.85 1.76$ 4.56 02/2009
01/2024
1.95$ 4.56 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

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

Seasonality

In which months is it better to invest in iShares Global Infrastructure ETF (IGF) ETF?

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.
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
-0.05
40%
-1.42
60%
-1.50
80%
2.31
80%
0.85
60%
-0.42
40%
1.32
80%
-0.76
60%
-3.67
20%
1.41
60%
5.00
60%
2.79
80%
Best 5.3
2023
2.7
2019
5.6
2022
7.8
2020
6.0
2020
5.1
2019
3.5
2022
1.5
2020
2.2
2019
5.4
2022
12.8
2020
6.0
2021
Worst -3.6
2024
-9.0
2020
-22.6
2020
-4.0
2022
-5.5
2023
-7.2
2022
-2.1
2019
-5.0
2023
-11.6
2022
-2.7
2023
-5.1
2021
-3.3
2022
Monthly Seasonality over the period Feb 2008 - Jan 2024
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
1.13
60%
-0.62
70%
0.78
80%
2.32
90%
0.75
50%
0.18
60%
1.19
80%
-0.92
50%
-2.59
20%
0.71
60%
2.03
50%
0.83
50%
Best 8.5
2019
4.6
2014
8.6
2016
7.8
2020
6.0
2020
5.1
2019
3.5
2022
2.5
2014
2.2
2019
5.4
2022
12.8
2020
6.0
2021
Worst -3.6
2024
-9.0
2020
-22.6
2020
-4.0
2022
-5.5
2023
-7.2
2022
-2.6
2014
-5.3
2015
-11.6
2022
-3.7
2018
-5.1
2021
-3.3
2022
Monthly Seasonality over the period Feb 2008 - Jan 2024
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
-0.35
53%
-0.79
63%
1.10
75%
2.62
88%
-0.05
44%
-0.19
50%
1.68
75%
-1.37
44%
-1.27
38%
0.16
63%
0.64
38%
1.99
63%
Best 8.5
2019
4.6
2014
8.6
2016
7.8
2020
15.0
2009
5.9
2012
10.9
2010
2.5
2014
7.3
2010
7.8
2011
12.8
2020
11.4
2008
Worst -13.0
2009
-11.9
2009
-22.6
2020
-4.0
2022
-10.6
2010
-7.2
2022
-4.2
2008
-5.9
2011
-11.6
2022
-18.3
2008
-8.1
2008
-3.3
2022
Monthly Seasonality over the period Feb 2008 - Jan 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the iShares Global Infrastructure ETF (IGF) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ISHARES GLOBAL INFRASTRUCTURE ETF (IGF) ETF
Monthly Returns Distribution
Data Source: 1 February 2014 - 31 January 2024 (10 Years)
Data Source: 1 January 2008 - 31 January 2024 (~16 years)
72 Positive Months (60%) - 48 Negative Months (40%)
111 Positive Months (58%) - 82 Negative Months (42%)
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(Scroll down to see all data)
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