iShares U.S. Infrastructure ETF (IFRA): Rolling Returns

Data Source: from January 2019 to March 2024 (~5 years)
Consolidated Returns as of 31 March 2024

Holding the iShares U.S. Infrastructure ETF (IFRA) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~5 years), the longest period with a negative return lasted 22 months (from January 2022 to October 2023).

This means that every rolling period of 23 months or above has always granted a positive return.

To obtain comprehensive information, please consult the iShares U.S. Infrastructure ETF (IFRA) ETF: Historical Returns page.

Rolling Returns

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 U.S. INFRASTRUCTURE ETF (IFRA) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2019 - 31 March 2024 (5 Years)
Data Source: 1 January 2019 - 31 March 2024 (~5 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.35% +74.55%
Apr 2020 - Mar 2021
-21.25%
Apr 2019 - Mar 2020
26.92%
14 out of 52
US Inflation Adjusted +3.16% +70.09%
Apr 2020 - Mar 2021
-22.43%
Apr 2019 - Mar 2020
46.15%
24 out of 52
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +16.06% +41.43%
Apr 2020 - Mar 2022
+0.56%
Nov 2021 - Oct 2023
0.00%
0 out of 40
US Inflation Adjusted +9.82% +34.00%
Apr 2020 - Mar 2022
-4.66%
Nov 2021 - Oct 2023
20.00%
8 out of 40
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.83% +25.06%
Apr 2020 - Mar 2023
+7.39%
Oct 2019 - Sep 2022
0.00%
0 out of 28
US Inflation Adjusted +8.45% +18.72%
Apr 2020 - Mar 2023
+2.34%
Oct 2019 - Sep 2022
0.00%
0 out of 28
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.54% +23.39%
Apr 2020 - Mar 2024
+8.30%
Nov 2019 - Oct 2023
0.00%
0 out of 16
US Inflation Adjusted +6.83% +17.66%
Apr 2020 - Mar 2024
+3.57%
Nov 2019 - Oct 2023
0.00%
0 out of 16
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.24% +14.19%
Jan 2019 - Dec 2023
+11.02%
Feb 2019 - Jan 2024
0.00%
0 out of 4
US Inflation Adjusted +6.76% +9.71%
Jan 2019 - Dec 2023
+6.58%
Feb 2019 - Jan 2024
0.00%
0 out of 4
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the iShares U.S. Infrastructure ETF (IFRA) ETF: Historical Returns page.