Consolidated Returns as of 30 June 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 (~6 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.
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.91% |
+74.55%
Apr 2020 - Mar 2021 |
-21.25%
Apr 2019 - Mar 2020 |
25.45%
14 out of 55 |
US Inflation Adjusted | +5.00% |
+70.09%
Apr 2020 - Mar 2021 |
-22.43%
Apr 2019 - Mar 2020 |
43.64%
24 out of 55 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +15.60% |
+41.43%
Apr 2020 - Mar 2022 |
+0.56%
Nov 2021 - Oct 2023 |
0.00%
0 out of 43 |
US Inflation Adjusted | +9.82% |
+34.00%
Apr 2020 - Mar 2022 |
-4.66%
Nov 2021 - Oct 2023 |
18.60%
8 out of 43 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.49% |
+25.06%
Apr 2020 - Mar 2023 |
+7.39%
Oct 2019 - Sep 2022 |
0.00%
0 out of 31 |
US Inflation Adjusted | +8.39% |
+18.72%
Apr 2020 - Mar 2023 |
+2.18%
May 2021 - Apr 2024 |
0.00%
0 out of 31 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.72% |
+23.39%
Apr 2020 - Mar 2024 |
+8.30%
Nov 2019 - Oct 2023 |
0.00%
0 out of 19 |
US Inflation Adjusted | +6.96% |
+17.66%
Apr 2020 - Mar 2024 |
+3.56%
Nov 2019 - Oct 2023 |
0.00%
0 out of 19 |
Loading data
Please wait
Loading data
Please wait
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.56% |
+14.20%
Jun 2019 - May 2024 |
+11.01%
Feb 2019 - Jan 2024 |
0.00%
0 out of 7 |
US Inflation Adjusted | +7.09% |
+9.70%
Jan 2019 - Dec 2023 |
+6.58%
Feb 2019 - Jan 2024 |
0.00%
0 out of 7 |
Loading data
Please wait
Loading data
Please wait
To obtain comprehensive information, please consult the iShares U.S. Infrastructure ETF (IFRA) ETF: Historical Returns page.