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.
Annualized Rolling Returns - 1 Year (12 months)
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 |
Annualized Rolling Returns - 2 Years (24 months)
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 |
Annualized Rolling Returns - 3 Years (36 months)
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 |
Annualized Rolling Returns - 4 Years (48 months)
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 |
Annualized Rolling Returns - 5 Years (60 months)
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 |
To obtain comprehensive information, please consult the iShares U.S. Infrastructure ETF (IFRA) ETF: Historical Returns page.