Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IFRA (iShares U.S. Infrastructure ETF) | 17.78% | 30.34% | 20.59% | 13.21% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/06/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IFRA (iShares U.S. Infrastructure ETF) | 04/06/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 30.34 | 20.59 | 13.21 | NA | NA | NA | … | … | 17.78 | 15.90 | 17.02 | 13.41 | -3.32 | 29.79 | 7.38 | 27.00 | -8.54 |
| Sharpe Ratio | NA | 1.86 | 1.08 | 0.59 | NA | NA | NA | … | … | 2.52 | 0.76 | 0.84 | 0.59 | -0.21 | 1.68 | 0.17 | 1.94 | -0.96 |
| Standard Deviation(%) | NA | 14.61 | 16.53 | 17.89 | NA | NA | NA | … | … | 16.77 | 17.27 | 15.87 | 16.67 | 22.48 | 17.69 | 41.03 | 13.13 | 13.41 |
| Draw Down(%) | NA | 8.40 | 19.93 | 19.93 | NA | NA | NA | … | … | 8.40 | 16.33 | 10.74 | 14.01 | 18.50 | 7.85 | 41.04 | 7.10 | 19.49 |
| Yield(%) | 0.00 | 2.02 | 2.39 | 2.23 | 2.28 | 1.52 | 1.14 | … | … | 0.51 | 2.09 | 2.01 | 2.20 | 1.88 | 2.12 | 2.18 | 2.09 | 2.24 |
Data as of 06/04/2026, Common starting date is 04/06/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFRA (iShares U.S. Infrastructure ETF) |
7.10%
Mar 2022 – Mar 2025 |
8.03%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IFRA (iShares U.S. Infrastructure ETF) |
25.07%
Mar 2020 – Mar 2023 |
19.71%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart