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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in iShares Environmental Infrastructure and Industrials ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
iShares Environmental Infrastructure and Industrials ETF (EFRA) has returned 3.49% so far this year and 17.83% over the past 12 months.
iShares Environmental Infrastructure and Industrials ETF
- 1D
- 2.38%
- 1M
- -8.29%
- YTD
- 3.49%
- 6M
- 3.36%
- 1Y
- 17.83%
- 3Y*
- 11.06%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Nov 3, 2022, EFRA's average daily return is +0.06%, while the average monthly return is +1.21%. At this rate, your investment would double in approximately 4.8 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2022 with a return of +12.6%, while the worst month was Mar 2026 at -8.3%. The longest winning streak lasted 4 consecutive months, and the longest losing streak was 3 months.
On a daily basis, EFRA closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +6.8%, while the worst single day was Apr 4, 2025 at -4.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.77% | 6.68% | -8.29% | 3.49% | |||||||||
| 2025 | 2.05% | -1.74% | -0.36% | 4.01% | 3.78% | 2.74% | -0.97% | 4.02% | -0.20% | -1.68% | 0.70% | 0.88% | 13.76% |
| 2024 | -2.81% | 3.94% | 4.70% | -2.43% | 5.35% | -3.47% | 6.82% | 2.24% | 2.02% | -2.89% | 1.93% | -6.60% | 8.09% |
| 2023 | 9.77% | -3.67% | 0.58% | 0.33% | -3.22% | 6.07% | 3.62% | -4.53% | -6.63% | -3.55% | 9.79% | 6.85% | 14.49% |
| 2022 | 12.59% | -4.54% | 7.48% |
Benchmark Metrics
iShares Environmental Infrastructure and Industrials ETF has an annualized alpha of 0.90%, beta of 0.76, and R² of 0.58 versus S&P 500 Index. Calculated based on daily prices since November 04, 2022.
- This ETF participated in 90.14% of S&P 500 Index downside but only 80.25% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 0.90%
- Beta
- 0.76
- R²
- 0.58
- Upside Capture
- 80.25%
- Downside Capture
- 90.14%
Expense Ratio
EFRA has an expense ratio of 0.47%, placing it in the medium range.
Return for Risk
Risk / Return Rank
EFRA ranks 59 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for iShares Environmental Infrastructure and Industrials ETF (EFRA) and compare them to a chosen benchmark (S&P 500 Index).
| EFRA | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.11 | 0.90 | +0.21 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.39 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.21 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.59 | 1.40 | +0.19 |
Martin ratioReturn relative to average drawdown | 5.64 | 6.61 | -0.97 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore EFRA risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
iShares Environmental Infrastructure and Industrials ETF provided a 4.19% dividend yield over the last twelve months, with an annual payout of $1.44 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|---|---|
| Dividend | $1.44 | $1.44 | $1.15 | $0.54 | $0.04 |
Dividend yield | 4.19% | 4.34% | 3.79% | 1.85% | 0.14% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Environmental Infrastructure and Industrials ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.44 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.89 | $1.15 |
| 2023 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.54 |
| 2022 | $0.04 | $0.04 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Environmental Infrastructure and Industrials ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Environmental Infrastructure and Industrials ETF was 16.25%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current iShares Environmental Infrastructure and Industrials ETF drawdown is 8.29%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.25% | Sep 20, 2024 | 137 | Apr 8, 2025 | 28 | May 19, 2025 | 165 |
| -15.74% | Aug 1, 2023 | 63 | Oct 27, 2023 | 36 | Dec 19, 2023 | 99 |
| -11.2% | Mar 2, 2026 | 15 | Mar 20, 2026 | — | — | — |
| -10.12% | Feb 3, 2023 | 30 | Mar 17, 2023 | 80 | Jul 13, 2023 | 110 |
| -7.58% | Oct 27, 2025 | 19 | Nov 20, 2025 | 30 | Jan 6, 2026 | 49 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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