Alerian Energy Infrastructure ETF (ENFR)

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The chart shows the growth of an initial investment of $10,000 in Alerian Energy Infrastructure ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Alerian Energy Infrastructure ETF (ENFR) has returned 22.85% so far this year and 22.29% over the past 12 months. Looking at the last ten years, ENFR has achieved an annualized return of 13.64%, outperforming the S&P 500 Index benchmark, which averaged 12.16% per year.

Based on dividend-adjusted daily data since Nov 1, 2013, ENFR's average daily return is +0.04%, while the average monthly return is +0.94%. At this rate, your investment would double in approximately 6.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Apr 2020 with a return of +34.3%, while the worst month was Mar 2020 at -41.3%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 5 months.

On a daily basis, ENFR closed higher 53% of trading days. The best single day was Mar 19, 2020 with a return of +11.3%, while the worst single day was Mar 9, 2020 at -22.0%.

Alerian Energy Infrastructure ETF has an annualized alpha of 0.90%, beta of 0.86, and R² of 0.36 versus S&P 500 Index. Calculated based on daily prices since November 04, 2013.

• This ETF participated in 102.97% of S&P 500 Index downside but only 91.07% of its upside — more exposed to losses than it benefited from rallies.
• R² of 0.36 means the benchmark explains less than half of this ETF's behavior — treat beta with caution or consider switching to a more representative benchmark.

ENFR has an expense ratio of 0.35%, placing it in the medium range.

ENFR ranks 60 for risk / return — better than 60% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Alerian Energy Infrastructure ETF (ENFR) and compare them to a chosen benchmark (S&P 500 Index).

Alerian Energy Infrastructure ETF provided a 4.02% dividend yield over the last twelve months, with an annual payout of $1.54 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Alerian Energy Infrastructure ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Alerian Energy Infrastructure 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 Alerian Energy Infrastructure ETF was 68.28%, occurring on Mar 18, 2020. Recovery took 495 trading sessions.

The current Alerian Energy Infrastructure ETF drawdown is 2.18%.

The chart below shows the rolling one-month volatility.