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ISIN
US4642883726
CUSIP
464288372
Issuer
iShares
Inception Date
Dec 10, 2007
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
S&P Global Infrastructure Index (Net)
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Blend
Assets Under Management
$11B

Share Price Chart


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Performance

IGF Performance Chart

iShares Global Infrastructure ETF (IGF) is up 9.7% since the beginning of the year. IGF is currently trading at $66 per share. Investors who bought $1,000 worth of IGF shares 5 years ago would now be looking at an investment worth $1,675.


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S&P 500 Index

Returns By Period

iShares Global Infrastructure ETF (IGF) has returned 9.70% so far this year and 18.50% over the past 12 months. Over the last ten years, IGF has returned 8.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


iShares Global Infrastructure ETF

1D
0.03%
1M
-0.13%
YTD
9.70%
6M
10.12%
1Y
18.50%
3Y*
16.79%
5Y*
10.87%
10Y*
8.80%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IGF Monthly Returns History

Based on dividend-adjusted daily data since Dec 12, 2007, IGF's average daily return is +0.03%, while the average monthly return is +0.52%. At this rate, an investment would double in approximately 11.1 years.

Historically, 59% of months were positive and 41% were negative. The best month was May 2009 with a return of +15.0%, while the worst month was Mar 2020 at -22.6%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 6 months.

On a daily basis, IGF closed higher 53% of trading days. The best single day was Oct 13, 2008 with a return of +13.1%, while the worst single day was Mar 12, 2020 at -13.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.97%7.70%-3.42%2.28%-2.82%1.07%9.70%
20251.76%0.53%2.24%3.15%4.63%2.03%-0.20%2.15%1.28%-0.20%3.38%-1.11%21.31%
2024-3.57%0.60%4.34%-0.65%6.57%-3.35%4.49%4.51%4.01%-1.29%3.67%-4.64%14.81%
20235.28%-3.61%2.54%2.66%-5.45%2.88%1.83%-4.96%-4.73%-2.68%9.33%4.12%6.14%
2022-0.74%1.95%5.61%-3.95%4.65%-7.27%3.51%-2.19%-11.62%5.36%8.71%-3.27%-1.26%
2021-2.47%0.84%4.84%3.48%0.73%-2.02%1.10%1.37%-1.31%4.07%-5.07%6.02%11.57%

Benchmark Metrics

iShares Global Infrastructure ETF has an annualized alpha of -2.06%, beta of 0.83, and R2 of 0.67 versus S&P 500 Index. Calculated based on daily prices since December 12, 2007.

  • This ETF participated in 89.01% of S&P 500 Index downside but only 71.88% of its upside - more exposed to losses than it benefited from rallies.
  • This ETF had an annualized alpha of -2.06% versus S&P 500 Index - delivering less than market exposure alone would predict.

Alpha
-2.06%
Beta
0.83
0.67
Upside Capture
71.88%
Downside Capture
89.01%

Expense Ratio

IGF has an expense ratio of 0.39%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IGF ranks 55 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.


IGF Risk / Return Rank: 5555
Overall Rank
IGF Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
IGF Sortino Ratio Rank: 5353
Sortino Ratio Rank
IGF Omega Ratio Rank: 5151
Omega Ratio Rank
IGF Calmar Ratio Rank: 6666
Calmar Ratio Rank
IGF Martin Ratio Rank: 5454
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Global Infrastructure ETF (IGF) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


IGFBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.26

Omega ratioGain probability vs. loss probability

1.31

1.37

-0.05

Calmar ratioReturn relative to maximum drawdown

3.17

2.78

+0.38

Martin ratioReturn relative to average drawdown

8.98

12.44

-3.46

Dividends

Dividend History

iShares Global Infrastructure ETF provided a 2.91% dividend yield over the last twelve months, with an annual payout of $1.93 per share. The fund has been increasing its distributions for 5 consecutive years.


2.40%2.60%2.80%3.00%3.20%3.40%3.60%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.93$1.98$1.68$1.58$1.22$1.15$1.02$1.57$1.39$1.34$1.17$1.17

Dividend yield

2.91%3.23%3.21%3.36%2.67%2.42%2.33%3.27%3.52%2.95%2.98%3.25%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.93$0.93
2025$0.00$0.00$0.00$0.00$0.00$0.98$0.00$0.00$0.00$0.00$0.00$1.00$1.98
2024$0.00$0.00$0.00$0.00$0.00$0.83$0.00$0.00$0.00$0.00$0.00$0.85$1.68
2023$0.00$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.91$1.58
2022$0.00$0.00$0.00$0.00$0.00$0.71$0.00$0.00$0.00$0.00$0.00$0.52$1.22
2021$0.00$0.00$0.00$0.00$0.00$0.68$0.00$0.00$0.00$0.00$0.00$0.47$1.15

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 Global 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 iShares Global Infrastructure ETF was 58.33%, occurring on Mar 9, 2009. Recovery took 1272 trading sessions.

The current iShares Global Infrastructure ETF drawdown is 2.96%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-58.33%Mar 2009
1y 2mo5y 19d
6y 2moJan 2008 - Mar 2014
COVID crash2020
-42.11%Mar 2020
1mo 2d1y 7mo
1y 8moFeb 2020 - Oct 2021
2016 bear market2016
-23.03%Jan 2016
8mo 26d7mo 22d
1y 4moApr 2015 - Sep 2016
Bear market2022
-20.83%Oct 2022
5mo 24d1y 6mo
2y 17dApr 2022 - May 2024
Rate-hike selloffLate 2018
-14.76%Dec 2018
10mo 29d2mo 25d
1y 1moJan 2018 - Mar 2019

Drawdown Indicators


IGFBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-58.33%

-56.78%

-1.55%

Max Drawdown (1Y)

Largest decline over 1 year

-5.87%

-9.10%

+3.23%

Max Drawdown (3Y)

Largest decline over 3 years

-14.28%

-18.90%

+4.62%

Max Drawdown (5Y)

Largest decline over 5 years

-20.83%

-25.43%

+4.60%

Max Drawdown (10Y)

Largest decline over 10 years

-42.11%

-33.92%

-8.19%

Current Drawdown

Current decline from peak

-2.96%

-1.80%

-1.16%

Average Drawdown

Average peak-to-trough decline

-11.85%

-10.71%

-1.14%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.06%

2.03%

+0.03%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with IGF

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