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ISIN
US35473P4476
Delisting Date
Jan 22, 2026
Inception Date
Dec 14, 2022
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
RARE Global Infrastructure Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Mid-Cap
Asset Class Style
Blend
Assets Under Management
$12M

Share Price Chart


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Performance

INFR Performance Chart


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S&P 500 Index

Returns By Period

ClearBridge Sustainable Infrastructure ETF (INFR) has returned 1.41% so far this year and 7.57% over the past 12 months.


ClearBridge Sustainable Infrastructure ETF

1D
0.00%
1M
0.00%
YTD
1.41%
6M
2.04%
1Y
7.57%
3Y*
5.42%
5Y*
10Y*

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)

INFR Monthly Returns History


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.41%0.00%0.00%0.00%0.00%0.00%1.41%
2025-1.15%2.67%5.44%7.27%2.00%2.41%-2.65%0.23%1.12%2.07%3.56%-0.86%24.00%
2024-3.34%-1.90%1.61%-3.45%6.16%-4.45%6.81%3.33%3.64%-6.23%-0.53%-6.85%-6.23%
20234.25%-4.80%5.38%3.62%-3.94%2.19%-0.22%-5.89%-7.19%0.41%7.65%4.96%5.20%
2022-0.19%-0.19%

Benchmark Metrics

ClearBridge Sustainable Infrastructure ETF has an annualized alpha of -1.09%, beta of 0.40, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since December 16, 2022.

  • This ETF participated in 64.37% of S&P 500 Index downside but only 36.41% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.40 may look defensive, but with R2 of 0.18 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.18 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
-1.09%
Beta
0.40
0.18
Upside Capture
36.41%
Downside Capture
64.37%

Expense Ratio

INFR has an expense ratio of 0.59%, placing it in the medium range.


Return for Risk

Risk / Return Rank

INFR ranks 28 for risk / return — below 28% of ETFs on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.


INFR Risk / Return Rank: 2828
Overall Rank
INFR Sharpe Ratio Rank: 2626
Sharpe Ratio Rank
INFR Sortino Ratio Rank: 2626
Sortino Ratio Rank
INFR Omega Ratio Rank: 3232
Omega Ratio Rank
INFR Calmar Ratio Rank: 2727
Calmar Ratio Rank
INFR Martin Ratio Rank: 3030
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 ClearBridge Sustainable Infrastructure ETF (INFR) 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.


INFRBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-1.10

Sortino ratioReturn per unit of downside risk

-1.40

Omega ratioGain probability vs. loss probability

1.21

1.37

-0.16

Calmar ratioReturn relative to maximum drawdown

1.28

2.78

-1.50

Martin ratioReturn relative to average drawdown

3.97

12.44

-8.47

Dividends

Dividend History

ClearBridge Sustainable Infrastructure ETF provided a 1.71% dividend yield over the last twelve months, with an annual payout of $0.48 per share.


2.40%2.60%2.80%3.00%$0.00$0.20$0.40$0.60$0.80202320242025
Dividends
Dividend Yield
PeriodTTM202520242023
Dividend$0.48$0.69$0.53$0.76

Dividend yield

1.71%2.52%2.36%3.06%

Monthly Dividends

The table displays the monthly dividend distributions for ClearBridge Sustainable 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$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.21$0.00$0.00$0.00$0.00$0.00$0.48$0.69
2024$0.00$0.00$0.00$0.00$0.00$0.19$0.00$0.00$0.00$0.00$0.00$0.35$0.53
2023$0.25$0.00$0.00$0.00$0.00$0.00$0.50$0.76

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 ClearBridge Sustainable 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 ClearBridge Sustainable Infrastructure ETF was 19.28%, occurring on Oct 3, 2023. Recovery took 224 trading sessions.

The current ClearBridge Sustainable Infrastructure ETF drawdown is 0.70%.


Related event

Drawdown

Fall

Recovery

Underwater

2023 correction2023
-19.28%Oct 2023
4mo 28d10mo 25d
1y 3moMay 2023 - Aug 2024
2025 correction2025
-17.65%Jan 2025
3mo 28d4mo 6d
8mo 4dSep 2024 - May 2025
2023 pullback2023
-6.96%Mar 2023
26d1mo 5d
2mo 1dFeb 2023 - Apr 2023
2025 pullback2025
-6.43%Sep 2025
1mo 12d1mo 13d
2mo 25dJul 2025 - Oct 2025
2025 pullback2025
-3.27%Nov 2025
24d6d
1moOct 2025 - Nov 2025

Drawdown Indicators


INFRBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-19.28%

-56.78%

+37.50%

Max Drawdown (1Y)

Largest decline over 1 year

-6.43%

-9.10%

+2.67%

Max Drawdown (3Y)

Largest decline over 3 years

-18.48%

-18.90%

+0.42%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.70%

-1.80%

+1.10%

Average Drawdown

Average peak-to-trough decline

-4.91%

-10.71%

+5.80%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.04%

2.03%

+0.01%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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