BRWM.L vs. INFR.L
BRWM.L (Blackrock World Mining Trust plc) is a stock, while INFR.L (iShares Global Infrastructure UCITS ETF USD (Dist)) is Utilities Equities fund tracking the FTSE Global Core Infrastructure Index. Over the past 10 years, BRWM.L returned 17.57%/yr vs 7.01%/yr for INFR.L. At a 0.35 correlation, their price movements are largely independent.
Performance
BRWM.L vs. INFR.L - Performance Comparison
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Returns By Period
In the year-to-date period, BRWM.L achieves a 10.35% return, which is significantly lower than INFR.L's 13.17% return. Over the past 10 years, BRWM.L has outperformed INFR.L with an annualized return of 17.57%, while INFR.L has yielded a comparatively lower 7.01% annualized return.
BRWM.L
- 1D
- -1.24%
- 1M
- -9.87%
- 6M
- -5.41%
- YTD
- 10.35%
- 1Y
- 61.75%
- 3Y*
- 18.05%
- 5Y*
- 12.91%
- 10Y*
- 17.57%
INFR.L
- 1D
- 0.66%
- 1M
- 1.24%
- 6M
- 14.75%
- YTD
- 13.17%
- 1Y
- 19.01%
- 3Y*
- 10.96%
- 5Y*
- 7.46%
- 10Y*
- 7.01%
BRWM.L vs. INFR.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BRWM.L Blackrock World Mining Trust plc | 10.35% | 74.19% | -12.62% | -10.48% | 26.00% | 17.51% | 46.41% | 19.43% | -10.72% | 24.34% |
INFR.L iShares Global Infrastructure UCITS ETF USD (Dist) | 13.17% | 5.13% | 10.76% | -5.53% | 5.25% | 18.61% | -5.27% | 20.12% | 3.61% | 4.58% |
Correlation
The correlation between BRWM.L and INFR.L is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.07 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Oct 23, 2006 | 0.35 |
The correlation between BRWM.L and INFR.L shifts across timeframes, from -0.07 (1 year) to 0.35 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
BRWM.L vs. INFR.L — Risk / Return Rank
BRWM.L
INFR.L
BRWM.L vs. INFR.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Blackrock World Mining Trust plc (BRWM.L) and iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| BRWM.L | INFR.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.08 | ||
| Sortino ratioReturn per unit of downside risk | -0.30 | ||
| Omega ratioGain probability vs. loss probability | 1.27 | 1.30 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 2.88 | 3.65 | -0.76 |
| Martin ratioReturn relative to average drawdown | 8.63 | 8.65 | -0.02 |
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Drawdowns
BRWM.L vs. INFR.L - Drawdown Comparison
The maximum BRWM.L drawdown since its inception was -77.45%, which is greater than INFR.L's maximum drawdown of -64.87%. Use the drawdown chart below to compare losses from any high point for BRWM.L and INFR.L.
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Drawdown Indicators
| BRWM.L | INFR.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -77.45% | -64.87% | -12.58% |
Max Drawdown (1Y)Largest decline over 1 year | -21.31% | -5.19% | -16.12% |
Max Drawdown (3Y)Largest decline over 3 years | -32.66% | -11.19% | -21.47% |
Max Drawdown (5Y)Largest decline over 5 years | -39.58% | -23.29% | -16.29% |
Max Drawdown (10Y)Largest decline over 10 years | -41.99% | -26.75% | -15.24% |
Current DrawdownCurrent decline from peak | -15.90% | -1.36% | -14.54% |
Average DrawdownAverage peak-to-trough decline | -27.94% | -24.37% | -3.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.13% | 2.19% | +4.94% |
Volatility
BRWM.L vs. INFR.L - Volatility Comparison
Blackrock World Mining Trust plc (BRWM.L) has a higher volatility of 9.94% compared to iShares Global Infrastructure UCITS ETF USD (Dist) (INFR.L) at 3.29%. This indicates that BRWM.L's price experiences larger fluctuations and is considered to be riskier than INFR.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BRWM.L | INFR.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.94% | 3.29% | +6.65% |
Volatility (6M)Calculated over the trailing 6-month period | 31.46% | 9.07% | +22.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 37.39% | 10.96% | +26.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.97% | 12.32% | +17.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.31% | 13.96% | +14.35% |
Dividends
BRWM.L vs. INFR.L - Dividend Comparison
BRWM.L's dividend yield for the trailing twelve months is around 2.74%, more than INFR.L's 2.02% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRWM.L Blackrock World Mining Trust plc | 2.74% | 2.86% | 6.96% | 6.81% | 6.24% | 4.04% | 4.21% | 5.48% | 4.58% | 4.53% | 5.35% | 11.60% |
INFR.L iShares Global Infrastructure UCITS ETF USD (Dist) | 2.02% | 2.25% | 2.32% | 2.43% | 2.05% | 1.89% | 2.21% | 2.15% | 2.27% | 2.72% | 2.57% | 3.09% |
Frequently Asked Questions
BRWM.L and INFR.L have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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