Performance analysis of EFRA (ISHARES ENVIRONMENTAL INFRASTRUCTURE AND INDUSTRIALS ETF)
Annual Return
Over the past 3 years, EFRA has had an average annual return of +11.24%, underperforming the benchmark SPY, which returned +22.45% annual.
Since Nov 3, 2022, EFRA has had an average annual return of +13.79%, underperforming the benchmark SPY, which returned +23.50% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | |||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +4.96% | +13.76% | +8.13% | +14.49% | +7.48% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +5.77% | +6.68% | -8.29% | +3.95% | -2.68% | +0.27% | +4.96% | ||||||
| 2025 | +2.04% | -1.74% | -0.36% | +4% | +3.78% | +2.73% | -0.97% | +4.01% | -0.20% | -1.68% | +0.70% | +0.89% | +13.76% |
| 2024 | -2.81% | +3.94% | +4.70% | -2.43% | +5.35% | -3.46% | +6.82% | +2.23% | +2.02% | -2.90% | +1.93% | -6.57% | +8.13% |
| 2023 | +9.77% | -3.67% | +0.59% | +0.32% | -3.22% | +6.06% | +3.62% | -4.52% | -6.63% | -3.55% | +9.78% | +6.86% | +14.49% |
| 2022 | +12.59% | -4.54% | +7.48% |
Drawdown analysis of EFRA (ISHARES ENVIRONMENTAL INFRASTRUCTURE AND INDUSTRIALS ETF)
The maximum drawdown for the EFRA was -16.23%, occurring on Apr 8, 2025. Recovery took 28 trading sessions.
The current EFRA drawdown is -6.98%.
Since Nov 3, 2022 EFRA has experienced the following drawdowns:
- 10% or more: 4 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -16.23% | Sep 19, 2024 | 137 | Apr 8, 2025 | 28 | May 19, 2025 | 165 |
| -15.74% | Jul 31, 2023 | 63 | Oct 27, 2023 | 36 | Dec 19, 2023 | 99 |
| -11.19% | Feb 27, 2026 | 15 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -10.12% | Feb 2, 2023 | 30 | Mar 17, 2023 | 80 | Jul 13, 2023 | 110 |
| -7.58% | Oct 24, 2025 | 19 | Nov 20, 2025 | 30 | Jan 6, 2026 | 49 |
| -6.94% | Dec 2, 2022 | 17 | Dec 28, 2022 | 10 | Jan 12, 2023 | 27 |
| -6.30% | May 20, 2024 | 28 | Jul 1, 2024 | 10 | Jul 16, 2024 | 38 |
| -5.15% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -4.71% | Dec 27, 2023 | 13 | Jan 17, 2024 | 21 | Feb 15, 2024 | 34 |
| -4.46% | Mar 27, 2024 | 13 | Apr 16, 2024 | 13 | May 3, 2024 | 26 |
| -3.62% | Aug 30, 2024 | 4 | Sep 6, 2024 | 6 | Sep 16, 2024 | 10 |
| -3.47% | Aug 22, 2025 | 23 | Sep 25, 2025 | 20 | Oct 23, 2025 | 43 |
| -2.87% | Nov 25, 2022 | 2 | Nov 29, 2022 | 2 | Dec 1, 2022 | 4 |
| -2.86% | Jul 3, 2025 | 20 | Aug 1, 2025 | 7 | Aug 12, 2025 | 27 |
| -2.42% | Jan 17, 2023 | 2 | Jan 19, 2023 | 3 | Jan 24, 2023 | 5 |
| -1.95% | Jan 16, 2026 | 1 | Jan 20, 2026 | 2 | Jan 22, 2026 | 3 |
| -1.85% | Jun 12, 2025 | 5 | Jun 20, 2025 | 2 | Jun 24, 2025 | 7 |
| -1.80% | Nov 11, 2022 | 4 | Nov 17, 2022 | 3 | Nov 22, 2022 | 7 |
| -1.59% | Nov 8, 2022 | 1 | Nov 9, 2022 | 1 | Nov 10, 2022 | 2 |
| -1.58% | May 20, 2025 | 3 | May 23, 2025 | 11 | Jun 10, 2025 | 14 |
| -1.54% | Aug 13, 2025 | 6 | Aug 21, 2025 | 1 | Aug 22, 2025 | 7 |
| -1.50% | Jul 16, 2024 | 3 | Jul 19, 2024 | 2 | Jul 23, 2024 | 5 |
| -1.40% | Jan 27, 2026 | 3 | Jan 30, 2026 | 3 | Feb 4, 2026 | 6 |
| -1.14% | Mar 13, 2024 | 3 | Mar 18, 2024 | 2 | Mar 20, 2024 | 5 |
| -1.08% | Jul 23, 2024 | 1 | Jul 24, 2024 | 2 | Jul 26, 2024 | 3 |