Performance analysis of INFL (HORIZON KINETICS INFLATION BENEFICIARIES ETF)
Annual Return
Over the past 3 years, INFL has had an average annual return of +21.85%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, INFL has had an average annual return of +13.14%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Jan 12, 2021, INFL has had an average annual return of +16%, outperforming the benchmark SPY, which returned +15.15% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +17.21% | +18.31% | +23.33% | +1.62% | +2.64% | +24.78% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +10.08% | +11.34% | -4.31% | +2.27% | -2.24% | -0.04% | +17.21% | ||||||
| 2025 | +2.65% | +3.26% | +1.12% | +0.89% | +1.88% | +1.39% | -1.96% | +4.47% | +3.72% | -2.73% | +1.55% | +0.93% | +18.31% |
| 2024 | -4.30% | +2.03% | +6.47% | -2.05% | +4.39% | -1.42% | +10.80% | +2.07% | +2.15% | +5.69% | +7.38% | -10.24% | +23.33% |
| 2023 | +3.79% | -6.67% | +1.41% | +0.26% | -4.95% | +4.56% | +5.30% | -1.71% | -3.31% | -2.34% | +4.11% | +2.05% | +1.62% |
| 2022 | -2.30% | +3.80% | +5.52% | -4.63% | +1.36% | -10.82% | +8.86% | -2.55% | -7.53% | +9.56% | +8.33% | -4.44% | +2.64% |
| 2021 | -3.98% | +5.83% | +5.80% | +7.35% | +2.61% | +0.84% | +0.64% | +0.09% | -3.34% | +7.57% | -5.00% | +5.02% | +24.78% |
Drawdown analysis of INFL (HORIZON KINETICS INFLATION BENEFICIARIES ETF)
The maximum drawdown for the INFL was -21.30%, occurring on Sep 26, 2022. Recovery took 443 trading sessions.
The current INFL drawdown is -5.51%.
Since Jan 12, 2021 INFL has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 2 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.30% | Apr 20, 2022 | 109 | Sep 26, 2022 | 443 | Jul 2, 2024 | 552 |
| -15.57% | Nov 22, 2024 | 91 | Apr 8, 2025 | 29 | May 20, 2025 | 120 |
| -8.36% | Mar 2, 2026 | 14 | Mar 20, 2026 | Ongoing | Ongoing | Ongoing |
| -8.15% | Nov 9, 2021 | 15 | Dec 1, 2021 | 62 | Mar 2, 2022 | 77 |
| -7.17% | Nov 12, 2025 | 7 | Nov 21, 2025 | 32 | Jan 9, 2026 | 39 |
| -6.49% | Jul 31, 2024 | 3 | Aug 5, 2024 | 10 | Aug 19, 2024 | 13 |
| -5.94% | Jun 15, 2021 | 23 | Jul 19, 2021 | 33 | Sep 2, 2021 | 56 |
| -5.49% | Jan 29, 2026 | 5 | Feb 5, 2026 | 4 | Feb 11, 2026 | 9 |
| -4.78% | Oct 6, 2025 | 21 | Nov 4, 2025 | 5 | Nov 11, 2025 | 26 |
| -4.70% | Feb 24, 2021 | 6 | Mar 4, 2021 | 4 | Mar 10, 2021 | 10 |
| -4.56% | Mar 17, 2021 | 4 | Mar 23, 2021 | 9 | Apr 6, 2021 | 13 |
| -4.53% | Jan 20, 2021 | 5 | Jan 27, 2021 | 7 | Feb 5, 2021 | 12 |
| -4.27% | Aug 23, 2024 | 9 | Sep 6, 2024 | 9 | Sep 19, 2024 | 18 |
| -4.17% | Sep 3, 2021 | 18 | Sep 30, 2021 | 9 | Oct 13, 2021 | 27 |
| -3.59% | Jun 13, 2025 | 33 | Aug 1, 2025 | 15 | Aug 22, 2025 | 48 |
| -3.48% | Nov 8, 2024 | 5 | Nov 15, 2024 | 4 | Nov 21, 2024 | 9 |
| -3.18% | Mar 4, 2022 | 6 | Mar 14, 2022 | 3 | Mar 17, 2022 | 9 |
| -2.65% | May 7, 2021 | 3 | May 12, 2021 | 14 | Jun 2, 2021 | 17 |
| -2.51% | Feb 11, 2026 | 1 | Feb 12, 2026 | 4 | Feb 19, 2026 | 5 |
| -2.20% | Jul 16, 2024 | 6 | Jul 24, 2024 | 5 | Jul 31, 2024 | 11 |
| -1.99% | May 20, 2025 | 7 | May 30, 2025 | 9 | Jun 12, 2025 | 16 |
| -1.90% | Apr 16, 2021 | 2 | Apr 20, 2021 | 4 | Apr 26, 2021 | 6 |
| -1.70% | Oct 25, 2021 | 8 | Nov 4, 2021 | 3 | Nov 9, 2021 | 11 |
| -1.66% | Jan 12, 2021 | 3 | Jan 15, 2021 | 2 | Jan 20, 2021 | 5 |
| -1.63% | Mar 25, 2022 | 4 | Mar 31, 2022 | 6 | Apr 8, 2022 | 10 |