Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RBLD (First Trust Alerian US NextGen Infrastructure ETF) | 17.98% | 27.13% | 21.25% | 10.65% | 8.40% | 6.54% | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/17/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RBLD (First Trust Alerian US NextGen Infrastructure ETF) | 10/17/2008 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.27 | 27.13 | 21.25 | 10.65 | 8.40 | 6.54 | NA | … | … | 17.98 | 13.99 | 17.94 | 19.36 | -9.88 | 12.98 | 0.52 | 12.80 | -21.71 | 22.95 | 13.54 | -1.04 | -10.91 | 24.45 | 19.30 | -18.01 | 17.49 | 23.56 | 16.36 |
| Sharpe Ratio | NA | 1.89 | 1.25 | 0.48 | 0.35 | NA | NA | … | … | 3.06 | 0.62 | 1.08 | 1.05 | -0.53 | 0.78 | 0.01 | 0.76 | -1.44 | 2.16 | 0.66 | -0.06 | -0.74 | 1.53 | 0.88 | -0.54 | 0.65 | 0.66 | 1.41 |
| Standard Deviation(%) | NA | 13.55 | 15.33 | 16.82 | 18.79 | NA | NA | … | … | 15.42 | 17.94 | 13.23 | 15.14 | 21.35 | 16.60 | 34.45 | 14.81 | 16.04 | 10.38 | 20.06 | 18.03 | 14.85 | 15.97 | 22.06 | 33.16 | 26.65 | 35.30 | 79.07 |
| Draw Down(%) | NA | 7.19 | 19.14 | 23.71 | 50.07 | NA | NA | … | … | 7.19 | 17.24 | 9.25 | 11.09 | 21.99 | 11.31 | 40.48 | 16.04 | 30.52 | 5.07 | 13.16 | 15.21 | 20.30 | 8.38 | 22.17 | 33.44 | 22.47 | 30.86 | 24.42 |
| Yield(%) | 0.00 | 1.29 | 1.63 | 1.54 | 2.00 | 1.95 | 2.57 | … | … | 0.22 | 1.34 | 1.53 | 1.38 | 1.85 | 1.64 | 2.76 | 2.03 | 1.33 | 1.79 | 2.28 | 1.14 | 1.49 | 2.25 | 1.61 | 1.57 | 1.47 | 1.26 | 0.04 |
Data as of 06/11/2026, Common starting date is 10/17/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLD (First Trust Alerian US NextGen Infrastructure ETF) |
-10.31%
Mar 2017 – Mar 2020 |
-3.50%
Mar 2015 – Mar 2020 |
0.52%
Mar 2010 – Mar 2020 |
5.13%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RBLD (First Trust Alerian US NextGen Infrastructure ETF) |
23.57%
May 2023 – May 2026 |
19.06%
Feb 2009 – Feb 2014 |
9.76%
Feb 2009 – Feb 2019 |
8.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart