Alerian Energy Infrastructure ETF (ENFR) Performance
ENFR total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +28.6% since Dec 31, 2025
- 1 year
- +33.7% total return
- 5 years
- +19.2% a year
- 10 years
- +11.2% a year
- Since first price
- +8.4% a year since 2013
ENFR trailing returns vs SPY, QQQ, AGG
| Period | ENFR total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | +2.7% | +2.7% | −1.0% | −5.0% | +0.9% |
| 3 months | −2.3% | −3.3% | +3.2% | +1.9% | −0.4% |
| 6 months | +8.2% | +6.1% | +7.8% | +8.4% | −1.5% |
| YTD | +28.6% | +24.7% | +12.3% | +15.1% | −1.0% |
| 1 year | +33.7% | +28.0% | +14.4% | +15.9% | −1.1% |
| 3 years | +104.1%+26.8%/yr | +76.4% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +140.7%+19.2%/yr | +83.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +189.1%+11.2%/yr | +71.9% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionNov 1, 2013 | +186.4%+8.4%/yr | +56.8% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: ENFR vs SPY
From Nov 1, 2013: ENFR grew to $28,640, SPY to $53,655.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
ENFR returns by calendar year
8 of 12 full years positive. Best 2024 (+42.2%), worst 2015 (−37.1%). 2026 is year to date.
ENFR annual returns table
| Year | ENFR | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +28.6% | −9.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +5.9% | −15.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +42.2% | −9.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +15.6% | −10.5% | +26.2% | +54.9% | +5.7% |
| 2022 | +17.5% | −20.3% | −18.2% | −32.6% | −13.0% |
| 2021 | +40.0% | −13.9% | +28.7% | +27.4% | −1.8% |
| 2020 | −24.1% | −61.7% | +18.3% | +48.6% | +7.5% |
| 2019 | +21.6% | −12.3% | +31.2% | +39.0% | +8.5% |
| 2018 | −18.6% | −25.3% | −4.6% | −0.1% | +0.1% |
| 2017 | −0.2% | −11.0% | +21.7% | +32.7% | +3.6% |
| 2016 | +42.0% | −19.8% | +12.0% | +7.1% | +2.4% |
| 2015 | −37.1% | −42.9% | +1.2% | +9.4% | +0.5% |
| 2014 | +12.2% | −17.5% | +13.5% | +19.2% | +6.0% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
ENFR largest drawdowns
Now 2.8% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Sep 5, 2014 | −68.3% | Mar 18, 2020 | Mar 4, 2022 | 5.5 years | 7.5 years |
| Jun 7, 2022 | −20.3% | Sep 26, 2022 | Oct 16, 2023 | 4 months | 1.4 years |
| Jan 21, 2025 | −15.6% | Apr 8, 2025 | Jan 22, 2026 | 3 months | 1.0 years |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
ENFR risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2013 |
|---|---|---|---|---|
| Annualized return | +24.1% | +19.6% | +10.3% | +8.0% |
| Volatility (annualized) | 15.6% | 18.7% | 25.5% | 24.3% |
| Sharpe ratio | 1.19 | 0.86 | 0.43 | 0.37 |
| Sortino ratio | 2.15 | 1.38 | 0.63 | 0.54 |
| Best month | +14.0% | +14.0% | +34.3% | +34.3% |
| Worst month | −8.7% | −13.4% | −41.2% | −41.2% |
| Best 12 months | +50.0% | +50.0% | +82.2% | +82.2% |
| Worst 12 months | +0.3% | −7.7% | −50.1% | −50.1% |
| Positive months | 72% | 65% | 60% | 59% |
| Beta vs S&P 500 | 0.34 | 0.65 | 1.10 | — |
| Correlation with S&P 500 | 0.27 | 0.55 | 0.66 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
ENFR rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 144 | −50.1% | +7.9% | +82.2% | 68% |
| 3-year (a year) | 120 | −21.6% | +7.2% | +35.7% | 72% |
| 5-year (a year) | 96 | −14.2% | +5.3% | +34.2% | 74% |
| 10-year (a year) | 36 | +3.6% | +7.2% | +14.0% | 100% |
Every holding period starting at a month-end since 2013. Returns for 3 years and longer are annualized.
ENFR performance overview
Alerian Energy Infrastructure ETF (ENFR) returned +33.7% over the past year and +11.2% a year over ten years, with distributions reinvested. Since its first recorded price in 2013 it has returned +8.4% a year, turning $10,000 into about $28,640. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −68.3%, from Sep 5, 2014 to Mar 18, 2020, and it took 2.0 years to get back to the old high. ENFR finished 8 of its 12 full calendar years with a gain; the best year was 2024 (+42.2%) and the worst 2015 (−37.1%). Volatility has been 24.3% a year.
Related: ENFR chart, ENFR holdings, ENFR dividends, ENFR valuation. See the ENFR overview for the latest quote and fund facts.
ENFR performance FAQ
What is the ENFR return over the past year?
ENFR returned +33.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 28.0%.
What is the average annual return of ENFR?
ENFR has returned +19.2% a year over 5 years, +11.2% a year over 10 years, +8.4% a year since November 1, 2013 (total return, distributions reinvested).
How much would $10,000 invested in ENFR be worth?
$10,000 invested in ENFR at its first recorded close on November 1, 2013 would be worth about $28,640 on October 23, 2026 with distributions reinvested.
What was the worst year for ENFR?
The worst calendar year was 2015, with a total return of −37.1%. The best was 2024 at +42.2%.
What is the biggest drawdown of ENFR?
The largest peak-to-trough decline was −68.3% between September 5, 2014 and March 18, 2020. It recovered to the old high on March 4, 2022, 2.0 years after the bottom.
How volatile is ENFR?
Over the past 3 years ENFR had an annualized volatility of 15.6% and a Sharpe ratio of 1.19 (excess return over 1–3 month T-bills per unit of risk).