All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

AMZA: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

AMZA real return snapshot: after CPI-U inflation, AMZA returned +25.79% over the past year and +23.13% YTD, with dividends reinvested. Since Oct. 2, 2014, AMZA is down −33.59% in real purchasing-power return, or −3.32%/yr, and is currently −33.84% below its real total-return high on Nov. 26, 2014.

Data ending Thu Nov. 12, 2026

Growth of $10,000

Thu 2014-10-02💬 to Thu 2026-11-12 Overall
Return
Exponential
Trendline
AMZA
×
−33.59%
−3.32%/yr
−2.12%/yr
R2=0.035
InfraCap MLP ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-10-02💬 to Thu 2026-11-12 Start
Value
End
Value
AMZA
×
$10,000.00
2014-10-02
$6,641.45
2026-11-12

This Year’s Performance

through 2026-11-12

  YTD YoY
AMZA
×
+23.13% +25.79%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AMZA
×
−33.84%
on 2026-11-12
from 2014-11-26 peak
−92.17%
on 2020-03-18
from 2014-11-26 peak

Rolling Returns

Period ending Thu 2026-11-12 1 yr 2 yr 3 yr 5 yr 10 yr
AMZA
×
+25.79% +24.21%
+11.45%/yr
+57.58%
+16.37%/yr
+108.70%
+15.85%/yr
+15.01%
+1.41%/yr

Annual Returns

Year AMZA
2026 (YTD) +23.13%
2025 −2.44%
2024 +27.24%
2023 +19.35%
2022 +25.11%
2021 +41.28%
2020 −49.93%
2019 +3.89%
2018 −28.15%
2017 −8.83%
2016 +21.69%
2015 −46.33%
2014 −7.44%