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 +23.87% over the past year and +29.89% YTD, with dividends reinvested. Since Oct. 2, 2014, AMZA is down −29.93% in real purchasing-power return, or −2.95%/yr, and is currently −30.20% below its real total-return high on Nov. 26, 2014.

Data ending Mon Aug. 24, 2026

Growth of $10,000

Thu 2014-10-02💬 to Mon 2026-08-24 Overall
Return
Exponential
Trendline
AMZA
×
−29.93%
−2.95%/yr
−2.63%/yr
R2=0.053
InfraCap MLP ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-10-02💬 to Mon 2026-08-24 Start
Value
End
Value
AMZA
×
$10,000.00
2014-10-02
$7,006.72
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
AMZA
×
+29.89% +23.87%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AMZA
×
−30.20%
on 2026-08-24
from 2014-11-26 peak
−92.17%
on 2020-03-18
from 2014-11-26 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
AMZA
×
+23.87% +36.79%
+16.96%/yr
+74.26%
+20.34%/yr
+145.67%
+19.69%/yr
+19.54%
+1.80%/yr

Annual Returns

Year AMZA
2026 (YTD) +29.89%
2025 −2.41%
2024 +27.23%
2023 +19.37%
2022 +25.09%
2021 +41.28%
2020 −49.94%
2019 +3.88%
2018 −28.15%
2017 −8.83%
2016 +21.69%
2015 −46.33%
2014 −7.44%