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 +30.48% over the past year and +27.92% YTD, with dividends reinvested. Since Oct. 2, 2014, AMZA is down −31.00% in real purchasing-power return, or −3.03%/yr, and is currently −31.26% below its real total-return high on Nov. 26, 2014.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Thu 2014-10-02💬 to Fri 2026-10-23 Overall
Return 		Exponential
Trendline
AMZA × 		−31.00%
−3.03%/yr 		−2.24%/yr
R2=0.039
InfraCap MLP ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-10-02💬 to Fri 2026-10-23 Start
Value 		End
Value
AMZA × 		$10,000.00
2014-10-02 		$6,900.29
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
AMZA × 		+27.92% +30.48%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AMZA × 		−31.26%
on 2026-10-23
from 2014-11-26 peak 		−92.17%
on 2020-03-18
from 2014-11-26 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
AMZA × 		+30.48% +34.76%
+16.09%/yr 		+63.37%
+17.78%/yr 		+110.52%
+16.05%/yr 		+18.31%
+1.70%/yr

Annual Returns

Year AMZA
2026 (YTD) +27.92%
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%