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 +27.07% over the past year and +25.03% YTD, with dividends reinvested. Since Oct. 2, 2014, AMZA is down −32.55% in real purchasing-power return, or −3.23%/yr, and is currently −32.81% below its real total-return high on Nov. 26, 2014.

Data ending Fri Oct. 2, 2026

Growth of $10,000

Thu 2014-10-02💬 to Fri 2026-10-02 Overall
Return
Exponential
Trendline
AMZA
×
−32.55%
−3.23%/yr
−2.37%/yr
R2=0.043
InfraCap MLP ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-10-02💬 to Fri 2026-10-02 Start
Value
End
Value
AMZA
×
$10,000.00
2014-10-02
$6,744.65
2026-10-02

This Year’s Performance

through 2026-10-02

  YTD YoY
AMZA
×
+25.03% +27.07%

Drawdowns

  Current
Drawdown
Worst
Drawdown
AMZA
×
−32.81%
on 2026-10-02
from 2014-11-26 peak
−92.17%
on 2020-03-18
from 2014-11-26 peak

Rolling Returns

Period ending Fri 2026-10-02 1 yr 2 yr 3 yr 5 yr 10 yr
AMZA
×
+27.07% +30.40%
+14.19%/yr
+61.26%
+17.27%/yr
+124.86%
+17.59%/yr
+14.67%
+1.38%/yr

Annual Returns

Year AMZA
2026 (YTD) +25.03%
2025 −2.41%
2024 +27.23%
2023 +19.37%
2022 +25.09%
2021 +41.28%
2020 −49.93%
2019 +3.88%
2018 −28.15%
2017 −8.83%
2016 +21.69%
2015 −46.33%
2014 −7.44%