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 +17.21% over the past year and +25.46% YTD, with dividends reinvested. Since Oct. 2, 2014, AMZA is down −32.32% in real purchasing-power return, or −3.24%/yr, and is currently −32.58% below its real total-return high on Nov. 26, 2014.

Data ending Tue Aug. 4, 2026

Growth of $10,000

Thu 2014-10-02💬 to Tue 2026-08-04 Overall
Return 		Exponential
Trendline
AMZA × 		−32.32%
−3.24%/yr 		−2.77%/yr
R2=0.058
InfraCap MLP ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2014-10-02💬 to Tue 2026-08-04 Start
Value 		End
Value
AMZA × 		$10,000.00
2014-10-02 		$6,767.66
2026-08-04

This Year’s Performance

through 2026-08-04

  YTD YoY
AMZA × 		+25.46% +17.21%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
AMZA × 		−32.58%
on 2026-08-04
from 2014-11-26 peak 		−92.17%
on 2020-03-18
from 2014-11-26 peak

Rolling Returns

Period ending Tue 2026-08-04 1 yr 2 yr 3 yr 5 yr 10 yr
AMZA × 		+17.21% +35.40%
+16.36%/yr 		+71.18%
+19.62%/yr 		+137.80%
+18.92%/yr 		+17.34%
+1.61%/yr

Annual Returns

Year AMZA
2026 (YTD) +25.46%
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%