InfraCap MLP ETF

10-Year Study

AMZA.US · · US · ETF

Executive Summary: InfraCap MLP ETF has compounded at 4.5% annually over the last 10 years, with a maximum drawdown of 82.0% and an annualized volatility of 25.7%.

1Y CAGR
+14.9%
3Y CAGR
+21.2%
5Y CAGR
+19.5%
10Y CAGR
+4.5%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
82.0%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.31
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.38
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
41.1%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2021 · +51.2%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2020 · -49.3%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
60%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20267.38.61.7-2.7————————15.3%
202510.03.6-0.7-11.50.94.31.9-1.3-5.9-3.04.2-1.2-0.5%
20244.96.26.9-4.1-0.56.60.90.3-0.5-1.920.3-9.030.9%
20238.0-1.8-1.82.1-0.65.23.31.62.5-1.09.3-4.623.4%
202213.85.01.0-0.99.4-17.015.45.6-10.117.71.2-6.133.2%
20218.410.59.29.88.06.7-8.3-3.42.85.0-8.95.051.2%
2020-8.6-21.5-64.171.213.1-13.2-1.60.5-17.94.032.54.8-49.3%
201918.50.63.6-1.7-6.15.7-1.8-8.53.2-8.0-6.911.16.3%
20186.3-10.3-9.18.65.3-2.47.32.0-2.9-12.5-3.0-16.3-26.8%
20171.61.9-0.2-1.0-4.50.21.3-4.60.6-4.9-2.35.1-6.9%
2016———20.84.55.42.21.41.0-3.42.63.743.0%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 25.7%. The dominant macroeconomic risk driver is VTV.US, accounting for 29.2% of variance. Idiosyncratic stock-specific factors contribute 28.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-03-0110000
2016-04-0112079.067631688278
2016-05-0112619.727549034615
2016-06-0113298.449697155227
2016-07-0113592.023265475696
2016-08-0113784.794349813048
2016-09-0113917.34633634356
2016-10-0113445.651936238603
2016-11-0113799.18220978287
2016-12-0114304.156735836266
2017-01-0114538.035991515973
2017-02-0114815.866004854266
2017-03-0114789.408086064768
2017-04-0114638.051297749984
2017-05-0113985.918264710384
2017-06-0114013.688146415065
2017-07-0114202.785734589903
2017-08-0113545.229921500886
2017-09-0113632.912776332189
2017-10-0112961.01283537052
2017-11-0112667.133142369841
2017-12-0113316.729713773426
2018-01-0114162.33354470514
2018-02-0112709.203419849999
2018-03-0111556.68773096014
2018-04-0112554.566724247263
2018-05-0113221.000153062341
2018-06-0112904.029912754466
2018-07-0113843.482824218836
2018-08-0114125.554850982877
2018-09-0113722.432379244747
2018-10-0112007.434456519364
2018-11-0111649.399776966306
2018-12-019750.552117726806
2019-01-0111558.262086458357
2019-02-0111630.551243084863
2019-03-0112048.19277108434
2019-04-0111843.001771149937
2019-05-0111116.874029694094
2019-06-0111746.135175912363
2019-07-0111529.530098615882
2019-08-0110546.607482561827
2019-09-0110889.073535521396
2019-10-0110022.303369558087
2019-11-019328.799772593096
2019-12-0110360.265016508867
2020-01-019474.252727789562
2020-02-017436.074606957776
2020-03-012666.8707497868068
2020-04-014565.762141123479
2020-05-015165.722782236023
2020-06-014482.802352786828
2020-07-014409.20123324514
2020-08-014431.985655872127
2020-09-013640.0848402685156
2020-10-013785.5815275621544
2020-11-015016.508866682701
2020-12-015257.516454201562
2021-01-015699.9540812979685
2021-02-016300.526971770931
2021-03-016877.659458159316
2021-04-017553.014234797631
2021-05-018153.630857367766
2021-06-018697.439485710538
2021-07-017974.59165154265
2021-08-017700.566330658387
2021-09-017918.876959744605
2021-10-018318.282203223056
2021-11-017574.355498217918
2021-12-017950.582730194827
2022-01-019047.821048258369
2022-02-019498.349113331731
2022-03-019594.03494194564
2022-04-019512.212188135483
2022-05-0110408.895108564933
2022-06-018637.96383355564
2022-07-019967.069730828942
2022-08-0110527.409091903004
2022-09-019466.905735464545
2022-10-0111144.162858329872
2022-11-0111274.790632584787
2022-12-0110588.327903264602
2023-01-0111432.488574989615
2023-02-0111228.87193055343
2023-03-0111022.675092384055
2023-04-0111248.857498961364
2023-05-0111183.040692716419
2023-06-0111769.881704677147
2023-07-0112162.639669385344
2023-08-0112361.052194257976
2023-09-0112667.045678175497
2023-10-0112534.362495353465
2023-11-0113698.248529508235
2023-12-0113062.60249710275
2024-01-0113700.61006275556
2024-02-0114547.569588699627
2024-03-0115555.24457175344
2024-04-0114918.636433210157
2024-05-0114843.548422364596
2024-06-0115823.584720005249
2024-07-0115963.396234666434
2024-08-0116010.451971224282
2024-09-0115924.387203988368
2024-10-0115615.419937463103
2024-11-0118788.445979926968
2024-12-0117098.594013075897
2025-01-0118800.122449872084
2025-02-0119479.36938315877
2025-03-0119336.23422911246
2025-04-0117112.981873045723
2025-05-0117260.533968906482
2025-06-0118007.43445651936
2025-07-0118355.32328952835
2025-08-0118114.27196991232
2025-09-0117040.0804670588
2025-10-0116526.09712898782
2025-11-0117215.752301401615
2025-12-0117007.849911442503
2026-01-0118245.64318981917
2026-02-0119810.640019242124
2026-03-0120156.12358690661
2026-04-0119609.472372247616
Annual Return Matrix
YearAnnual Return
2017-0.06903077478094433
2018-0.26779679941676227
20190.06253111530716149
2020-0.4925306982182581
20210.5122316400628841
20220.33176752730993075
20230.23367944555960318
20240.3089730026515254
2025-0.00530710896837483
20260.15296598184669996
Total Factor Risk
0.25707229624220934
VTI.US Exposure
-0.005101027020988035
VEA.US Exposure
0.025425429397220565
VWO.US Exposure
0.01543615358270522
QQQ.US Exposure
0.0029143464573687205
VTV.US Exposure
0.2921662965310324
IJR.US Exposure
0.0025910298530027057
QUAL.US Exposure
-0.05192045842347411
SHV.US Exposure
0.06794985125249883
TLT.US Exposure
0.0957598779557364
LQD.US Exposure
0.07637604752203608
HYG.US Exposure
-0.004863898944310219
GLD.US Exposure
-0.0012313887674880084
USO.US Exposure
0.10414675935300628
VNQ.US Exposure
0.019190320988745888
BTC-USD.CC Exposure
0.016961405401860745
CPER.US Exposure
0.01629431275029064
VIX.INDX Exposure
-0.017657665080044422
UUP.US Exposure
0.02300207137358068
TIP.US Exposure
0.03655753913548166
Idiosyncratic Exposure
0.28600299668173795
Value Score
44.5
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
95.2
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
25.7%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →13.7x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →7.93%
Market Cap$29.2B
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$297
Avg Yield on Cost
2.97%
Annual Income Simulation Table
Historical Realised Yields
YearAnnual PayoutYield on CostQuality
2026$297.382.97%Solid

Momentum & MacroiPrice momentum indicators relative to key technical levels: distance from 50-Day SMA (intermediate trend), 200-Day SMA (long-term trend), 52-Week High (bullish proximity), and Beta (market sensitivity coefficient).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
-0.7%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+9.1%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
5.3% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
0.68
Market sensitivity coefficient

Frequently Asked Questions & Methodology

Is InfraCap MLP ETF a high-risk investment?

InfraCap MLP ETF (AMZA.US) has an annualized volatility of 25.7% and experienced a maximum drawdown of 82.0% over the last 10 years. Its primary macro risk driver is VTV.US.

What is the 10-year return of AMZA.US?

Over the past 10 years, AMZA.US has generated a Compound Annual Growth Rate (CAGR) of 4.5%. It has had a positive return in 60% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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