| AMZA | |
|---|---|
| Total return | +66.4% |
| Annualised (CAGR) | +5.2% |
| Volatility (annualised) | +40.7% |
| Sharpe (rf = 0) | 0.13 |
| Deepest drawdown | -86.8% |
| Drawdown peak → trough | 2017-02-15 → 2020-03-18 |
Over the 10.0 years to 2026-09-21 the fund returned +66.4% in total (+5.2% a year), with a deepest drawdown of -86.8% from 2017-02-15 to 2020-03-18. Its worst calendar year was 2020 (-49.5%), its best 2021 (+51.1%).
| Year | AMZA |
|---|---|
| 2026 | +33.8% |
| 2025 | +0.2% |
| 2024 | +30.9% |
| 2023 | +23.4% |
| 2022 | +33.1% |
| 2021 | +51.1% |
| 2020 | -49.5% |
| 2019 | +6.2% |
| 2018 | -26.6% |
| 2017 | -6.9% |
| 2016 | +4.2% |
It does not say AMZA is a good or bad fund, and it is not a forecast. Returns above are history: they already include dividends and already exclude the fund's own fees. A drawdown of -86.8% means an investor who bought at the peak would have watched that much value disappear before it recovered — how long that takes is the part most tables leave out.
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