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ISIN
US81752T6192
CUSIP
81752T619
Issuer
InfraCap
Inception Date
Dec 28, 2021
Category
Leveraged
1x (No leverage)
Index Tracked
No Index (Active)
Distribution Policy
Distributing
Asset Class
Equity
Assets Under Management
$88M

Share Price Chart


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Performance

ICAP Performance Chart

InfraCap Equity Income Fund ETF (ICAP) is up 9.0% since the beginning of the year. ICAP is currently trading at $29 per share.


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S&P 500 Index

Returns By Period

InfraCap Equity Income Fund ETF (ICAP) has returned 9.02% so far this year and 28.65% over the past 12 months.


InfraCap Equity Income Fund ETF

1D
1.43%
1M
2.34%
YTD
9.02%
6M
11.00%
1Y
28.65%
3Y*
18.75%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
0.13%
1M
5.25%
YTD
11.16%
6M
11.43%
1Y
28.20%
3Y*
21.12%
5Y*
12.66%
10Y*
13.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ICAP Monthly Returns History

Based on dividend-adjusted daily data since Dec 29, 2021, ICAP's average daily return is +0.04%, while the average monthly return is +0.81%. At this rate, an investment would double in approximately 7.2 years.

Historically, 58% of months were positive and 42% were negative. The best month was Jan 2023 with a return of +11.4%, while the worst month was Sep 2022 at -14.5%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 3 months.

On a daily basis, ICAP closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +5.5%, while the worst single day was Jun 13, 2022 at -6.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.71%-0.96%-5.34%9.68%1.10%1.12%9.02%
20252.51%-0.34%-4.93%-4.13%4.55%6.59%3.35%2.79%1.55%-1.51%4.01%0.95%15.77%
2024-2.43%0.55%4.53%-3.06%4.77%-1.16%7.78%1.24%3.61%-1.10%6.86%-6.65%14.83%
202311.43%-4.76%-8.39%1.27%-7.36%7.21%4.76%-1.97%-5.57%-4.08%9.89%8.87%8.82%
20220.67%-0.90%3.81%-5.28%5.51%-11.85%7.66%-3.26%-14.45%10.85%5.27%-5.24%-10.10%
20210.57%0.57%

Benchmark Metrics

InfraCap Equity Income Fund ETF has an annualized alpha of 0.10%, beta of 0.80, and R2 of 0.59 versus S&P 500 Index. Calculated based on daily prices since December 30, 2021.

  • This ETF participated in 103.77% of S&P 500 Index downside but only 93.43% of its upside - more exposed to losses than it benefited from rallies.

Alpha
0.10%
Beta
0.80
0.59
Upside Capture
93.43%
Downside Capture
103.77%

Expense Ratio

ICAP has an expense ratio of 0.80%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ICAP ranks 60 for risk / return — better than 60% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ICAP Risk / Return Rank: 6060
Overall Rank
ICAP Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
ICAP Sortino Ratio Rank: 6464
Sortino Ratio Rank
ICAP Omega Ratio Rank: 6161
Omega Ratio Rank
ICAP Calmar Ratio Rank: 5353
Calmar Ratio Rank
ICAP Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for InfraCap Equity Income Fund ETF (ICAP) and compare them to S&P 500 Index.


ICAPBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

2.22

2.39

-0.17

Sortino ratio

Return per unit of downside risk

3.05

3.25

-0.20

Omega ratio

Gain probability vs. loss probability

1.38

1.43

-0.05

Calmar ratio

Return relative to maximum drawdown

2.70

3.11

-0.41

Martin ratio

Return relative to average drawdown

10.37

14.38

-4.01

Dividends

Dividend History

InfraCap Equity Income Fund ETF provided a 9.38% dividend yield over the last twelve months, with an annual payout of $2.72 per share. The fund has been increasing its distributions for 2 consecutive years.


8.30%8.40%8.50%8.60%8.70%8.80%8.90%$0.00$0.50$1.00$1.50$2.00$2.502022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$2.72$2.47$2.19$2.16$2.25

Dividend yield

9.38%8.89%8.30%8.65%8.95%

Monthly Dividends

The table displays the monthly dividend distributions for InfraCap Equity Income Fund ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.24$0.24$0.25$0.25$0.25$0.00$1.22
2025$0.19$0.19$0.20$0.20$0.20$0.20$0.20$0.20$0.21$0.21$0.21$0.29$2.47
2024$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.19$0.19$0.19$0.19$2.19
2023$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$2.16
2022$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.18$0.33$2.25

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the InfraCap Equity Income Fund ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the InfraCap Equity Income Fund ETF was 24.20%, occurring on Oct 30, 2023. Recovery took 176 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

2023 bear market2023
-24.20%Oct 2023
1y 6mo8mo 19d
2y 2moApr 2022 - Jul 2024
2025 selloff2025
-20.31%Apr 2025
4mo 7d3mo 10d
7mo 17dDec 2024 - Jul 2025
2026 correction2026
-10.66%Mar 2026
1mo 17d18d
2mo 5dFeb 2026 - Apr 2026
Bear market2022
-5.93%Feb 2022
1mo 6d1mo 4d
2mo 10dJan 2022 - Mar 2022
2024 pullback2024
-5.88%Aug 2024
4d18d
22dAug 2024 - Aug 2024

Drawdown Indicators


ICAPBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-24.20%

-56.78%

+32.58%

Max Drawdown (1Y)

Largest decline over 1 year

-10.66%

-9.10%

-1.56%

Max Drawdown (3Y)

Largest decline over 3 years

-20.31%

-18.90%

-1.41%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-7.82%

-10.72%

+2.90%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.77%

1.97%

+0.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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