DELKY vs. AMZA

Last updated Aug 1, 2026

DELKY (Delek Group Ltd) is a stock, while AMZA (InfraCap MLP ETF) is MLPs fund actively managed by Virtus. Over the past 5 years, DELKY returned 52.63%/yr vs 22.88%/yr for AMZA. Their 0.09 correlation means their historical movements had little consistent relationship.

Performance

DELKY vs. AMZA - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Delek Group Ltd (DELKY) and InfraCap MLP ETF (AMZA). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DELKY achieves a 13.66% return, which is significantly lower than AMZA's 30.46% return.

DELKY

• 1D: 0.00%
• 1M: 2.39%
• 6M: 4.51%
• YTD: 13.66%
• 1Y: 50.32%
• 3Y*: 41.04%
• 5Y*: 52.63%
• 10Y*: —
• ALL TIME*: 62.46%

AMZA

• 1D: 0.65%
• 1M: 5.94%
• 6M: 21.61%
• YTD: 30.46%
• 1Y: 23.26%
• 3Y*: 22.79%
• 5Y*: 22.88%
• 10Y*: 5.46%
• ALL TIME*: -0.35%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
AMZA InfraCap MLP ETF	$1.66M	$1.65M	$1.75M
DELKY Delek Group Ltd	$6.85K	$7.30K	$24.21K

DELKY vs. AMZA - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
DELKY Delek Group Ltd	13.66%	121.25%	15.07%	43.97%	33.76%	154.77%
AMZA InfraCap MLP ETF	30.46%	0.17%	30.90%	23.35%	33.20%	31.15%

Correlation

The correlation between DELKY and AMZA is 0.01, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.01
Correlation (3Y) Balances recent behavior with more history.	0.06
Correlation (5Y) Shows whether the relationship held over a longer period.	0.10
Correlation (All Time) Calculated using the full available price history since Feb 10, 2021	0.09

Return for Risk

DELKY vs. AMZA — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DELKY

DELKY Risk / Return Rank: 71
DELKY Sharpe Ratio Rank: 69
DELKY Sortino Ratio Rank: 70
DELKY Omega Ratio Rank: 78
DELKY Calmar Ratio Rank: 68
DELKY Martin Ratio Rank: 70

AMZA

AMZA Risk / Return Rank: 47
AMZA Sharpe Ratio Rank: 49
AMZA Sortino Ratio Rank: 48
AMZA Omega Ratio Rank: 45
AMZA Calmar Ratio Rank: 52
AMZA Martin Ratio Rank: 42

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DELKY vs. AMZA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Delek Group Ltd (DELKY) and InfraCap MLP ETF (AMZA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DELKY	AMZA	Difference
Sharpe ratio: Return per unit of total volatility	0.72	1.20	-0.48
Sortino ratio: Return per unit of downside risk	1.49	1.74	-0.25
Omega ratio: Gain probability vs. loss probability	1.25	1.21	+0.05
Calmar ratio: Return relative to maximum drawdown	1.13	1.85	-0.72
Martin ratio: Return relative to average drawdown	2.89	4.51	-1.62

DELKY vs. AMZA - Sharpe Ratio Comparison

The current DELKY Sharpe Ratio is 0.72, which is lower than the AMZA Sharpe Ratio of 1.20. The chart below compares the historical Sharpe Ratios of DELKY and AMZA, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DELKY vs. AMZA - Drawdown Comparison

The maximum DELKY drawdown since its inception was -52.02%, smaller than the maximum AMZA drawdown of -91.46%. Use the drawdown chart below to compare losses from any high point for DELKY and AMZA.

Drawdown Indicators

	DELKY	AMZA	Difference
Max Drawdown Largest peak-to-trough decline	-52.02%	-91.46%	+39.44%
Max Drawdown (1Y) Largest decline over 1 year	-43.47%	-11.84%	-31.63%
Max Drawdown (3Y) Largest decline over 3 years	-43.47%	-18.56%	-24.91%
Max Drawdown (5Y) Largest decline over 5 years	-52.02%	-25.15%	-26.87%
Max Drawdown (10Y) Largest decline over 10 years	—	-86.84%	—
Current Drawdown Current decline from peak	-36.79%	-4.13%	-32.66%
Average Drawdown Average peak-to-trough decline	-16.51%	-44.51%	+28.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	16.96%	5.02%	+11.94%

Volatility

DELKY vs. AMZA - Volatility Comparison

Delek Group Ltd (DELKY) has a higher volatility of 18.88% compared to InfraCap MLP ETF (AMZA) at 5.43%. This indicates that DELKY's price experiences larger fluctuations and is considered to be riskier than AMZA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DELKY	AMZA	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.88%	5.43%	+13.45%
Volatility (6M) Calculated over the trailing 6-month period	61.58%	14.17%	+47.41%
Volatility (1Y) Calculated over the trailing 1-year period	67.80%	18.20%	+49.60%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	56.50%	25.27%	+31.23%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	64.31%	37.14%	+27.17%

Dividends

DELKY vs. AMZA - Dividend Comparison

DELKY's dividend yield for the trailing twelve months is around 6.13%, less than AMZA's 7.83% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
AMZA InfraCap MLP ETF	7.83%	8.81%	7.29%	9.40%	7.65%	10.24%	22.13%	19.47%	34.46%	24.16%	18.36%	18.21%
DELKY Delek Group Ltd	6.13%	6.24%	12.56%	17.80%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both DELKY and AMZA in my portfolio?

DELKY and AMZA have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DELKY or AMZA?

DELKY has higher volatility (18.88%) compared to AMZA (5.43%). In terms of maximum drawdown, DELKY dropped -52.02% vs AMZA's -91.46%.

Which has better risk-adjusted returns?

AMZA currently has the higher Sharpe Ratio (1.20 vs 0.72), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.