DELKY vs. AMZA
DELKY (Delek Group Ltd) is a stock, while AMZA (InfraCap MLP ETF) is MLPs fund actively managed by Virtus Investment Partners. Over the past 5 years, DELKY returned 50.61%/yr vs 18.45%/yr for AMZA. At a 0.09 correlation, their price movements are largely independent.
Performance
DELKY vs. AMZA - Performance Comparison
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Returns By Period
In the year-to-date period, DELKY achieves a 12.63% return, which is significantly lower than AMZA's 19.38% return.
DELKY
- 1D
- -0.70%
- 1M
- -15.08%
- YTD
- 12.63%
- 6M
- 11.33%
- 1Y
- 53.41%
- 3Y*
- 46.43%
- 5Y*
- 50.61%
- 10Y*
- —
AMZA
- 1D
- -0.17%
- 1M
- -5.71%
- YTD
- 19.38%
- 6M
- 19.96%
- 1Y
- 13.76%
- 3Y*
- 21.59%
- 5Y*
- 18.45%
- 10Y*
- 4.73%
DELKY vs. AMZA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
DELKY Delek Group Ltd | 12.63% | 121.25% | 15.07% | 43.97% | 33.76% | 154.77% |
AMZA InfraCap MLP ETF | 19.38% | 0.17% | 30.90% | 23.35% | 33.20% | 31.15% |
Correlation
The correlation between DELKY and AMZA is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.10 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2021 | 0.09 |
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Return for Risk
DELKY vs. AMZA — Risk / Return Rank
DELKY
AMZA
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 ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | +0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.14 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 1.44 | 1.14 | +0.30 |
| Martin ratioReturn relative to average drawdown | 4.67 | 2.79 | +1.88 |
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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.
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Drawdown Indicators
| DELKY | AMZA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -52.02% | -91.46% | +39.44% |
Max Drawdown (1Y)Largest decline over 1 year | -37.37% | -12.16% | -25.21% |
Max Drawdown (3Y)Largest decline over 3 years | -37.37% | -18.56% | -18.81% |
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 DrawdownCurrent decline from peak | -37.37% | -12.27% | -25.10% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -44.86% | +28.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.48% | 4.95% | +6.53% |
Volatility
DELKY vs. AMZA - Volatility Comparison
Delek Group Ltd (DELKY) has a higher volatility of 20.11% compared to InfraCap MLP ETF (AMZA) at 5.05%. 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.
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Volatility by Period
| DELKY | AMZA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 20.11% | 5.05% | +15.06% |
Volatility (6M)Calculated over the trailing 6-month period | 59.15% | 13.40% | +45.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 66.05% | 17.75% | +48.30% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.86% | 25.64% | +31.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 64.42% | 37.21% | +27.21% |
Dividends
DELKY vs. AMZA - Dividend Comparison
DELKY's dividend yield for the trailing twelve months is around 6.19%, less than AMZA's 8.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMZA InfraCap MLP ETF | 8.38% | 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 | 6.19% | 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
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.
DELKY has higher volatility (20.11%) compared to AMZA (5.05%). In terms of maximum drawdown, DELKY dropped -52.02% vs AMZA's -91.46%.
DELKY currently has the higher Sharpe Ratio (0.81 vs 0.78), 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.
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