INFL ETF Analysis: Horizon Kinetics Inflation | NYSE

Global Small/Mid Stock | NYSE, USA | Market Cap: 1.476m USD | 12M Return: 22.9% | Charts, Fundamentals & Technical Analysis

Common Stocks, MLPs, Royalty Trusts, Foreign Equities
Total Rating 54
Safety 49
Buy Signal -0.33
Global Small/Mid Stock
Category Rotation: +3.4
TER: 0.85%
AUM: 1.48B
Avg Turnover: 5.30M
Risk 3d forecast
Volatility14.4%
VaR 5th Pctl2.70%
VaR vs Median3.99%
Reward TTM
Sharpe Ratio1.02
Rel. Str. IBD44.8
Rel. Str. Peer Group50
Character TTM
Beta0.641
Beta Downside0.727
Hurst Exponent0.494
Drawdowns 3y
Max DD15.56%
CAGR/Max DD1.18
CAGR/Mean DD5.52

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 5.4 years of data

Jan +0.2% 9
Feb +1.2% 29
Mar +2.0% 11
Apr -1.5% 30
May -0.2% 9
Jun -1.7% 25
Jul +6.2% 27
Aug -1.0% 0
Sep -2.0% 0
Oct +0.9% 0
Nov +5.0% 54
Dec -2.3% 22

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: INFL Horizon Kinetics Inflation

Horizon Kinetics Inflation Beneficiaries ETF (INFL) is an actively-managed ETF that invests primarily in equity securities of domestic and foreign companies expected to benefit from rising prices. The fund holds a mix of common stocks, publicly traded Master Limited Partnerships (MLPs), and royalty trust units, allowing it to gain exposure across multiple asset structures tied to inflation-sensitive industries.

The fund is classified as non-diversified, meaning it may concentrate holdings in a smaller number of positions. MLPs are typically associated with energy infrastructure such as pipelines and storage, while royalty trusts commonly derive revenue from oil, gas, or mineral production, both of which can serve as indirect inflation hedges through their tie to commodity prices and physical asset cash flows.

Listed on the NYSE since its 2021 inception, INFL operates within the Global Small/Mid Stock ETF category and employs an active management approach, in contrast to passively index-tracking funds. Active strategies typically allow portfolio managers greater discretion to shift sector exposure in response to changing macroeconomic conditions.

Headlines to Watch Out For
  • Hot CPI prints lift commodity-linked ETF holdings
  • Oil price recovery boosts energy and MLP positions
  • Fed rate policy shifts drive real asset equity flows
What is the price of INFL shares?

As of July 28, 2026, the stock is trading at USD 50.70 with a total of 50,984 shares traded. Over the past week, the price has changed by +1.40%, over one month by +3.01%, over three months by -4.43% and over the past year by +22.88%.

Current recommended Stop Loss: 49.50 (which is 2.4% or 2 ATR below the current price).

Is INFL a buy, sell or hold?

Horizon Kinetics Inflation has no consensus analysts rating.