Solactive Battery Energy Storage Performance-Index

The chart shows the growth of an initial investment of $10,000 in Solactive Battery Energy Storage Performance-Index, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Every 3 months.

Based on dividend-adjusted daily data since Aug 17, 2020, Solactive Battery Energy Storage Performance-Index's average daily return is +0.11%, while the average monthly return is +2.41%. At this rate, an investment would double in approximately 2.4 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 2020 with a return of +46.2%, while the worst month was Jun 2022 at -17.3%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 5 months.

On a daily basis, Solactive Battery Energy Storage Performance-Index closed higher 51% of trading days. The best single day was Dec 22, 2020 with a return of +11.8%, while the worst single day was Mar 3, 2026 at -7.5%.

Solactive Battery Energy Storage Performance-Index has an annualized alpha of 9.32%, beta of 1.21, and R2 of 0.44 versus S&P 500 Index. Calculated based on daily prices since August 17, 2020.

• This portfolio captured 173.07% of S&P 500 Index gains and 129.94% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• R2 of 0.44 means the benchmark explains less than half of this portfolio's behavior - treat beta with caution or consider switching to a more representative benchmark.

Solactive Battery Energy Storage Performance-Index has an expense ratio of 0.00%, meaning no management fees are charged. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.

Solactive Battery Energy Storage Performance-Index ranks 96 for risk / return — in the top 96% of Portfolios on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk. Learn how to interpret the Sharpe ratio.

The current Solactive Battery Energy Storage Performance-Index Sharpe ratio is 4.21 as of Jun 19, 2026 (the value is recalculated daily), calculated over the past 12 months.

Compared to the broad market, where average Sharpe ratios range from 1.65 to 2.55, this portfolio's current Sharpe ratio is in the top 25%. This signifies superior risk-adjusted performance, meaning the portfolio is delivering strong returns for the level of risk taken compared to most others.

The chart below shows the rolling Sharpe ratio of Solactive Battery Energy Storage Performance-Index compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Solactive Battery Energy Storage Performance-Index provided a 0.51% dividend yield over the last twelve months.

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.

The table below displays the maximum drawdowns of the Solactive Battery Energy Storage Performance-Index. 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 Solactive Battery Energy Storage Performance-Index was 43.74%, occurring on Apr 8, 2025. Recovery took 128 trading sessions.

The current Solactive Battery Energy Storage Performance-Index drawdown is 6.19%.

The chart below shows the rolling one-month volatility.