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ISIN
US0321085732
CUSIP
032108573
Issuer
Amplify
Inception Date
Mar 7, 2016
Region
Global (Broad)
Leveraged
1x (No leverage)
Index Tracked
Bloomberg AI Value Chain Index
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Growth
Assets Under Management
$113M

Highlights

Avg. Volume (1M)
12K
Avg. Volume Value (1M)
$1.23M

Share Price Chart


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Performance

AIVC Performance Chart

Amplify Bloomberg AI Value Chain ETF (AIVC) is up 51.8% since the beginning of the year. AIVC is currently trading at $103 per share. Investors who bought $1,000 worth of AIVC shares 5 years ago would now be looking at an investment worth $2,032.


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Benchmark

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Returns By Period

Amplify Bloomberg AI Value Chain ETF (AIVC) has returned 51.80% so far this year and 90.42% over the past 12 months. Looking at the last ten years, AIVC has achieved an annualized return of 14.90%, outperforming the S&P 500 Index benchmark, which averaged 13.26% per year.


Amplify Bloomberg AI Value Chain ETF

1D
2.05%
1M
-3.20%
6M
43.84%
YTD
51.80%
1Y
90.42%
3Y*
40.15%
5Y*
15.23%
10Y*
14.90%
ALL TIME*
14.99%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AIVC Monthly Returns History

Based on dividend-adjusted daily data since Mar 9, 2016, AIVC's average daily return is +0.07%, while the average monthly return is +1.43%. At this rate, an investment would double in approximately 4.1 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +29.4%, while the worst month was Mar 2020 at -19.1%. The longest winning streak lasted 9 consecutive months, and the longest losing streak was 4 months.

On a daily basis, AIVC closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +14.0%, while the worst single day was Mar 12, 2020 at -11.6%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.54%1.26%-4.75%29.37%28.00%0.94%-10.78%51.80%
20254.54%-3.94%-12.09%1.42%8.57%13.17%4.03%2.46%11.53%13.67%-7.22%1.46%39.94%
20240.99%11.15%1.39%-6.07%-0.19%3.44%1.77%0.11%3.76%-0.96%5.08%-2.66%18.22%
20239.29%-2.62%3.19%-4.98%9.69%5.24%6.24%-3.44%-3.76%-5.11%12.12%10.08%39.28%
2022-13.44%-3.92%0.86%-13.10%-6.36%-4.87%5.45%-1.96%-11.87%-1.43%3.41%1.30%-38.91%
20212.48%-0.88%-9.18%2.78%-3.25%8.65%-2.10%5.11%-3.69%4.91%-5.69%-5.07%-7.23%

Benchmark Metrics

Amplify Bloomberg AI Value Chain ETF has an annualized alpha of 1.34%, beta of 1.13, and R2 of 0.56 versus S&P 500 Index. Calculated based on daily prices since March 09, 2016.

  • This ETF captured 122.63% of S&P 500 Index gains and 119.18% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • With beta of 1.13 and R2 of 0.56, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
1.34%
Beta
1.13
0.56
Upside Capture
122.63%
Downside Capture
119.18%

Expense Ratio

AIVC has an expense ratio of 0.59%, placing it in the medium range.


Return for Risk

Risk / Return Rank

AIVC ranks 87 for risk / return — above 87% of ETFs peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.


AIVC Risk / Return Rank: 8787
Overall Rank
AIVC Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
AIVC Sortino Ratio Rank: 8585
Sortino Ratio Rank
AIVC Omega Ratio Rank: 8484
Omega Ratio Rank
AIVC Calmar Ratio Rank: 8989
Calmar Ratio Rank
AIVC Martin Ratio Rank: 8787
Martin Ratio Rank
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.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Amplify Bloomberg AI Value Chain ETF (AIVC) and compare them to S&P 500 Index.

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.


AIVCBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.03

Sortino ratioReturn per unit of downside risk

+0.90

Omega ratioGain probability vs. loss probability

1.36

1.25

+0.11

Calmar ratioReturn relative to maximum drawdown

3.70

2.00

+1.69

Martin ratioReturn relative to average drawdown

13.10

8.49

+4.61

Dividends

Dividend History

Amplify Bloomberg AI Value Chain ETF provided a 0.11% dividend yield over the last twelve months, with an annual payout of $0.12 per share.


0.00%0.20%0.40%0.60%0.80%1.00%1.20%$0.00$0.10$0.20$0.30$0.402016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022202120202019201820172016
Dividend$0.12$0.12$0.10$0.00$0.00$0.00$0.21$0.43$0.11$0.33$0.17

Dividend yield

0.11%0.17%0.21%0.00%0.00%0.00%0.39%1.16%0.38%0.92%0.64%

Monthly Dividends

The table displays the monthly dividend distributions for Amplify Bloomberg AI Value Chain ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12
2024$0.00$0.00$0.01$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.09$0.10
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

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 Amplify Bloomberg AI Value Chain 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 Amplify Bloomberg AI Value Chain ETF was 56.11%, occurring on Nov 9, 2022. Recovery took 708 trading sessions.

The current Amplify Bloomberg AI Value Chain ETF drawdown is 16.53%.


Drawdown

Fall

Recovery

Underwater

Related event

-56.11%Nov 2022
1y 9mo2y 10mo
4y 7moFeb 2021 - Sep 2025
Bear market2022
-41.60%Mar 2020
1mo 9d3mo 1d
4mo 10dFeb 2020 - Jun 2020
COVID crash2020
-28.59%Dec 2018
3mo 6d1y 20d
1y 3moSep 2018 - Jan 2020
Rate-hike selloffLate 2018
-23.29%Jul 2026
1mo 26d
2mo 1dJun 2026 - now
-14.11%Nov 2025
17d2mo 7d
2mo 24dNov 2025 - Jan 2026

Drawdown Indicators


AIVCBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-56.11%

-56.78%

+0.67%

Max Drawdown (1Y)

Largest decline over 1 year

-23.29%

-9.10%

-14.19%

Max Drawdown (3Y)

Largest decline over 3 years

-32.55%

-18.90%

-13.65%

Max Drawdown (5Y)

Largest decline over 5 years

-53.58%

-25.43%

-28.15%

Max Drawdown (10Y)

Largest decline over 10 years

-56.11%

-33.92%

-22.19%

Current Drawdown

Current decline from peak

-16.53%

-1.58%

-14.95%

Average Drawdown

Average peak-to-trough decline

-16.35%

-10.70%

-5.65%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.56%

2.14%

+4.42%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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