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WisdomTree Battery Metals (AMPS.L)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINXS2425842106
WKNA3GWVT
IssuerWisdomTree
Inception DateMar 3, 2022
CategoryMetals
Index TrackedWisdomTree Battery Metals Commodity
DomicileIreland
Distribution PolicyAccumulating
Asset ClassCommodity

Expense Ratio

The WisdomTree Battery Metals has a high expense ratio of 0.45%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.45%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


WisdomTree Battery Metals

Popular comparisons: AMPS.L vs. LIT, AMPS.L vs. TQQQ, AMPS.L vs. MSFT

Performance

Performance Chart

The chart shows the growth of an initial investment of £10,000 in WisdomTree Battery Metals, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
5.45%
13.33%
AMPS.L (WisdomTree Battery Metals)
Benchmark (^GSPC)

S&P 500

Returns By Period

WisdomTree Battery Metals had a return of 8.97% year-to-date (YTD) and -10.64% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date8.97%5.90%
1 month7.00%-1.28%
6 months5.46%15.51%
1 year-10.64%21.68%
5 years (annualized)N/A11.74%
10 years (annualized)N/A10.50%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2024-2.18%1.80%-0.38%
20233.57%-3.48%-7.19%2.68%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AMPS.L is 6, indicating that it is in the bottom 6% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of AMPS.L is 66
WisdomTree Battery Metals(AMPS.L)
The Sharpe Ratio Rank of AMPS.L is 55Sharpe Ratio Rank
The Sortino Ratio Rank of AMPS.L is 55Sortino Ratio Rank
The Omega Ratio Rank of AMPS.L is 55Omega Ratio Rank
The Calmar Ratio Rank of AMPS.L is 55Calmar Ratio Rank
The Martin Ratio Rank of AMPS.L is 1010Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for WisdomTree Battery Metals (AMPS.L) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


AMPS.L
Sharpe ratio
The chart of Sharpe ratio for AMPS.L, currently valued at -0.65, compared to the broader market0.002.004.00-0.65
Sortino ratio
The chart of Sortino ratio for AMPS.L, currently valued at -0.85, compared to the broader market-2.000.002.004.006.008.0010.00-0.85
Omega ratio
The chart of Omega ratio for AMPS.L, currently valued at 0.91, compared to the broader market1.001.502.002.500.91
Calmar ratio
The chart of Calmar ratio for AMPS.L, currently valued at -0.31, compared to the broader market0.002.004.006.008.0010.0012.00-0.31
Martin ratio
The chart of Martin ratio for AMPS.L, currently valued at -0.62, compared to the broader market0.0020.0040.0060.0080.00-0.62
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.89, compared to the broader market0.002.004.001.89
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.74, compared to the broader market-2.000.002.004.006.008.0010.002.74
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.002.501.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.43, compared to the broader market0.002.004.006.008.0010.0012.001.43
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.62, compared to the broader market0.0020.0040.0060.0080.007.62

Sharpe Ratio

The current WisdomTree Battery Metals Sharpe ratio is -0.65. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.00NovemberDecember2024FebruaryMarchApril
-0.65
1.73
AMPS.L (WisdomTree Battery Metals)
Benchmark (^GSPC)

Dividends

Dividend History


WisdomTree Battery Metals doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-23.87%
-2.55%
AMPS.L (WisdomTree Battery Metals)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the WisdomTree Battery Metals. 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 WisdomTree Battery Metals was 34.22%, occurring on Feb 9, 2024. The portfolio has not yet recovered.

The current WisdomTree Battery Metals drawdown is 23.87%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-34.22%Nov 16, 2022311Feb 9, 2024
-22.46%Jun 1, 20226Jul 14, 202286Nov 15, 202292
-2.91%May 23, 20222May 24, 20222May 30, 20224
-2.48%May 12, 20223May 17, 20221May 20, 20224

Volatility

Volatility Chart

The current WisdomTree Battery Metals volatility is 5.00%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%NovemberDecember2024FebruaryMarchApril
5.00%
4.15%
AMPS.L (WisdomTree Battery Metals)
Benchmark (^GSPC)