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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in Legal & General Battery Value-Chain UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Different Benchmark Currency
BATE.DE is traded in EUR, while the ^GSPC benchmark is in USD. To make them comparable, the benchmark values have been converted to EUR using the latest available exchange rates.
Returns By Period
Legal & General Battery Value-Chain UCITS ETF (BATE.DE) has returned 12.12% so far this year and 120.26% over the past 12 months.
Legal & General Battery Value-Chain UCITS ETF
- 1D
- -0.09%
- 1M
- 6.51%
- YTD
- 12.12%
- 6M
- 29.98%
- 1Y
- 120.26%
- 3Y*
- 20.02%
- 5Y*
- 13.84%
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.52%
- 1M
- -3.08%
- YTD
- -2.14%
- 6M
- -0.28%
- 1Y
- 23.19%
- 3Y*
- 14.66%
- 5Y*
- 10.81%
- 10Y*
- 12.14%
Monthly Returns
Based on dividend-adjusted daily data since Feb 7, 2018, BATE.DE's average daily return is +0.07%, while the average monthly return is +1.52%. At this rate, your investment would double in approximately 3.8 years.
Historically, 66% of months were positive and 34% were negative. The best month was Nov 2020 with a return of +25.2%, while the worst month was Mar 2020 at -13.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BATE.DE closed higher 54% of trading days. The best single day was Mar 24, 2020 with a return of +11.6%, while the worst single day was Mar 12, 2020 at -10.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 6.28% | 6.61% | -4.49% | 3.61% | 12.12% | ||||||||
| 2025 | 3.07% | -3.80% | -9.82% | -2.29% | 6.04% | 3.22% | 10.49% | 7.79% | 11.53% | 15.24% | 2.61% | 3.16% | 54.96% |
| 2024 | -6.62% | 6.68% | 4.49% | 1.24% | 0.98% | -5.20% | -1.00% | -3.26% | 4.09% | -2.55% | 3.55% | 2.95% | 4.46% |
| 2023 | 11.85% | 0.23% | -0.77% | -3.64% | 5.07% | 8.71% | -1.92% | -5.52% | -4.25% | -11.81% | 4.23% | 5.47% | 5.33% |
| 2022 | -3.49% | -1.96% | 2.56% | -2.81% | 1.18% | -11.46% | 12.31% | 2.46% | -5.37% | 4.80% | 5.68% | -10.82% | -9.13% |
| 2021 | 4.38% | 3.19% | 5.21% | 2.15% | -0.72% | 3.73% | 1.05% | 0.84% | 0.32% | 3.36% | -1.39% | 1.41% | 25.95% |
Benchmark Metrics
Legal & General Battery Value-Chain UCITS ETF has an annualized alpha of 11.50%, beta of 0.56, and R² of 0.23 versus S&P 500 Index. Calculated based on daily prices since February 08, 2018.
- This ETF captured 104.28% of S&P 500 Index gains but only 83.17% of its losses — a favorable profile for investors.
- Beta of 0.56 may look defensive, but with R² of 0.23 this ETF is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
- R² of 0.23 means this ETF moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 11.50%
- Beta
- 0.56
- R²
- 0.23
- Upside Capture
- 104.28%
- Downside Capture
- 83.17%
Expense Ratio
BATE.DE has an expense ratio of 0.49%, placing it in the medium range.
Return for Risk
Risk / Return Rank
BATE.DE ranks 97 for risk / return — in the top 97% of ETFs 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.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Legal & General Battery Value-Chain UCITS ETF (BATE.DE) and compare them to a chosen benchmark (S&P 500 Index).
| BATE.DE | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.07 | 0.43 | +2.64 |
Sortino ratioReturn per unit of downside risk | 3.51 | 0.73 | +2.78 |
Omega ratioGain probability vs. loss probability | 1.49 | 1.12 | +0.37 |
Calmar ratioReturn relative to maximum drawdown | 8.34 | 0.64 | +7.70 |
Martin ratioReturn relative to average drawdown | 27.67 | 2.67 | +25.00 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore BATE.DE risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
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 Legal & General Battery Value-Chain UCITS 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 Legal & General Battery Value-Chain UCITS ETF was 36.39%, occurring on Mar 18, 2020. Recovery took 79 trading sessions.
The current Legal & General Battery Value-Chain UCITS ETF drawdown is 4.70%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.39% | Feb 13, 2020 | 25 | Mar 18, 2020 | 79 | Jul 13, 2020 | 104 |
| -34.03% | Jul 4, 2023 | 451 | Apr 9, 2025 | 96 | Aug 26, 2025 | 547 |
| -21.59% | Nov 23, 2021 | 157 | Jul 5, 2022 | 161 | Feb 16, 2023 | 318 |
| -18.05% | May 18, 2018 | 155 | Dec 27, 2018 | 244 | Dec 13, 2019 | 399 |
| -12.82% | Feb 26, 2026 | 17 | Mar 20, 2026 | — | — | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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