PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Amplify Lithium & Battery Technology ETF (BATT)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISIN

US0321088058

CUSIP

032108805

Issuer

Amplify Investments

Inception Date

Jun 6, 2018

Region

Global (Broad)

Leveraged

1x

Index Tracked

No Index (Active)

Asset Class

Equity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Share Price Chart


Loading data...

Compare to other instruments

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


Popular comparisons:
BATT vs. LIT BATT vs. TDV BATT vs. TLT BATT vs. BND BATT vs. VOO BATT vs. SCHD BATT vs. FTEC BATT vs. IDRV BATT vs. IVW BATT vs. ICLN
Popular comparisons:
BATT vs. LIT BATT vs. TDV BATT vs. TLT BATT vs. BND BATT vs. VOO BATT vs. SCHD BATT vs. FTEC BATT vs. IDRV BATT vs. IVW BATT vs. ICLN

Performance

Performance Chart

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


-15.00%-10.00%-5.00%0.00%5.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-0.65%
12.93%
BATT (Amplify Lithium & Battery Technology ETF)
Benchmark (^GSPC)

Returns By Period

Amplify Lithium & Battery Technology ETF had a return of -12.06% year-to-date (YTD) and -6.80% in the last 12 months.


BATT

YTD

-12.06%

1M

0.32%

6M

-0.64%

1Y

-6.80%

5Y (annualized)

0.45%

10Y (annualized)

N/A

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of BATT, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-16.04%4.97%1.72%-2.65%1.85%-6.19%0.46%-3.62%13.40%-4.66%-12.06%
202319.73%-8.56%0.39%-4.43%-1.95%8.62%6.95%-12.42%-8.08%-12.26%3.08%6.71%-7.05%
2022-8.33%2.18%1.96%-15.30%5.08%-4.38%2.87%-2.82%-12.55%-1.72%10.10%-11.89%-32.25%
20217.97%-3.92%-6.58%4.44%2.75%9.31%2.28%-3.32%-3.10%14.23%0.36%-6.68%16.52%
2020-5.01%-9.50%-29.16%16.62%8.09%7.63%10.45%6.19%-2.82%5.35%25.89%15.65%44.43%
20199.77%3.72%-4.97%-5.31%-8.40%4.05%-2.55%-7.56%4.72%-0.97%-1.70%8.83%-2.40%
2018-13.78%-3.48%-9.98%1.25%-16.32%1.01%-10.24%-42.45%

Expense Ratio

BATT features an expense ratio of 0.59%, falling within the medium range.


Expense ratio chart for BATT: current value at 0.59% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.59%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BATT is 4, indicating that it is in the bottom 4% of ETFs on our website 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 BATT is 44
Combined Rank
The Sharpe Ratio Rank of BATT is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of BATT is 44
Sortino Ratio Rank
The Omega Ratio Rank of BATT is 44
Omega Ratio Rank
The Calmar Ratio Rank of BATT is 44
Calmar Ratio Rank
The Martin Ratio Rank of BATT is 44
Martin 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 Amplify Lithium & Battery Technology ETF (BATT) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BATT, currently valued at -0.30, compared to the broader market0.002.004.00-0.302.54
The chart of Sortino ratio for BATT, currently valued at -0.27, compared to the broader market-2.000.002.004.006.008.0010.00-0.273.40
The chart of Omega ratio for BATT, currently valued at 0.97, compared to the broader market0.501.001.502.002.503.000.971.47
The chart of Calmar ratio for BATT, currently valued at -0.13, compared to the broader market0.005.0010.0015.00-0.133.66
The chart of Martin ratio for BATT, currently valued at -0.55, compared to the broader market0.0020.0040.0060.0080.00100.00-0.5516.26
BATT
^GSPC

The current Amplify Lithium & Battery Technology ETF Sharpe ratio is -0.30. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Amplify Lithium & Battery Technology ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.30
2.54
BATT (Amplify Lithium & Battery Technology ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Amplify Lithium & Battery Technology ETF provided a 3.67% dividend yield over the last twelve months, with an annual payout of $0.34 per share.


0.00%1.00%2.00%3.00%4.00%$0.00$0.10$0.20$0.30$0.40$0.50201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$0.34$0.34$0.49$0.42$0.03$0.35$0.10

Dividend yield

3.67%3.23%4.14%2.32%0.22%3.22%0.90%

Monthly Dividends

The table displays the monthly dividend distributions for Amplify Lithium & Battery Technology ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.34$0.34
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.49$0.49
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.42$0.42
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2019$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.35$0.35
2018$0.10$0.10

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-50.38%
-0.88%
BATT (Amplify Lithium & Battery Technology ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Amplify Lithium & Battery Technology 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 Lithium & Battery Technology ETF was 69.38%, occurring on Mar 23, 2020. Recovery took 402 trading sessions.

The current Amplify Lithium & Battery Technology ETF drawdown is 50.38%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-69.38%Jun 7, 2018451Mar 23, 2020402Oct 25, 2021853
-57.77%Nov 9, 2021689Aug 7, 2024
-2.51%Oct 26, 20212Oct 27, 20211Oct 28, 20213
-1.45%Nov 2, 20211Nov 2, 20212Nov 4, 20213
-0.99%Nov 5, 20211Nov 5, 20211Nov 8, 20212

Volatility

Volatility Chart

The current Amplify Lithium & Battery Technology ETF volatility is 8.31%, 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%4.00%6.00%8.00%10.00%12.00%JuneJulyAugustSeptemberOctoberNovember
8.31%
3.96%
BATT (Amplify Lithium & Battery Technology ETF)
Benchmark (^GSPC)