Amplify Bloomberg AI Value Chain ETF

10-Year Study

AIVC.US · · US · ETF

Executive Summary: Amplify Bloomberg AI Value Chain ETF has compounded at 15.2% annually over the last 10 years, with a maximum drawdown of 47.8% and an annualized volatility of 33.4%.

1Y CAGR
+93.8%
3Y CAGR
+41.5%
5Y CAGR
+13.8%
10Y CAGR
+15.2%

History & Riski10-year historical performance analysis including CAGR, Max Drawdown, Sharpe & Sortino ratios, annual returns, and rolling volatility — all computed from daily market data.

10-Year Growth of $10,000

Max DrawdownMax DrawdownThe largest peak-to-trough decline in the asset's value over the measurement period.Click for full definition →
47.8%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.54
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.93
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
24.5%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2026 · +44.0%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -38.9%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
70%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20265.51.3-4.729.49.3———————44.0%
20254.5-3.9-12.11.48.613.24.02.511.513.7-7.21.539.9%
20241.011.21.4-6.1-0.23.41.80.13.8-1.05.1-2.718.2%
20239.3-2.63.2-5.09.75.26.2-3.4-3.8-5.112.110.139.3%
2022-13.4-3.90.9-13.1-6.4-4.95.5-2.0-11.9-1.43.41.3-38.9%
20212.5-0.9-9.22.8-3.38.6-2.15.1-3.74.9-5.7-5.1-7.2%
20202.5-11.6-19.115.217.59.64.93.5-3.0-3.817.19.641.4%
201911.46.4-3.54.7-6.67.4-1.30.14.3-1.02.51.827.8%
20183.6-2.3-5.40.20.62.00.13.56.0-13.2-4.9-8.8-18.6%
2017-0.42.71.54.56.70.73.88.92.11.9-5.34.235.6%
2016————-1.4-3.37.63.5-3.3-5.35.70.53.3%

Risk X-RayiA 19-factor macroeconomic risk decomposition showing exactly which market forces (equity beta, rates, inflation, credit, commodity, crypto) drive this asset's volatility. Powered by multivariate regression against daily factor returns.

Risk Profile Insight: This asset has an estimated annualized volatility of 33.4%. The dominant macroeconomic risk driver is VTI.US, accounting for 45.6% of variance. Idiosyncratic stock-specific factors contribute 7.6%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2016-04-0110000
2016-05-019859.152134744063
2016-06-019531.221475231572
2016-07-0110257.526570201688
2016-08-0110613.991919801249
2016-09-0110265.503583703081
2016-10-019721.836379943963
2016-11-0110278.481113130721
2016-12-0110334.32020764047
2017-01-0110294.07796042449
2017-02-0110573.749672585269
2017-03-0110730.82937128434
2017-04-0111217.347821600642
2017-05-0111972.068546754825
2017-06-0112060.688801225526
2017-07-0112517.640708962037
2017-08-0113628.350544103758
2017-09-0113920.563232714487
2017-10-0114189.876733313758
2017-11-0113443.450514735649
2017-12-0114008.786620841833
2018-01-0114519.871097811681
2018-02-0114190.74983926913
2018-03-0113419.479787597134
2018-04-0113446.546072213801
2018-05-0113520.918824958133
2018-06-0113795.47096128966
2018-07-0113803.249541619374
2018-08-0114284.569042837753
2018-09-0115145.13402176415
2018-10-0113143.340185892195
2018-11-0112502.87728098931
2018-12-0111401.096938573028
2019-01-0112696.587743179853
2019-02-0113506.51257669442
2019-03-0113040.393056426457
2019-04-0113658.55207283291
2019-05-0112752.268091152262
2019-06-0113694.03192392866
2019-07-0113511.036853008645
2019-08-0113520.045719002756
2019-09-0114106.772921015663
2019-10-0113963.861350774287
2019-11-0114306.436378356497
2019-12-0114568.447538238073
2020-01-0114932.850214704691
2020-02-0113199.258653670617
2020-03-0110677.33178820037
2020-04-0112304.999722193561
2020-05-0114464.27012310794
2020-06-0115846.595283640378
2020-07-0116627.50918745585
2020-08-0117205.664076452333
2020-09-0116682.713295816236
2020-10-0116055.624786684344
2020-11-0118799.003071745497
2020-12-0120606.729265717895
2021-01-0121117.535936247394
2021-02-0120930.929381602862
2021-03-0119009.4216069912
2021-04-0119537.25384365054
2021-05-0118901.51364823355
2021-06-0120535.967996698073
2021-07-0120104.613968107824
2021-08-0121131.426258264746
2021-09-0120352.496686166032
2021-10-0121352.044258534614
2021-11-0120136.6410820164
2021-12-0119116.57551969648
2022-01-0116547.3818727329
2022-02-0115899.37850730631
2022-03-0116035.781469516696
2022-04-0113935.921960202244
2022-05-0113049.084429345885
2022-06-0112414.09827998127
2022-07-0113090.99351520395
2022-08-0112834.776603935326
2022-09-0111310.611412288572
2022-10-0111148.88837737227
2022-11-0111529.245080841674
2022-12-0111679.101812091725
2023-01-0112764.015334915508
2023-02-0112429.933247081048
2023-03-0112825.688364672547
2023-04-0112187.56697119544
2023-05-0113368.164969401605
2023-06-0114067.95939263575
2023-07-0114946.50241691603
2023-08-0114431.727082953003
2023-09-0113889.250478223947
2023-10-0113179.931262749331
2023-11-0114776.881741767007
2023-12-0116266.281441736055
2024-01-0116427.607610309
2024-02-0118259.780771031936
2024-03-0118513.973663949455
2024-04-0117390.087866208418
2024-05-0117357.66388595649
2024-06-0117955.582718851947
2024-07-0118272.718613825236
2024-08-0118293.712843388603
2024-09-0118981.00597680713
2024-10-0118799.876177700877
2024-11-0119754.89534634526
2024-12-0119230.51584687309
2025-01-0120102.550263122386
2025-02-0119311.357521014073
2025-03-0116976.9896894124
2025-04-0117218.24473953662
2025-05-0118693.27787787629
2025-06-0121154.841372522562
2025-07-0122008.26275726861
2025-08-0122549.072523355586
2025-09-0125148.110519339298
2025-10-0128586.67957805171
2025-11-0126524.085818378087
2025-12-0126910.31614372912
2026-01-0128400.15239667585
2026-02-0128757.332105693444
2026-03-0127392.508750902874
2026-04-0135438.97386238263
2026-05-0138748.045433258994
Annual Return Matrix
YearAnnual Return
20170.3555595665097273
2018-0.18614672011558564
20190.2778110401771108
20200.4144766771909656
2021-0.07231393817069698
2022-0.38905889289332507
20230.3927681857259848
20240.18223184049498853
20250.3993548773214408
20260.4398955860014453
Total Factor Risk
0.3341041642863624
VTI.US Exposure
0.4562431072327542
VEA.US Exposure
0.10754388976803383
VWO.US Exposure
0.06187271112795409
QQQ.US Exposure
0.11291336448722933
VTV.US Exposure
-0.09064870156152216
IJR.US Exposure
0.07977208596348258
QUAL.US Exposure
-0.13395001844594093
SHV.US Exposure
0.2797922815490278
TLT.US Exposure
0.03922423529398585
LQD.US Exposure
0.03199182480025222
HYG.US Exposure
-0.03010483086169603
GLD.US Exposure
-0.0005563023602188651
USO.US Exposure
-0.0014304159114887074
VNQ.US Exposure
0.03284667606949093
BTC-USD.CC Exposure
0.009814354865264113
CPER.US Exposure
-0.00001726030722824657
VIX.INDX Exposure
-0.019254766002692943
UUP.US Exposure
-0.005190933265466009
TIP.US Exposure
-0.007131064352585862
Idiosyncratic Exposure
0.07626976191136471
Value Score
50
Growth Score
50
Profit Score
37.5
Health Score
23.6
Yield Score
0
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
33.4%

FundamentalsiCompany financial health metrics: P/E valuation, dividend yield, Piotroski F-Score (9-point profitability signal), Altman Z-Score (bankruptcy risk proxy), and a radar chart across 6 fundamental dimensions. Note: ETFs may show N/A for some metrics.

Fundamental Dimensions

Core Valuation

P/E Ratio (TTM)P/E RatioPrice-to-Earnings ratio — the market price of a stock divided by its earnings per share, a key valuation measure.Click for full definition →N/A
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →No estimate availableN/A
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →0.00%
Squeeze RiskShort Squeeze RiskA situation where a sharp rise in the price of a stock forces short sellers to buy shares to cover their positions, further driving up the price.Click for full definition →Low
Market Cap$0
Piotroski F-ScorePiotroski F-ScoreA 9-point scoring system evaluating a company's financial strength across profitability, leverage, and operating efficiency.Click for full definition →
9-point profitability signal
0.0/ 9
Weak
Altman Z-ScoreAltman Z-ScoreA bankruptcy prediction model that combines 5 financial ratios into a single score indicating financial distress risk.Click for full definition →
Bankruptcy risk proxy
1.18
Distress Zone
Income Simulation

Based on $10,000 initial investment.

Total Income Generated
$0
Avg Yield on Cost
0.00%

Momentum & MacroiPrice momentum indicators: distance from 50/200-Day SMA, 52-Week High proximity, Golden Cross trend signal, RSI momentum gauge, Fibonacci retracement levels, and Beta (market sensitivity).

vs 50-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+18.6%
Above/below 50-day moving average
vs 200-Day SMAMoving Averages (SMA)A rolling average of an asset's price over a defined window — used to identify trends and momentum signals.Click for full definition →
+38.9%
Above/below 200-day moving average
vs 52-Week High52-Week HighThe highest price an asset reached in the past 52 weeks — a key reference for momentum and valuation context.Click for full definition →
5.3% from high
Distance from 52-week high
BetaBetaA measure of an asset's sensitivity to broad market movements relative to a benchmark (e.g. S&P 500).Click for full definition →
1.51
Market sensitivity coefficient
Trend SignalGolden Cross & Death CrossTechnical chart patterns that occur when a short-term moving average crosses over a long-term moving average.Click for full definition →
✦ Golden Cross
Bullish — 50 SMA above 200 SMA
RSI (14-Day)Relative Strength Index (RSI)A momentum oscillator that measures the speed and change of price movements to identify overbought or oversold conditions.Click for full definition →
68
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement+19.6%
50.0% retracement+30.2%
61.8% retracement+42.7%
% distance of current price from each 52-week Fibonacci support level.

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Frequently Asked Questions & Methodology

Is Amplify Bloomberg AI Value Chain ETF a high-risk investment?

Amplify Bloomberg AI Value Chain ETF (AIVC.US) has an annualized volatility of 33.4% and experienced a maximum drawdown of 47.8% over the last 10 years. Its primary macro risk driver is VTI.US.

What is the 10-year return of AIVC.US?

Over the past 10 years, AIVC.US has generated a Compound Annual Growth Rate (CAGR) of 15.2%. It has had a positive return in 70% of the years measured.

Data Methodology & Trust

The risk and return information on this page is pre-calculated mathematically using daily market data spanning a 10-year period. Fundamentals (such as P/E Ratio, Market Cap, and Dividend Yield) represent trailing averages and may not immediately reflect real-time live market fluctuations. Advanced scoring models like the Piotroski F-Score and Altman Z-Score are proxies applied to publicly available trailing-twelve-month financial statements and may not account for recent off-balance-sheet events, qualitative company shifts, or sector-specific capital structures. Macroeconomic factor exposures are estimated via multivariate regression against standard market indices. This data is provided for quantitative insight and backtesting research, and should not be misconstrued as tailored financial advice.

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