Amplify Lithium & Battery Technology ETF

10-Year Study

BATT.US · · US · ETF

Executive Summary: Amplify Lithium & Battery Technology ETF has compounded at 8.5% annually over the last 10 years, with a maximum drawdown of 53.1% and an annualized volatility of 49.6%.

1Y CAGR
+105.1%
3Y CAGR
+14.0%
5Y CAGR
+2.7%
10Y CAGR
+8.5%

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 →
53.1%
Sharpe RatioSharpe RatioRisk-adjusted return: how much excess return you earn per unit of total risk (volatility).Click for full definition →
0.30
Sortino RatioSortino RatioLike Sharpe, but only penalizes downside volatility — a more accurate risk measure for asymmetric return distributions.Click for full definition →
0.48
Ann. VolatilityAnnualized VolatilityThe annualized standard deviation of an asset's returns — a measure of how much prices fluctuate.Click for full definition →
30.7%
Best YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2025 · +59.7%
Worst YearBest & Worst YearThe single calendar year with the highest and lowest return in the measured period.Click for full definition →
2022 · -32.2%
% Positive Years% Positive YearsThe percentage of calendar years in the measurement period where the asset delivered a positive return.Click for full definition →
57%

Annual Returns

Rolling 12-Month Returns

Rolling 12-Month Annualised Volatility

Historical Drawdowns

Monthly Returns

Monthly Returns Heatmap

YearJanFebMarAprMayJunJulAugSepOctNovDecAnn.
20269.97.2-8.413.94.3———————28.2%
20250.1-2.7-2.6-2.35.58.55.013.117.05.8-2.55.059.7%
2024-16.05.01.7-2.61.8-6.20.5-3.613.4-4.72.6-3.9-13.9%
202319.7-8.60.4-4.4-2.08.66.9-12.4-8.1-12.33.16.7-7.1%
2022-8.32.22.0-15.35.1-4.42.9-2.8-12.6-1.710.1-11.9-32.2%
20218.0-3.9-6.64.42.89.32.3-3.3-3.114.20.4-6.716.5%
2020-5.0-9.5-29.216.68.17.610.56.2-2.85.325.915.744.4%
2019————-8.44.0-2.6-7.64.7-1.0-1.78.8-4.7%

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 49.6%. The dominant macroeconomic risk driver is SHV.US, accounting for 70.5% of variance. Idiosyncratic stock-specific factors contribute 4.4%.

10-Year Historical Price Series (Growth of $10,000)
DateSimulated Value
2019-04-0110000
2019-05-019160.44813645232
2019-06-019531.045718768228
2019-07-019287.567632801656
2019-08-018585.795603113624
2019-09-018990.88842850534
2019-10-018903.996620874148
2019-11-018752.639942072126
2019-12-019526.017257678459
2020-01-019048.414023372286
2020-02-018188.748315465535
2020-03-015800.732143934671
2020-04-016764.5875656214175
2020-05-017311.684132188184
2020-06-017869.742743930647
2020-07-018692.398978216706
2020-08-019230.746022487278
2020-09-018970.27173803729
2020-10-019450.08749522296
2020-11-0111896.634953838728
2020-12-0113759.176941488826
2021-01-0114855.683166723655
2021-02-0114272.58281875415
2021-03-0113332.763441076493
2021-04-0113924.512742120402
2021-05-0114307.480338717138
2021-06-0115639.016835287726
2021-07-0115995.836434217672
2021-08-0115464.931512359955
2021-09-0114986.222016614034
2021-10-0117118.490657119295
2021-11-0117179.33503630549
2021-12-0116032.745338616569
2022-01-0114696.683227065188
2022-02-0115017.2979061488
2022-03-0115311.261741456645
2022-04-0112968.702858177283
2022-05-0113627.833537824086
2022-06-0113031.055775690407
2022-07-0113405.072711547356
2022-08-0113027.636422149364
2022-09-0111392.079168091397
2022-10-0111196.170324034032
2022-11-0112327.37293078826
2022-12-0110862.381076895226
2023-01-0113005.108916467203
2023-02-0111892.00876963614
2023-03-0111938.3711808838
2023-04-0111409.678781905586
2023-05-0111187.018524850653
2023-06-0112151.678500311764
2023-07-0112995.856548062031
2023-08-0111381.821107468268
2023-09-0110461.61272804071
2023-10-019178.751734819076
2023-11-019461.652955729427
2023-12-0110095.943037592773
2024-01-018476.175151356678
2024-02-018897.66075990104
2024-03-019050.827684695376
2024-04-018811.472936822414
2024-05-018974.294506909106
2024-06-018418.750125711527
2024-07-018457.167568437355
2024-08-018150.532011183297
2024-09-019242.412052215539
2024-10-018811.472936822414
2024-11-019041.273608624815
2024-12-018689.884747671824
2025-01-018699.740531407768
2025-02-018462.6988756361
2025-03-018245.46935655812
2025-04-018057.907757909769
2025-05-018499.30607236961
2025-06-019223.10276163083
2025-07-019687.229720216425
2025-08-0110961.039483476476
2025-09-0112827.403101554799
2025-10-0113567.994850855843
2025-11-0113222.439004766982
2025-12-0113878.552607759922
2026-01-0115256.350946356377
2026-02-0116352.555463925823
2026-03-0114974.757125329363
2026-04-0117056.540016493353
2026-05-0117790.695335599492
Annual Return Matrix
YearAnnual Return
20200.4443787544472715
20210.16524014530782893
2022-0.32248776815957847
2023-0.0705589349035729
2024-0.13926963382077528
20250.5970928281273506
20260.28188405797101446
Total Factor Risk
0.49582089048667527
VTI.US Exposure
0.0657265890507586
VEA.US Exposure
0.04776067537976373
VWO.US Exposure
0.03658162753852138
QQQ.US Exposure
0.04027889614317394
VTV.US Exposure
-0.014193837127005548
IJR.US Exposure
0.05023043493580931
QUAL.US Exposure
-0.07328978118717289
SHV.US Exposure
0.7051725032823997
TLT.US Exposure
0.00035257531240740685
LQD.US Exposure
0.07716147073014937
HYG.US Exposure
-0.011881439513810897
GLD.US Exposure
0.0059802501743169
USO.US Exposure
0.0015903038639119584
VNQ.US Exposure
0.0035488782472108396
BTC-USD.CC Exposure
0.008065714919361455
CPER.US Exposure
0.026055880199732293
VIX.INDX Exposure
0.0012933833094675405
UUP.US Exposure
-0.010121106551756635
TIP.US Exposure
-0.004179422471735175
Idiosyncratic Exposure
0.04386640376449675
Value Score
28.9
Growth Score
50
Profit Score
75
Health Score
21.2
Yield Score
21
Moat Score
40

Factor Risk Decomposition

Share of annualised volatility attributable to each macro factor.

Total Est. Vol
49.6%

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 →21.7x
Forward P/EForward P/E RatioA valuation metric that compares the current stock price to estimated future earnings per share.Click for full definition →Moderately Elevated21.7x
Dividend YieldDividend YieldAnnual dividend paid per share divided by the current share price — expressed as a percentage income return.Click for full definition →1.75%
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$40.8B
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
2.0/ 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
1.06
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 →
+12.2%
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 →
+28.4%
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 →
1.0% 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 →
1.47
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 →
60
OversoldNeutralOverbought
Neutral
Fibonacci LevelsFibonacci RetracementTechnical levels based on mathematical ratios that indicate potential support and resistance areas.Click for full definition →
38.2% retracement+23.9%
50.0% retracement+34.4%
61.8% retracement+46.8%
% distance of current price from each 52-week Fibonacci support level.

Frequently Asked Questions & Methodology

Is Amplify Lithium & Battery Technology ETF a high-risk investment?

Amplify Lithium & Battery Technology ETF (BATT.US) has an annualized volatility of 49.6% and experienced a maximum drawdown of 53.1% over the last 10 years. Its primary macro risk driver is SHV.US.

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

Over the past 10 years, BATT.US has generated a Compound Annual Growth Rate (CAGR) of 8.5%. It has had a positive return in 57% 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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