Amplify Lithium & Battery Technology ETF
Ticker
BATT
ISIN
US032108805
Price
USD 9.36
Change Today
-0.07 / -0.756 %
Price 1 year ago
9.91 / -5.543 %
Morningstar
1
52 Week Low
7.89
52 Week High
10.63
200 Day Moving Average 9.10
9.10
50-day Moving Average
9.41
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.05 |
| Sortino Ratio | -0.16 |
| Maximum Drawdown | -7.02% |
| Maximum Drawdown Date | 2024-01-09 |
| Calmar Ratio | -0.63 |
1 year
| Parameter | Value |
|---|---|
| Treynor Ratio | - |
| Return | 0.03 |
| Volatility | 7.949% |
| Alpha | +0.86 |
| Beta | -- |
| R Squared | +64.12 |
History
| Parameter | Value |
|---|---|
| Average Annual Return | -4.71% |
| Average Annual Volatility | 30.736% |
| Sharpe Ratio | -0.15 |
| Sortino Ratio | -0.35 |
| Maximum Drawdown | -69.0% |
| Maximum Drawdown Date | 2020-03-23 |
| Calmar Ratio | 0.09 |
Company information
Summary
The investment seeks investment results that generally correspond to the price and yield of the EQM Lithium & Battery Technology Index. The fund will normally invest at least 80% of its net assets in the securities that comprise the index. The index seeks to provide exposure to global companies deriving material revenue associated with the development, production and use of lithium battery technology. It is non-diversified.
Market
US
Category
Natural Resources
Expense Ratio
0.59%
Fund family
Amplify ETFs
Morningstar
1
Yield
0.0208
Exchange
PCX
| Sector | Weight |
|---|---|
| Basic materials | 37.99% |
| Consumer cyclical | 28.08% |
| Industrials | 24.73% |
| Technology | 8.95% |
| Realestate | 0.00% |
| Consumer defensive | 0.00% |
| Communication services | 0.00% |
| Financial services | 0.00% |
| Utilities | 0.00% |
| Energy | 0.00% |
| Healthcare | 0.00% |
| Country | Ratio |
|---|---|
| China | 30.96 |
| United States | 16.84 |
| Australia | 16.46 |
| South Korea | 10.89 |
| Japan | 6.38 |
| Switzerland | 5.17 |
| Canada | 4.49 |
| Chile | 1.33 |
| Taiwan | 1.29 |
| Indonesia | 1.17 |
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| 300750 | Contemporary Amperex Technology Co Ltd Class A | 8.67% |
| TSLA | Tesla Inc | 6.49% |
| BHP.AX | BHP Group Ltd ADR | 5.77% |
| 01211 | BYD Co Ltd Class H | 5.41% |
| NIO | NIO Inc ADR | 4.24% |
| 051910.KS | LG Chem Ltd | 3.03% |
| MNOD | Mining and Metallurgical Company NORILSK NICKEL PJSC ADR | 2.93% |
| GLEN | Glencore PLC | 2.92% |
| 006400.KS | Samsung SDI Co Ltd | 2.64% |
| 002371 | NAURA Technology Group Co Ltd | 2.52% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FTEC | Fidelity MSCI Information Technology Index ETF | US316092808 | PCX | 0.08% | 5 | -4.94 | |
| IITU.L | iShares V PLC - iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | LSE | 0.15% | 5 | |||
| IUIT.L | iShares V PLC - iShares S&P 500 Information Technology Sector UCITS ETF USD (Acc) | LSE | 0.15% | 5 | |||
| SXLK.L | SPDR S&P U.S. Technology Select Sector UCITS ETF | IE00BWBXM94 | LSE | 0.15% | 5 | +1.54 | |
| TDV | ProShares S&P Technology Dividend Aristocrats ETF | IE00B6YX5D4 | BTS | 0.45% | 5 | +8.29 | -- |
| VGT | Vanguard Information Technology Index Fund | PCX | 0.10% | 5 | -5.04 | ||
| XDWT.L | Xtrackers MSCI World Information Technology UCITS ETF | IE00BM67HT6 | LSE | 0.25% | 5 | -0.11 | |
| XUTC.L | Xtrackers MSCI USA Information Technology UCITS ETF | IE00BGQYRS4 | LSE | 0.12% | 5 | -0.79 |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend.
- Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend.
- Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction.
- Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend.
- Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce.
- Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk.
- Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.