Amplify Bloomberg AI Value Chain ETF (AIVC) Performance
AIVC total return
Distributions reinvested · as of Oct 23, 2026- YTD
- +52.6% since Dec 31, 2025
- 1 year
- +52.7% total return
- 5 years
- +13.5% a year
- 10 years
- +15.4% a year
- Since first price
- +14.6% a year since 2016
AIVC trailing returns vs SPY, QQQ, AGG
| Period | AIVC total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −10.6% | −10.6% | −1.0% | −5.0% | +0.9% |
| 3 months | −1.0% | −1.0% | +3.2% | +1.9% | −0.4% |
| 6 months | +20.7% | +20.7% | +7.8% | +8.4% | −1.5% |
| YTD | +52.6% | +52.6% | +12.3% | +15.1% | −1.0% |
| 1 year | +52.7% | +52.5% | +14.4% | +15.9% | −1.1% |
| 3 years | +210.9%+46.0%/yr | +209.7% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | +88.6%+13.5%/yr | +87.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| 10 years | +318.0%+15.4%/yr | +301.6% | +315.9%+15.3%/yr | +538.9%+20.4%/yr | +14.0%+1.3%/yr |
| Since inceptionMar 9, 2016 | +326.5%+14.6%/yr | +309.0% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: AIVC vs SPY
From Mar 9, 2016: AIVC grew to $42,646, SPY to $45,325.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
AIVC returns by calendar year
6 of 9 full years positive. Best 2020 (+41.4%), worst 2022 (−38.9%). 2026 is year to date.
AIVC annual returns table
| Year | AIVC | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | +52.6% | −23.3% | +12.3% | +15.1% | −1.0% |
| 2025 | +39.9% | −32.6% | +17.7% | +20.8% | +7.2% |
| 2024 | +18.2% | −11.9% | +24.9% | +25.6% | +1.3% |
| 2023 | +39.3% | −14.6% | +26.2% | +54.9% | +5.7% |
| 2022 | −38.9% | −45.2% | −18.2% | −32.6% | −13.0% |
| 2021 | −7.2% | −26.4% | +28.7% | +27.4% | −1.8% |
| 2020 | +41.4% | −41.6% | +18.3% | +48.6% | +7.5% |
| 2019 | +27.8% | −7.4% | +31.2% | +39.0% | +8.5% |
| 2018 | −18.6% | −28.6% | −4.6% | −0.1% | +0.1% |
| 2017 | +35.6% | −7.6% | +21.7% | +32.7% | +3.6% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
AIVC largest drawdowns
Now 16.1% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Feb 9, 2021 | −56.1% | Nov 9, 2022 | Sep 9, 2025 | 1.7 years | 4.6 years |
| Feb 12, 2020 | −41.6% | Mar 23, 2020 | Jun 22, 2020 | 40 days | 4 months |
| Sep 18, 2018 | −28.6% | Dec 24, 2018 | Jan 13, 2020 | 3 months | 1.3 years |
| Jun 2, 2026 | −23.3% | Jul 29, 2026 | not yet | 57 days | 5 months so far |
| Nov 3, 2025 | −14.1% | Nov 21, 2025 | Jan 27, 2026 | 18 days | 3 months |
| Aug 24, 2016 | −13.3% | Nov 4, 2016 | Mar 17, 2017 | 2 months | 7 months |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
AIVC risk statistics
| Statistic | 3 years | 5 years | 10 years | Since 2016 |
|---|---|---|---|---|
| Annualized return | +48.7% | +17.5% | +16.1% | +15.5% |
| Volatility (annualized) | 30.6% | 28.8% | 26.1% | 25.7% |
| Sharpe ratio | 1.31 | 0.58 | 0.61 | 0.61 |
| Sortino ratio | 3.24 | 1.08 | 1.06 | 1.05 |
| Best month | +29.4% | +29.4% | +29.4% | +29.4% |
| Worst month | −12.1% | −13.4% | −19.1% | −19.1% |
| Best 12 months | +142.7% | +142.7% | +142.7% | +142.7% |
| Worst 12 months | −8.3% | −47.8% | −47.8% | −47.8% |
| Positive months | 72% | 60% | 62% | 61% |
| Beta vs S&P 500 | 1.94 | 1.30 | 1.25 | — |
| Correlation with S&P 500 | 0.79 | 0.71 | 0.73 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
AIVC rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 116 | −47.8% | +19.1% | +142.7% | 72% |
| 3-year (a year) | 92 | −8.0% | +8.2% | +50.3% | 67% |
| 5-year (a year) | 68 | −4.7% | +6.2% | +19.1% | 84% |
| 10-year (a year) | 8 | +10.6% | +15.4% | +17.0% | 100% |
Every holding period starting at a month-end since 2016. Returns for 3 years and longer are annualized.
AIVC performance overview
Amplify Bloomberg AI Value Chain ETF (AIVC) returned +52.7% over the past year and +15.4% a year over ten years, with distributions reinvested. Since its first recorded price in 2016 it has returned +14.6% a year, turning $10,000 into about $42,646. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −56.1%, from Feb 9, 2021 to Nov 9, 2022, and it took 2.8 years to get back to the old high. AIVC finished 6 of its 9 full calendar years with a gain; the best year was 2020 (+41.4%) and the worst 2022 (−38.9%). Volatility has been 25.7% a year.
Related: AIVC chart, AIVC holdings, AIVC dividends, AIVC valuation. See the AIVC overview for the latest quote and fund facts.
AIVC performance FAQ
What is the AIVC return over the past year?
AIVC returned +52.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it rose 52.5%.
What is the average annual return of AIVC?
AIVC has returned +13.5% a year over 5 years, +15.4% a year over 10 years, +14.6% a year since March 9, 2016 (total return, distributions reinvested).
How much would $10,000 invested in AIVC be worth?
$10,000 invested in AIVC at its first recorded close on March 9, 2016 would be worth about $42,646 on October 23, 2026 with distributions reinvested.
What was the worst year for AIVC?
The worst calendar year was 2022, with a total return of −38.9%. The best was 2020 at +41.4%.
What is the biggest drawdown of AIVC?
The largest peak-to-trough decline was −56.1% between February 9, 2021 and November 9, 2022. It recovered to the old high on September 9, 2025, 2.8 years after the bottom.
How volatile is AIVC?
Over the past 3 years AIVC had an annualized volatility of 30.6% and a Sharpe ratio of 1.31 (excess return over 1–3 month T-bills per unit of risk).