Amplify Lithium & Battery Technology ETF (BATT) Performance
BATT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −8.0% since Dec 31, 2025
- 1 year
- −1.5% total return
- 5 years
- −4.8% a year
- Since first price
- −3.3% a year since 2018
BATT trailing returns vs SPY, QQQ, AGG
| Period | BATT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −14.4% | −14.4% | −1.0% | −5.0% | +0.9% |
| 3 months | −11.4% | −11.4% | +3.2% | +1.9% | −0.4% |
| 6 months | −23.2% | −23.2% | +7.8% | +8.4% | −1.5% |
| YTD | −8.0% | −8.0% | +12.3% | +15.1% | −1.0% |
| 1 year | −1.5% | −3.3% | +14.4% | +15.9% | −1.1% |
| 3 years | +36.9%+11.0%/yr | +26.3% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −21.9%−4.8%/yr | −32.4% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionJun 6, 2018 | −24.8%−3.3%/yr | −37.7% | — | — | — |
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: BATT vs SPY
From Jun 6, 2018: BATT grew to $7,525, SPY to $31,159.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
BATT returns by calendar year
3 of 7 full years positive. Best 2025 (+59.7%), worst 2022 (−32.2%). 2026 is year to date.
BATT annual returns table
| Year | BATT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −8.0% | −29.6% | +12.3% | +15.1% | −1.0% |
| 2025 | +59.7% | −25.2% | +17.7% | +20.8% | +7.2% |
| 2024 | −13.9% | −23.6% | +24.9% | +25.6% | +1.3% |
| 2023 | −7.1% | −31.3% | +26.2% | +54.9% | +5.7% |
| 2022 | −32.2% | −34.7% | −18.2% | −32.6% | −13.0% |
| 2021 | +16.5% | −23.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +44.4% | −50.0% | +18.3% | +48.6% | +7.5% |
| 2019 | −2.4% | −26.5% | +31.2% | +39.0% | +8.5% |
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.
BATT largest drawdowns
Now 29.6% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Jun 6, 2018 | −69.4% | Mar 23, 2020 | Oct 25, 2021 | 1.8 years | 3.4 years |
| Nov 8, 2021 | −62.0% | Apr 8, 2025 | May 11, 2026 | 3.4 years | 4.5 years |
| May 13, 2026 | −29.6% | Oct 23, 2026 | not yet | 5 months | 5 months so far |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
BATT risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +11.2% | −0.8% | −0.2% |
| Volatility (annualized) | 27.3% | 28.8% | 30.7% |
| Sharpe ratio | 0.36 | -0.01 | 0.06 |
| Sortino ratio | 0.56 | -0.02 | 0.09 |
| Best month | +17.0% | +19.7% | +25.9% |
| Worst month | −16.0% | −16.0% | −29.2% |
| Best 12 months | +111.7% | +111.7% | +129.8% |
| Worst 12 months | −13.9% | −34.9% | −45.1% |
| Positive months | 58% | 53% | 53% |
| Beta vs S&P 500 | 1.16 | 1.16 | — |
| Correlation with S&P 500 | 0.53 | 0.63 | — |
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.
BATT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 89 | −45.1% | −5.9% | +129.8% | 39% |
| 3-year (a year) | 65 | −19.9% | +6.6% | +27.2% | 65% |
| 5-year (a year) | 41 | −5.7% | −0.2% | +7.5% | 49% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
BATT performance overview
Amplify Lithium & Battery Technology ETF (BATT) returned −1.5% over the past year and −4.8% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned −3.3% a year, turning $10,000 into about $7,525. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −69.4%, from Jun 6, 2018 to Mar 23, 2020, and it took 1.6 years to get back to the old high. BATT finished 3 of its 7 full calendar years with a gain; the best year was 2025 (+59.7%) and the worst 2022 (−32.2%). Volatility has been 30.7% a year.
Related: BATT chart, BATT holdings, BATT dividends. See the BATT overview for the latest quote and fund facts.
BATT performance FAQ
What is the BATT return over the past year?
BATT returned −1.5% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 3.3%.
What is the average annual return of BATT?
BATT has returned −4.8% a year over 5 years, −3.3% a year since June 6, 2018 (total return, distributions reinvested).
How much would $10,000 invested in BATT be worth?
$10,000 invested in BATT at its first recorded close on June 6, 2018 would be worth about $7,525 on October 23, 2026 with distributions reinvested.
What was the worst year for BATT?
The worst calendar year was 2022, with a total return of −32.2%. The best was 2025 at +59.7%.
What is the biggest drawdown of BATT?
The largest peak-to-trough decline was −69.4% between June 6, 2018 and March 23, 2020. It recovered to the old high on October 25, 2021, 1.6 years after the bottom.
How volatile is BATT?
Over the past 3 years BATT had an annualized volatility of 27.3% and a Sharpe ratio of 0.36 (excess return over 1–3 month T-bills per unit of risk).