Summary
AIVC
Prices · period metrics · 12M
NAV as of 02/06/2026
02/04/2025 → 02/04/2026
Return 159.88% Volatility 33.61% Sharpe 1.75
Official loaded data — not a live quote.

AMPLIFY BLOOMBERG AI VALUE CHAIN ETF

Symbol: AIVC

Exchange: NYSE

Sector: Technology

Category: Technology

Inception date: 08/03/2016

Latest date: 02/06/2026

Current price: $123.32

Expense ratio: 0.59%

Assets under management
$44.3M
0.84% daily change

Period performance

Adjusted cumulative ETF performance, normalized to the first available adjusted price in the selected period.

Adjusted return
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Performance metrics

Period total return

32.50%

Ann. -22.49% (Sharpe / Sortino numerator)

Volatility

43.49%

Sharpe ratio

-0.601

VaR 95%

-4.75%

CVaR 95%: -4.89%
Max drawdown: -9.98%
Sortino ratio: -0.928
Calmar ratio: -2.25

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

69.10%

Ann. 12.36% (Sharpe / Sortino numerator)

Volatility

34.68%

Sharpe ratio

0.252

VaR 95%

-3.65%

CVaR 95%: -4.35%
Max drawdown: -12.80%
Sortino ratio: 0.400
Calmar ratio: 0.97

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

82.02%

Ann. 18.32% (Sharpe / Sortino numerator)

Volatility

32.40%

Sharpe ratio

0.453

VaR 95%

-3.75%

CVaR 95%: -4.44%
Max drawdown: -14.11%
Sortino ratio: 0.673
Calmar ratio: 1.30

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

159.88%

Ann. 62.57% (Sharpe / Sortino numerator)

Volatility

33.61%

Sharpe ratio

1.754

VaR 95%

-3.31%

CVaR 95%: -4.87%
Max drawdown: -14.11%
Sortino ratio: 2.333
Calmar ratio: 4.43

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

181.95%

Ann. 24.72% (Sharpe / Sortino numerator)

Volatility

29.51%

Sharpe ratio

0.715

VaR 95%

-3.08%

CVaR 95%: -4.41%
Max drawdown: -32.55%
Sortino ratio: 0.938
Calmar ratio: 0.76

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Period total return

251.88%

Ann. 30.29% (Sharpe / Sortino numerator)

Volatility

27.60%

Sharpe ratio

0.966

VaR 95%

-2.75%

CVaR 95%: -3.97%
Max drawdown: -32.55%
Sortino ratio: 1.335
Calmar ratio: 0.93

The performance chart and period total return use a rolling window to the latest adjusted close. For 1M/3M/6M/... periods, default behavior is Yahoo-style rolling (first session on or after "latest date minus N calendar months" through the latest quote). If the calendar is already in a new month, the last quote is near month-end, and there is no current-month data yet, the window switches to N full calendar months ending in that quote month. Sharpe, Sortino, VaR and related metrics still come from the latest batch row. Sharpe/Sortino use annualized excess return versus the US risk-free rate, so a positive chart can still show a negative ratio if annualized return is below cash.

Daily returns for period 12M

Daily simple returns from the same adjusted closes used by the performance chart: 02/06/2025 - 02/06/2026.

Methodology: adjusted prices + daily simple return
Average daily return

0.399%

Best day

5.604%

08/04/2026
Worst day

-5.025%

10/10/2025
Days with data

251

Recent price history (last 90 days)

Date Open High Low Close Volume
02/06/2026 $122.29 $123.32 $122.00 $123.32 218,800
01/06/2026 $114.97 $120.91 $114.36 $120.68 33,400
29/05/2026 $113.73 $114.30 $112.85 $114.30 26,200
28/05/2026 $110.40 $111.13 $109.06 $110.38 28,800
27/05/2026 $107.84 $108.52 $107.42 $107.92 3,400
26/05/2026 $107.48 $108.61 $107.09 $108.49 7,000
22/05/2026 $103.47 $105.47 $103.47 $104.93 9,500
21/05/2026 $99.95 $102.76 $99.94 $102.76 7,000
20/05/2026 $99.86 $100.11 $98.59 $99.98 10,800
19/05/2026 $95.98 $98.52 $95.86 $97.64 6,500