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PAI vs BATT

Comparison between Western Asset Investment Grade Income Fund Inc (PAI, ETF) and AMPLIFY LITHIUM & BATTERY TECHNOLOGY ETF (BATT, ETF).

5-Year PerformancePAI has outperformed BATT, delivering a return of -0.4% compared to -1.7%

PAI vs BATT - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
PAI
$125M
Winner
BATT
$126M
Expense Ratio
PAI
N/A
BATT
0.59%
Max Drawdown
Winner
PAI
45.93%
BATT
70.62%
Sharpe Ratio
PAI
-0.71
Winner
BATT
1.14
5Y Beta
Winner
PAI
0.22
BATT
1.21
5Y Dividends CAGR
PAI
3.72%
Winner
BATT
6.69%

PAI vs BATT - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PAI
-0.48%
BATT
-13.12%
3M
Winner
PAI
-0.79%
BATT
-13.44%
6M
Winner
PAI
-2.15%
BATT
-6.60%
1Y
PAI
-1.15%
Winner
BATT
+42.68%
5Y(CAGR)
Winner
PAI
-0.44%
BATT
-1.71%
10Y(CAGR)
Winner
PAI
+2.81%
BATT
-1.89%
Max(CAGR)
Winner
PAI
+6.00%
BATT
-1.89%

PAI vs BATT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPAIBATT
2026-1.84%+2.34%
2025+7.09%+59.89%
2024+9.44%-12.13%
2023+7.42%-6.11%
2022-21.03%-33.31%
2021+1.88%+10.26%
2020+6.17%+41.47%
2019+20.23%-2.87%
2018-11.78%-42.46%
2017+16.74%N/A
2016+15.58%N/A
2015+1.70%N/A
2014+7.73%N/A
2013-7.43%N/A
2012+12.40%N/A
2011+13.11%N/A
2010+6.63%N/A
2009+29.99%N/A
2008-16.92%N/A
2007-5.46%N/A
2006+16.18%N/A
2005-0.98%N/A
2004+10.46%N/A
2003+15.49%N/A
2002+6.03%N/A
2001+14.94%N/A
2000+25.82%N/A
1999-2.13%N/A

PAI vs BATT Drawdown Comparison

The maximum drawdown for PAI was -38.96%, occurring on Nov 24, 2008. Recovery took 575 trading sessions.

The maximum drawdown for BATT was -69.40%, occurring on Mar 23, 2020. Recovery took 853 trading sessions.

The current PAI drawdown is -11.83%. The current BATT drawdown is -19.97%.

RankPAIBATT
#1-38.96%
Jun 1, 2007 - Sep 11, 2009
-69.40%
Jun 6, 2018 - Oct 25, 2021
#2-33.71%
Dec 2, 2021 - Oct 20, 2022
-61.93%
Nov 8, 2021 - May 11, 2026
#3-30.98%
Nov 15, 2019 - Jul 15, 2020
-23.02%
May 13, 2026 - Jul 20, 2026
#4-22.02%
Nov 26, 2012 - Apr 22, 2016
-2.51%
Oct 25, 2021 - Oct 28, 2021
#5-19.82%
Sep 28, 2017 - Jun 11, 2019
-1.45%
Nov 1, 2021 - Nov 4, 2021
#6-13.79%
May 24, 2010 - Sep 1, 2011
-1.01%
May 11, 2026 - May 13, 2026
#7-13.48%
Aug 30, 2016 - Jun 19, 2017
-0.99%
Nov 4, 2021 - Nov 8, 2021
#8-10.99%
Mar 17, 2004 - Sep 15, 2004
N/A
#9-9.79%
Nov 9, 2012 - Nov 21, 2012
N/A
#10-9.55%
Sep 28, 2020 - Aug 20, 2021
N/A
#11-9.15%
Sep 24, 2002 - Dec 16, 2002
N/A
#12-8.91%
Jun 20, 2003 - Nov 20, 2003
N/A
#13-8.83%
Sep 30, 2009 - Mar 17, 2010
N/A
#14-8.29%
Sep 15, 2021 - Nov 19, 2021
N/A
#15-8.08%
Feb 10, 2005 - Jun 30, 2005
N/A

Correlation

Correlation between PAI and BATT is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

Dividend Comparison (1999 - 2026)

PAI vs BATT dividend yield comparison.

YearPAIBATT
20262.19%0.00%
20255.45%1.85%
20244.83%3.17%
20234.67%3.23%
20224.82%4.14%
20213.57%2.32%
20203.82%0.21%
20194.43%3.22%
20185.23%0.89%
20174.36%0.00%
20164.82%0.00%
20155.30%0.00%
20145.13%0.00%
20135.24%0.00%
20124.84%0.00%
20115.39%0.00%
20106.13%0.00%
20097.37%0.00%
20089.37%0.00%
20078.28%0.00%
20065.59%0.00%
20057.58%0.00%
20049.41%0.00%
20036.38%0.00%
20026.97%0.00%
20017.28%0.00%
20008.00%0.00%
19992.10%0.00%

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