iShares Automation & Robotics UCITS ETF (2B76.DE)
2B76.DE is a passive ETF by iShares tracking the investment results of the iSTOXX® FactSet Automation & Robotics. 2B76.DE launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
| ISIN | IE00BYZK4552 |
|---|---|
| WKN | A2ANH0 |
| Issuer | iShares |
| Inception Date | Sep 8, 2016 |
| Category | Technology Equities |
| Leveraged | 1x |
| Index Tracked | iSTOXX® FactSet Automation & Robotics |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
2B76.DE features an expense ratio of 0.40%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in iShares Automation & Robotics UCITS ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
iShares Automation & Robotics UCITS ETF had a return of 11.48% year-to-date (YTD) and 28.76% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 11.48% | 25.82% |
| 1 month | 6.77% | 3.20% |
| 6 months | 9.71% | 14.94% |
| 1 year | 28.76% | 35.92% |
| 5 years (annualized) | 12.21% | 14.22% |
| 10 years (annualized) | N/A | 11.43% |
Monthly Returns
The table below presents the monthly returns of 2B76.DE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.86% | 4.76% | 1.37% | -6.96% | -0.79% | 5.06% | -1.49% | -1.32% | 0.92% | 1.47% | 11.48% | ||
| 2023 | 10.31% | 3.52% | 1.87% | -6.01% | 9.94% | 3.52% | 0.04% | -2.50% | -2.36% | -6.75% | 12.09% | 8.95% | 34.96% |
| 2022 | -14.58% | -2.04% | 1.14% | -6.87% | -4.85% | -9.25% | 13.83% | -4.01% | -7.57% | 3.78% | 1.89% | -5.12% | -31.03% |
| 2021 | 3.30% | 1.39% | 1.60% | 0.90% | -1.80% | 7.92% | 2.11% | 3.50% | -1.95% | 5.06% | 3.40% | 3.25% | 32.27% |
| 2020 | -1.96% | -8.63% | -12.03% | 15.66% | 6.10% | 3.91% | -0.05% | 5.18% | 1.61% | 1.50% | 11.43% | 3.91% | 26.14% |
| 2019 | 12.57% | 5.64% | 3.23% | 6.91% | -11.50% | 6.50% | 3.39% | -4.21% | 4.94% | 2.40% | 5.02% | 2.69% | 41.97% |
| 2018 | 5.60% | -2.47% | -1.75% | -1.18% | 5.08% | -3.97% | 1.82% | 2.61% | -3.30% | -11.52% | 3.55% | -9.52% | -15.50% |
| 2017 | 3.24% | 4.16% | 2.45% | -0.13% | 2.06% | -2.92% | 1.62% | 2.93% | 4.27% | 7.08% | 2.15% | -0.62% | 29.23% |
| 2016 | 5.14% | 0.37% | 5.33% | 2.73% | 14.19% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B76.DE is 37, suggesting that the investment has average results relative to other ETFs in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B76.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the iShares Automation & Robotics UCITS ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the iShares Automation & Robotics UCITS ETF was 35.52%, occurring on Oct 14, 2022. Recovery took 531 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -35.52% | Nov 22, 2021 | 231 | Oct 14, 2022 | 531 | Nov 11, 2024 | 762 |
| -34.93% | Jan 23, 2020 | 43 | Mar 23, 2020 | 108 | Aug 26, 2020 | 151 |
| -23.13% | Jan 24, 2018 | 234 | Dec 27, 2018 | 67 | Apr 3, 2019 | 301 |
| -13.11% | Apr 25, 2019 | 24 | May 29, 2019 | 106 | Oct 28, 2019 | 130 |
| -12.73% | Feb 16, 2021 | 14 | Mar 5, 2021 | 79 | Jun 29, 2021 | 93 |
Volatility
Volatility Chart
The current iShares Automation & Robotics UCITS ETF volatility is 5.38%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.