iShares Automation & Robotics UCITS ETF (2B7F.DE)
2B7F.DE is a passive ETF by iShares tracking the investment results of the iSTOXX® FactSet Automation & Robotics. 2B7F.DE launched on Oct 19, 2017 and has a 0.40% expense ratio.
ETF Info
ISIN | IE00BYWZ0333 |
---|---|
WKN | A2H5ES |
Issuer | iShares |
Inception Date | Oct 19, 2017 |
Category | Technology Equities |
Index Tracked | iSTOXX® FactSet Automation & Robotics |
Domicile | Ireland |
Distribution Policy | Distributing |
Asset Class | Equity |
Expense Ratio
2B7F.DE has a high expense ratio of 0.40%, indicating higher-than-average management fees.
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 -0.25% year-to-date (YTD) and 23.13% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -0.25% | 5.21% |
1 month | -6.80% | -4.30% |
6 months | 21.32% | 18.42% |
1 year | 23.13% | 21.82% |
5 years (annualized) | 10.88% | 11.27% |
10 years (annualized) | N/A | 10.33% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.79% | 4.78% | 1.35% | |||||||||
2023 | -6.78% | 12.27% | 8.95% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of 2B7F.DE is 65, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
iShares Automation & Robotics UCITS ETF(2B7F.DE)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (2B7F.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
iShares Automation & Robotics UCITS ETF granted a 0.50% dividend yield in the last twelve months. The annual payout for that period amounted to €0.04 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
---|---|---|---|---|---|---|---|
Dividend | €0.04 | €0.04 | €0.04 | €0.03 | €0.03 | €0.05 | €0.05 |
Dividend yield | 0.50% | 0.50% | 0.60% | 0.37% | 0.41% | 0.88% | 1.35% |
Monthly Dividends
The table displays the monthly dividend distributions for iShares Automation & Robotics UCITS ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | €0.00 | €0.00 | €0.00 | |||||||||
2023 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.01 |
2022 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.01 |
2021 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.02 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.01 |
2020 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.01 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.01 |
2019 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.03 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.02 |
2018 | €0.03 | €0.00 | €0.00 | €0.00 | €0.00 | €0.00 | €0.02 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 35.41%, occurring on Oct 14, 2022. The portfolio has not yet recovered.
The current iShares Automation & Robotics UCITS ETF drawdown is 9.08%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-35.41% | Nov 22, 2021 | 231 | Oct 14, 2022 | — | — | — |
-34.73% | Feb 14, 2020 | 27 | Mar 23, 2020 | 108 | Aug 26, 2020 | 135 |
-22.95% | Jun 15, 2018 | 136 | Dec 27, 2018 | 67 | Apr 3, 2019 | 203 |
-13.07% | Apr 25, 2019 | 24 | May 29, 2019 | 106 | Oct 28, 2019 | 130 |
-12.84% | Feb 16, 2021 | 14 | Mar 5, 2021 | 79 | Jun 29, 2021 | 93 |
Volatility
Volatility Chart
The current iShares Automation & Robotics UCITS ETF volatility is 4.85%, 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.