PortfoliosLab logo
Tools
Performance Analysis
Risk Analysis
Optimization
Factor Model
See All Tools
Portfolio Analysis
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Global X Robotics & Artificial Intelligence Themat...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS37954Y7159
CUSIP37954Y715
IssuerGlobal X
Inception DateSep 12, 2016
RegionDeveloped Markets (Broad)
CategoryRobotics, Technology Equities
Index TrackedIndxx Global Robotics & Artificial Intelligence Thematic Index
Home Pagewww.globalxetfs.com
Asset ClassEquity

Asset Class Size

Multi-Cap

Asset Class Style

Blend

Expense Ratio

The Global X Robotics & Artificial Intelligence Thematic ETF has a high expense ratio of 0.68%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.68%

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds to compare with BOTZ

Global X Robotics & Artificial Intelligence Thematic ETF

Popular comparisons: BOTZ vs. AIQ, BOTZ vs. IRBO, BOTZ vs. ROBO, BOTZ vs. ARKQ, BOTZ vs. ROBT, BOTZ vs. SPY, BOTZ vs. THNQ, BOTZ vs. KOMP, BOTZ vs. FDN, BOTZ vs. XSD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Global X Robotics & Artificial Intelligence Thematic ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


60.00%80.00%100.00%120.00%140.00%OctoberNovemberDecember2024FebruaryMarch
122.71%
144.43%
BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Global X Robotics & Artificial Intelligence Thematic ETF had a return of 11.65% year-to-date (YTD) and 30.89% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date11.65%10.04%
1 month2.61%3.53%
6 months30.38%22.79%
1 year30.89%32.16%
5 years (annualized)10.05%13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.28%9.10%
2023-8.27%-7.52%-7.89%16.07%7.85%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
BOTZ
Global X Robotics & Artificial Intelligence Thematic ETF
1.46
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Global X Robotics & Artificial Intelligence Thematic ETF Sharpe ratio is 1.46. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.46
2.76
BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Global X Robotics & Artificial Intelligence Thematic ETF granted a 0.18% dividend yield in the last twelve months. The annual payout for that period amounted to $0.06 per share.


PeriodTTM20232022202120202019201820172016
Dividend$0.06$0.06$0.05$0.06$0.06$0.18$0.24$0.00$0.01

Dividend yield

0.18%0.20%0.23%0.16%0.19%0.83%1.44%0.01%0.06%

Monthly Dividends

The table displays the monthly dividend distributions for Global X Robotics & Artificial Intelligence Thematic ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00
2023$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00
2022$0.00$0.00$0.00$0.00$0.00$0.05$0.00$0.00$0.00$0.00$0.00$0.00
2021$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.06$0.00$0.00$0.00$0.00$0.00$0.00
2019$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.03
2018$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24
2017$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2016$0.01

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-19.77%
0
BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X Robotics & Artificial Intelligence Thematic 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 Global X Robotics & Artificial Intelligence Thematic ETF was 55.54%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Global X Robotics & Artificial Intelligence Thematic ETF drawdown is 19.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-55.54%Nov 9, 2021235Oct 14, 2022
-43.52%Jan 24, 2018539Mar 16, 2020104Aug 12, 2020643
-13.52%Feb 16, 202115Mar 8, 2021118Aug 24, 2021133
-11.73%Sep 24, 20217Oct 4, 202123Nov 4, 202130
-7.47%Nov 27, 201714Dec 14, 201714Jan 5, 201828

Volatility

Volatility Chart

The current Global X Robotics & Artificial Intelligence Thematic ETF volatility is 5.36%, 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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%OctoberNovemberDecember2024FebruaryMarch
5.36%
2.82%
BOTZ (Global X Robotics & Artificial Intelligence Thematic ETF)
Benchmark (^GSPC)