Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ)
BOTZ is a passive ETF by Global X tracking the investment results of the Indxx Global Robotics & Artificial Intelligence Thematic Index. BOTZ launched on Sep 12, 2016 and has a 0.68% expense ratio.
ETF Info
| ISIN | US37954Y7159 |
|---|---|
| CUSIP | 37954Y715 |
| Issuer | Global X |
| Inception Date | Sep 12, 2016 |
| Region | Developed Markets (Broad) |
| Category | Robotics, Technology Equities |
| Index Tracked | Indxx Global Robotics & Artificial Intelligence Thematic Index |
| ETF Home Page | www.globalxetfs.com |
| Asset Class | Equity |
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.
Share Price Chart
Loading data...
Performance
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.
Compare to other instruments
Return
Global X Robotics & Artificial Intelligence Thematic ETF had a return of 31.78% year-to-date (YTD) and 24.57% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 31.78% | 19.67% |
| 1 month | 17.01% | 8.42% |
| 6 months | -4.04% | 7.29% |
| 1 year | 24.57% | 12.71% |
| 5 years (annualized) | 7.21% | 10.75% |
| 10 years (annualized) | N/A | 9.87% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 9.51% | 5.55% | 1.39% | -8.27% | -7.52% | -7.89% | 16.07% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
BOTZ Global X Robotics & Artificial Intelligence Thematic ETF | 1.19 | ||||
^GSPC S&P 500 | 0.91 |
Dividend History
Global X Robotics & Artificial Intelligence Thematic ETF granted a 0.20% dividend yield in the last twelve months. The annual payout for that period amounted to $0.05 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.05 | $0.06 | $0.06 | $0.18 | $0.24 | $0.00 | $0.01 |
Dividend yield | 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $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 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 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.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.54% | Nov 9, 2021 | 235 | Oct 14, 2022 | — | — | — |
| -43.52% | Jan 24, 2018 | 539 | Mar 16, 2020 | 104 | Aug 12, 2020 | 643 |
| -13.52% | Feb 16, 2021 | 15 | Mar 8, 2021 | 118 | Aug 24, 2021 | 133 |
| -11.73% | Sep 24, 2021 | 7 | Oct 4, 2021 | 23 | Nov 4, 2021 | 30 |
| -7.47% | Nov 27, 2017 | 14 | Dec 14, 2017 | 14 | Jan 5, 2018 | 28 |
Volatility Chart
The current Global X Robotics & Artificial Intelligence Thematic ETF volatility is 5.23%, 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.