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 |
| Leveraged | 1x |
| Index Tracked | Indxx Global Robotics & Artificial Intelligence Thematic Index |
| Home Page | www.globalxetfs.com |
| Asset Class | Equity |
Asset Class Size | Multi-Cap |
Asset Class Style | Blend |
Expense Ratio
BOTZ features an expense ratio of 0.68%, falling within the medium range.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: BOTZ vs. AIQ, BOTZ vs. IRBO, BOTZ vs. ROBO, BOTZ vs. ARKQ, BOTZ vs. ROBT, BOTZ vs. THNQ, BOTZ vs. SPY, 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.
Returns By Period
Global X Robotics & Artificial Intelligence Thematic ETF had a return of 12.82% year-to-date (YTD) and 25.23% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 12.82% | 23.08% |
| 1 month | 1.74% | 0.48% |
| 6 months | 1.76% | 10.70% |
| 1 year | 25.23% | 30.22% |
| 5 years (annualized) | 8.64% | 13.50% |
| 10 years (annualized) | N/A | 11.11% |
Monthly Returns
The table below presents the monthly returns of BOTZ, 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 | 0.28% | 9.10% | 2.02% | -6.07% | 3.01% | 0.37% | -0.16% | 2.47% | 1.87% | -1.21% | 12.82% | ||
| 2023 | 15.82% | -1.09% | 8.33% | -2.31% | 9.51% | 5.55% | 1.39% | -8.27% | -7.52% | -7.89% | 16.07% | 7.85% | 38.97% |
| 2022 | -17.36% | -0.44% | -1.89% | -17.79% | 0.00% | -14.61% | 10.83% | -8.53% | -12.23% | 8.52% | 9.23% | -4.11% | -42.69% |
| 2021 | 2.16% | -0.68% | -1.43% | 3.62% | -0.26% | 2.21% | -2.69% | 7.82% | -0.27% | 3.04% | -3.93% | -0.72% | 8.65% |
| 2020 | -2.10% | -5.32% | -10.51% | 12.57% | 13.52% | 3.26% | 6.07% | 7.03% | 2.84% | -0.57% | 14.22% | 4.69% | 51.92% |
| 2019 | 10.27% | 5.74% | 2.87% | 7.12% | -12.60% | 11.19% | -5.45% | -4.18% | 6.49% | 3.85% | 3.17% | 2.10% | 31.80% |
| 2018 | 11.69% | -6.91% | -1.83% | -4.51% | 0.61% | -5.29% | 1.36% | 3.32% | -0.74% | -13.81% | -0.05% | -13.83% | -28.34% |
| 2017 | 8.77% | 1.69% | 4.66% | 3.44% | 3.62% | 0.26% | 6.55% | 3.12% | 6.10% | 8.51% | 1.31% | -0.87% | 58.01% |
| 2016 | 3.73% | -1.89% | 0.40% | -0.47% | 1.68% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of BOTZ is 36, 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 Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Global X Robotics & Artificial Intelligence Thematic ETF provided a 0.15% dividend yield over the last twelve months, with an annual payout of $0.05 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.05 | $0.06 | $0.05 | $0.06 | $0.06 | $0.18 | $0.24 | $0.00 | $0.01 |
Dividend yield | 0.15% | 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 | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | |
| 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 | $0.06 |
| 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 | $0.05 |
| 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 | $0.06 |
| 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 | $0.06 |
| 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 | $0.18 |
| 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 | $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 | $0.00 |
| 2016 | $0.01 | $0.01 |
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 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 18.93%.
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
Volatility Chart
The current Global X Robotics & Artificial Intelligence Thematic ETF volatility is 5.73%, 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.