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Future Tech ETF (BTEK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

ETF Info

ISINUS09290C3016
CUSIP09290C301
IssuerBlackrock Financial Management
Inception DateSep 29, 2020
RegionGlobal (Broad)
CategoryTechnology Equities, Actively Managed
Index TrackedNo Index (Active)
Asset ClassEquity

Expense Ratio

The Future Tech ETF has a high expense ratio of 0.88%, indicating higher-than-average management fees.


0.50%1.00%1.50%2.00%0.88%

Share Price Chart


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Compare to other instruments

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

Future Tech ETF

Popular comparisons: BTEK vs. EWZS, BTEK vs. VGT, BTEK vs. BOTZ, BTEK vs. ARKW, BTEK vs. IYW, BTEK vs. IRBO, BTEK vs. DRIV, BTEK vs. TECB, BTEK vs. VGELX

Performance

Performance Chart

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


100.00%150.00%200.00%250.00%300.00%OctoberNovemberDecember2024FebruaryMarch
153.30%
327.84%
BTEK (Future Tech ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Future Tech ETF had a return of 10.33% year-to-date (YTD) and 32.57% in the last 12 months. Over the past 10 years, Future Tech ETF had an annualized return of 16.42%, outperforming the S&P 500 benchmark which had an annualized return of 10.89%.


PeriodReturnBenchmark
Year-To-Date10.33%10.16%
1 month1.71%3.47%
6 months25.77%22.20%
1 year32.57%30.45%
5 years (annualized)16.42%13.16%
10 years (annualized)16.42%10.89%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20240.84%8.76%
2023-3.76%-6.49%-6.88%15.00%6.01%

Risk-Adjusted Performance

Risk-Adjusted Performance Indicators

This table presents risk-adjusted performance metrics for Future Tech ETF (BTEK) 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
BTEK
Future Tech ETF
1.64
^GSPC
S&P 500
2.79

Sharpe Ratio

The current Future Tech ETF Sharpe ratio is 1.64. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
1.64
2.79
BTEK (Future Tech ETF)
Benchmark (^GSPC)

Dividends

Dividend History


Future Tech ETF doesn't pay dividends

Drawdowns

Drawdowns Chart

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


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-38.31%
0
BTEK (Future Tech ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Future Tech 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 Future Tech ETF was 59.34%, occurring on Oct 14, 2022. The portfolio has not yet recovered.

The current Future Tech ETF drawdown is 38.31%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-59.34%Feb 16, 2021421Oct 14, 2022
-38.93%Mar 10, 1999283Apr 19, 2000720Mar 6, 20031003
-22.89%Jan 14, 199925Feb 19, 199912Mar 9, 199937
-7.2%Oct 14, 202013Oct 30, 20204Nov 5, 202017
-6.8%Nov 9, 20202Nov 10, 20208Nov 20, 202010

Volatility

Volatility Chart

The current Future Tech ETF volatility is 6.42%, 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%4.00%6.00%8.00%OctoberNovemberDecember2024FebruaryMarch
6.42%
2.80%
BTEK (Future Tech ETF)
Benchmark (^GSPC)