Future Tech ETF (BTEK)
BTEK is an actively managed ETF by Blackrock Financial Management. BTEK launched on Sep 29, 2020 and has a 0.88% expense ratio.
ETF Info
ISIN | US09290C3016 |
---|---|
CUSIP | 09290C301 |
Issuer | Blackrock Financial Management |
Inception Date | Sep 29, 2020 |
Region | Global (Broad) |
Category | Technology Equities, Actively Managed |
Index Tracked | No Index (Active) |
Asset Class | Equity |
Expense Ratio
The Future Tech ETF has a high expense ratio of 0.88%, indicating higher-than-average management fees.
Share Price Chart
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Compare to other instruments
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.
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%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 10.33% | 10.16% |
1 month | 1.71% | 3.47% |
6 months | 25.77% | 22.20% |
1 year | 32.57% | 30.45% |
5 years (annualized) | 16.42% | 13.16% |
10 years (annualized) | 16.42% | 10.89% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 0.84% | 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Future Tech ETF | 1.64 | ||||
S&P 500 | 2.79 |
Dividends
Dividend History
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 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, 2021 | 421 | Oct 14, 2022 | — | — | — |
-38.93% | Mar 10, 1999 | 283 | Apr 19, 2000 | 720 | Mar 6, 2003 | 1003 |
-22.89% | Jan 14, 1999 | 25 | Feb 19, 1999 | 12 | Mar 9, 1999 | 37 |
-7.2% | Oct 14, 2020 | 13 | Oct 30, 2020 | 4 | Nov 5, 2020 | 17 |
-6.8% | Nov 9, 2020 | 2 | Nov 10, 2020 | 8 | Nov 20, 2020 | 10 |
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.