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ISIN
US46435U5561
CUSIP
46435U556
Issuer
iShares
Inception Date
Jun 26, 2018
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
NYSE FactSet Global Robotics and Artificial Intelligence Index
Distribution Policy
Accumulating
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$645M

Share Price Chart


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Performance

IRBO Performance Chart

iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) is up 66.1% since the beginning of the year. IRBO is currently trading at $80 per share. Investors who bought $1,000 worth of IRBO shares 5 years ago would now be looking at an investment worth $1,936.


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S&P 500 Index

Returns By Period

iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) has returned 66.09% so far this year and 112.42% over the past 12 months.


iShares Robotics and Artificial Intelligence Multisector ETF

1D
-0.90%
1M
26.10%
YTD
66.09%
6M
63.47%
1Y
112.42%
3Y*
36.54%
5Y*
14.13%
10Y*

Benchmark (S&P 500 Index)

1D
-0.74%
1M
4.90%
YTD
10.35%
6M
10.28%
1Y
26.52%
3Y*
20.83%
5Y*
12.30%
10Y*
13.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IRBO Monthly Returns History

Based on dividend-adjusted daily data since Jun 28, 2018, IRBO's average daily return is +0.08%, while the average monthly return is +1.64%. At this rate, an investment would double in approximately 3.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +33.1%, while the worst month was Apr 2022 at -14.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 8 months.

On a daily basis, IRBO closed higher 54% of trading days. The best single day was Apr 9, 2025 with a return of +13.2%, while the worst single day was Mar 12, 2020 at -10.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20266.91%-0.97%-8.78%33.12%20.54%7.18%66.09%
20254.86%-7.41%-12.61%2.89%13.78%11.35%5.98%-1.77%7.26%11.64%-6.97%1.32%29.97%
2024-5.71%4.58%0.97%-5.82%3.49%-0.52%0.96%-0.06%2.24%-2.19%10.66%0.21%8.02%
202316.92%-0.30%5.44%-6.82%5.20%7.92%4.84%-7.25%-4.95%-5.86%13.91%5.80%36.37%
2022-11.20%-3.99%-2.55%-14.31%-0.81%-9.14%7.15%-3.04%-13.22%1.89%10.21%-4.39%-37.89%
20219.76%5.65%-6.62%0.60%-1.08%4.78%-3.41%2.70%-4.90%6.14%-3.03%-3.02%6.32%

Benchmark Metrics

iShares Robotics and Artificial Intelligence Multisector ETF has an annualized alpha of 2.60%, beta of 1.18, and R2 of 0.69 versus S&P 500 Index. Calculated based on daily prices since June 29, 2018.

  • This ETF captured 127.88% of S&P 500 Index gains and 113.41% of its losses - amplifying both gains and losses, but participating more in upside than downside.
  • This ETF generated an annualized alpha of 2.60% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

Alpha
2.60%
Beta
1.18
0.69
Upside Capture
127.88%
Downside Capture
113.41%

Expense Ratio

IRBO has an expense ratio of 0.47%, placing it in the medium range.


Return for Risk

Risk / Return Rank

IRBO ranks 91 for risk / return — in the top 91% of ETFs on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


IRBO Risk / Return Rank: 9191
Overall Rank
IRBO Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
IRBO Sortino Ratio Rank: 9090
Sortino Ratio Rank
IRBO Omega Ratio Rank: 8888
Omega Ratio Rank
IRBO Calmar Ratio Rank: 9292
Calmar Ratio Rank
IRBO Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) and compare them to S&P 500 Index.


IRBOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+1.54

Sortino ratioReturn per unit of downside risk

+1.06

Omega ratioGain probability vs. loss probability

1.55

1.41

+0.14

Calmar ratioReturn relative to maximum drawdown

6.01

2.93

+3.08

Martin ratioReturn relative to average drawdown

20.88

13.52

+7.36

Dividends

Dividend History

iShares Robotics and Artificial Intelligence Multisector ETF provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.


0.00%0.50%1.00%1.50%2.00%2.50%$0.00$0.20$0.40$0.60$0.80$1.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.00$0.00$0.19$0.30$0.19$1.00$0.21$0.19$0.07

Dividend yield

0.00%0.00%0.50%0.88%0.75%2.41%0.53%0.69%0.34%

Monthly Dividends

The table displays the monthly dividend distributions for iShares Robotics and Artificial Intelligence Multisector ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$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
2024$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.00$0.00$0.00$0.07$0.19
2023$0.00$0.00$0.00$0.00$0.00$0.15$0.00$0.00$0.00$0.00$0.00$0.15$0.30
2022$0.00$0.00$0.00$0.00$0.00$0.13$0.00$0.00$0.00$0.00$0.00$0.06$0.19
2021$0.00$0.00$0.00$0.00$0.00$0.09$0.00$0.00$0.00$0.00$0.00$0.91$1.00

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.


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Worst Drawdowns

The table below displays the maximum drawdowns of the iShares Robotics and Artificial Intelligence Multisector 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 iShares Robotics and Artificial Intelligence Multisector ETF was 54.50%, occurring on Oct 14, 2022. Recovery took 747 trading sessions.

The current iShares Robotics and Artificial Intelligence Multisector ETF drawdown is 0.90%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-54.50%Oct 2022
1y 7mo2y 12mo
4y 7moFeb 2021 - Oct 2025
COVID crash2020
-32.23%Mar 2020
1mo 4d2mo 19d
3mo 23dFeb 2020 - Jun 2020
Rate-hike selloffLate 2018
-24.27%Dec 2018
2mo 28d3mo 10d
6mo 8dSep 2018 - Apr 2019
2026 correction2026
-18.81%Mar 2026
2mo15d
2mo 15dJan 2026 - Apr 2026
2025 correction2025
-14.10%Nov 2025
21d1mo 27d
2mo 18dOct 2025 - Jan 2026

Drawdown Indicators


IRBOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-54.50%

-56.78%

+2.28%

Max Drawdown (1Y)

Largest decline over 1 year

-18.81%

-9.10%

-9.71%

Max Drawdown (3Y)

Largest decline over 3 years

-32.44%

-18.90%

-13.54%

Max Drawdown (5Y)

Largest decline over 5 years

-50.53%

-25.43%

-25.10%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.90%

-0.74%

-0.16%

Average Drawdown

Average peak-to-trough decline

-19.85%

-10.72%

-9.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.40%

1.97%

+3.43%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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