L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE)
IROB.DE is a passive ETF by Legal & General tracking the investment results of the ROBO-STOX® Global Robotics and Automation. IROB.DE launched on Oct 23, 2014 and has a 0.80% expense ratio.
ETF Info
| ISIN | IE00BMW3QX54 |
|---|---|
| WKN | A12DB1 |
| Issuer | Legal & General |
| Inception Date | Oct 23, 2014 |
| Category | Technology Equities |
| Leveraged | 1x |
| Index Tracked | ROBO-STOX® Global Robotics and Automation |
| Domicile | Ireland |
| Distribution Policy | Accumulating |
| Asset Class | Equity |
Expense Ratio
IROB.DE features an expense ratio of 0.80%, falling within the medium range.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of €10,000 in L&G ROBO Global Robotics and Automation UCITS 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
L&G ROBO Global Robotics and Automation UCITS ETF had a return of -5.99% year-to-date (YTD) and 1.18% in the last 12 months.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -5.99% | 18.13% |
| 1 month | -0.01% | 1.45% |
| 6 months | -7.25% | 8.81% |
| 1 year | 1.18% | 26.52% |
| 5 years (annualized) | 6.94% | 13.43% |
| 10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of IROB.DE, 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 | -2.06% | 3.49% | 2.52% | -5.36% | -0.88% | 1.25% | 0.15% | -3.28% | -5.99% | ||||
| 2023 | 12.13% | 2.12% | 1.27% | -3.72% | 5.16% | 5.52% | -0.30% | -5.52% | -5.41% | -8.74% | 10.20% | 8.95% | 20.94% |
| 2022 | -11.74% | -2.08% | -0.84% | -8.19% | -3.14% | -9.12% | 14.55% | -4.69% | -8.20% | 3.96% | 2.73% | -5.68% | -30.08% |
| 2021 | 8.75% | 0.68% | 0.28% | -0.51% | -3.13% | 5.16% | 1.05% | 2.77% | -1.48% | 5.58% | 1.40% | 3.54% | 26.20% |
| 2020 | -0.90% | -7.25% | -10.59% | 15.30% | 6.42% | 1.65% | -0.21% | 4.65% | 2.41% | 0.66% | 12.76% | 5.80% | 31.63% |
| 2019 | 11.84% | 6.83% | 1.55% | 7.33% | -11.96% | 7.63% | -0.52% | -4.87% | 5.72% | 1.18% | 5.96% | 1.07% | 33.76% |
| 2018 | 5.26% | -3.56% | -3.62% | -0.83% | 5.37% | -2.80% | 1.58% | 4.84% | -1.48% | -11.09% | 1.02% | -12.19% | -17.78% |
| 2017 | 2.95% | 5.91% | 1.40% | 1.03% | 1.45% | -2.27% | 2.15% | 0.76% | 6.09% | 5.43% | 1.64% | -0.59% | 28.83% |
| 2016 | -11.03% | 4.04% | 3.35% | -0.56% | 4.85% | -1.31% | 4.77% | 2.16% | 4.85% | 0.02% | 6.40% | 1.94% | 19.84% |
| 2015 | 5.13% | 5.93% | 4.93% | -3.37% | 1.43% | -4.72% | -3.83% | -7.35% | -5.46% | 10.47% | 7.40% | -4.10% | 4.59% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IROB.DE is 13, indicating that it is in the bottom 13% of ETFs on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for L&G ROBO Global Robotics and Automation UCITS ETF (IROB.DE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
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 L&G ROBO Global Robotics and Automation UCITS 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 L&G ROBO Global Robotics and Automation UCITS ETF was 33.09%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.
The current L&G ROBO Global Robotics and Automation UCITS ETF drawdown is 21.63%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.09% | Feb 17, 2020 | 26 | Mar 23, 2020 | 97 | Aug 11, 2020 | 123 |
| -32.99% | Nov 18, 2021 | 233 | Oct 14, 2022 | — | — | — |
| -31.56% | Apr 16, 2015 | 210 | Feb 11, 2016 | 197 | Nov 18, 2016 | 407 |
| -25.94% | Jan 24, 2018 | 234 | Dec 27, 2018 | 230 | Nov 25, 2019 | 464 |
| -15.87% | Feb 16, 2021 | 65 | May 19, 2021 | 117 | Nov 1, 2021 | 182 |
Volatility
Volatility Chart
The current L&G ROBO Global Robotics and Automation UCITS ETF volatility is 5.24%, 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.