iShares Automation & Robotics UCITS ETF (RBTX.L)
RBTX.L is a passive ETF by iShares tracking the investment results of the MSCI World/Information Tech NR USD. RBTX.L launched on Sep 8, 2016 and has a 0.40% expense ratio.
ETF Info
IE00BYZK4552
A2ANH0
Sep 8, 2016
1x
MSCI World/Information Tech NR USD
Ireland
Accumulating
Mid-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of £10,000 in iShares Automation & Robotics 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
iShares Automation & Robotics UCITS ETF had a return of 4.60% year-to-date (YTD) and 16.99% in the last 12 months.
RBTX.L
4.60%
4.65%
3.15%
16.99%
11.26%
N/A
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of RBTX.L, 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 | -0.90% | 5.01% | 1.16% | -7.13% | -0.74% | 4.54% | -2.10% | -1.51% | -0.17% | 2.70% | 4.60% | ||
| 2023 | 9.56% | 2.95% | 1.94% | -6.09% | 7.92% | 3.32% | -0.31% | -2.52% | -0.94% | -6.49% | 11.08% | 9.67% | 32.05% |
| 2022 | -15.45% | -1.43% | 2.07% | -7.48% | -3.47% | -8.22% | 10.73% | -0.97% | -5.95% | 1.17% | 2.69% | -2.46% | -27.13% |
| 2021 | 1.45% | -1.01% | 0.00% | 3.28% | -2.65% | 7.23% | 1.42% | 4.07% | -1.60% | 2.93% | 4.89% | 1.51% | 23.24% |
| 2020 | -2.17% | -6.33% | -9.82% | 13.74% | 10.05% | 4.90% | -1.11% | 4.23% | 3.54% | 0.69% | 10.75% | 4.61% | 35.08% |
| 2019 | 8.71% | 3.88% | 3.85% | 6.58% | -8.99% | 7.93% | 5.11% | -5.14% | 3.23% | -0.51% | 3.74% | 1.60% | 32.52% |
| 2018 | 4.16% | -1.15% | -2.71% | -1.19% | 5.09% | -3.23% | 2.75% | 2.80% | -3.62% | -11.94% | 3.53% | -7.93% | -13.97% |
| 2017 | 3.86% | 3.59% | 2.30% | -1.43% | 5.57% | -2.19% | 3.59% | 5.97% | -0.34% | 8.30% | 1.12% | -0.09% | 34.09% |
| 2016 | 7.16% | 4.41% | -0.70% | 3.72% | 15.24% |
Expense Ratio
RBTX.L features an expense ratio of 0.40%, falling within the medium range.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of RBTX.L is 30, 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 iShares Automation & Robotics UCITS ETF (RBTX.L) 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 iShares Automation & Robotics 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 iShares Automation & Robotics UCITS ETF was 33.46%, occurring on Oct 13, 2022. Recovery took 526 trading sessions.
The current iShares Automation & Robotics UCITS ETF drawdown is 2.17%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -33.46% | Nov 22, 2021 | 223 | Oct 13, 2022 | 526 | Nov 12, 2024 | 749 |
| -28.47% | Jan 21, 2020 | 40 | Mar 16, 2020 | 53 | Jun 3, 2020 | 93 |
| -22.59% | Aug 29, 2018 | 84 | Dec 24, 2018 | 78 | Apr 16, 2019 | 162 |
| -14.03% | Feb 16, 2021 | 14 | Mar 5, 2021 | 96 | Jul 23, 2021 | 110 |
| -11.29% | Apr 25, 2019 | 23 | May 29, 2019 | 40 | Jul 24, 2019 | 63 |
Volatility
Volatility Chart
The current iShares Automation & Robotics UCITS ETF volatility is 4.38%, 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.