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Issuer
L&G
Inception Date
Oct 23, 2014
Leveraged
1x (No leverage)
Index Tracked
L&G ROBO Global Robotics and Automation UCITS ETF
Distribution Policy
Accumulating
Asset Class
Equity

Share Price Chart


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Performance

ROBE.L Performance Chart

L&G ROBO Global Robotics and Automation UCITS ETF (ROBE.L) is up 18.3% since the beginning of the year. ROBE.L is currently trading at €28 per share. Investors who bought €1,000 worth of ROBE.L shares 5 years ago would now be looking at an investment worth €1,309.


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S&P 500 Index

Returns By Period

L&G ROBO Global Robotics and Automation UCITS ETF (ROBE.L) has returned 18.25% so far this year and 34.78% over the past 12 months. Over the last ten years, ROBE.L has returned 12.19% per year, falling short of the S&P 500 Index benchmark, which averaged 12.92% annually.


L&G ROBO Global Robotics and Automation UCITS ETF

1D
-0.98%
1M
-4.91%
6M
10.91%
YTD
18.25%
1Y
34.78%
3Y*
10.32%
5Y*
5.54%
10Y*
12.19%

Benchmark (S&P 500 Index)

1D
-0.09%
1M
1.27%
6M
10.98%
YTD
13.27%
1Y
22.64%
3Y*
18.04%
5Y*
12.49%
10Y*
12.92%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ROBE.L Monthly Returns History

Based on dividend-adjusted daily data since Oct 23, 2014, ROBE.L's average daily return is +0.05%, while the average monthly return is +0.92%. At this rate, an investment would double in approximately 6.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Apr 2026 with a return of +18.6%, while the worst month was Oct 2014 at -17.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ROBE.L closed higher 53% of trading days. The best single day was Mar 24, 2020 with a return of +10.1%, while the worst single day was Oct 27, 2014 at -18.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20263.89%8.18%-12.44%18.59%9.07%-1.12%-6.05%18.25%
20255.94%-5.95%-12.47%-5.87%10.46%3.07%8.11%-0.81%1.91%8.59%-2.22%0.63%9.14%
2024-1.82%3.61%2.02%-5.12%-0.92%1.28%0.10%-3.24%2.85%-0.63%7.05%0.09%4.79%
202312.02%2.19%0.93%-3.65%5.43%5.26%-0.19%-5.38%-5.39%-8.73%10.54%8.29%20.61%
2022-11.74%-1.93%-0.76%-8.16%-3.08%-9.15%14.54%-4.64%-7.97%3.70%2.60%-5.45%-29.75%
20218.31%0.25%0.69%-0.48%-2.50%4.44%1.02%2.70%-1.19%5.36%1.52%3.04%25.18%

Benchmark Metrics

L&G ROBO Global Robotics and Automation UCITS ETF has an annualized alpha of 2.89%, beta of 0.64, and R2 of 0.29 versus S&P 500 Index. Calculated based on daily prices since October 23, 2014.

  • This ETF participated in 112.90% of S&P 500 Index downside but only 98.16% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.64 may look defensive, but with R2 of 0.29 this ETF is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this ETF's risk.
  • R2 of 0.29 means this ETF moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
2.89%
Beta
0.64
0.29
Upside Capture
98.16%
Downside Capture
112.90%

Expense Ratio

ROBE.L has an expense ratio of 0.80%, placing it in the medium range.


Return for Risk

Risk / Return Rank

ROBE.L ranks 56 for risk / return — on par with similar ETFs. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


ROBE.L Risk / Return Rank: 5656
Overall Rank
ROBE.L Sharpe Ratio Rank: 5353
Sharpe Ratio Rank
ROBE.L Sortino Ratio Rank: 5353
Sortino Ratio Rank
ROBE.L Omega Ratio Rank: 5050
Omega Ratio Rank
ROBE.L Calmar Ratio Rank: 6565
Calmar Ratio Rank
ROBE.L Martin Ratio Rank: 6060
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 L&G ROBO Global Robotics and Automation UCITS ETF (ROBE.L) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


ROBE.LBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.33

Sortino ratioReturn per unit of downside risk

-0.25

Omega ratioGain probability vs. loss probability

1.26

1.33

-0.07

Calmar ratioReturn relative to maximum drawdown

2.62

3.01

-0.38

Martin ratioReturn relative to average drawdown

8.47

11.10

-2.63

Dividends

Dividend History


L&G ROBO Global Robotics and Automation UCITS ETF doesn't pay dividends

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 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 36.18%, occurring on Apr 9, 2025. Recovery took 187 trading sessions.

The current L&G ROBO Global Robotics and Automation UCITS ETF drawdown is 9.89%.


Drawdown

Fall

Recovery

Underwater

Related event

-36.18%Apr 2025
3y 4mo9mo 3d
4y 1moNov 2021 - Jan 2026
2025 selloff2025
-33.27%Mar 2020
1mo 5d4mo 21d
5mo 26dFeb 2020 - Aug 2020
COVID crash2020
-31.49%Feb 2016
10mo 1d9mo 10d
1y 7moApr 2015 - Nov 2016
-26.49%Dec 2018
11mo 4d11mo 6d
1y 10moJan 2018 - Nov 2019
Rate-hike selloffLate 2018
-20.40%Oct 2014
1d5mo 14d
5mo 15dOct 2014 - Apr 2015

Drawdown Indicators


ROBE.LBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-36.18%

-51.17%

+14.99%

Max Drawdown (1Y)

Largest decline over 1 year

-13.69%

-7.57%

-6.12%

Max Drawdown (3Y)

Largest decline over 3 years

-31.61%

-23.99%

-7.62%

Max Drawdown (5Y)

Largest decline over 5 years

-36.18%

-23.99%

-12.19%

Max Drawdown (10Y)

Largest decline over 10 years

-36.18%

-33.42%

-2.76%

Current Drawdown

Current decline from peak

-9.89%

-0.52%

-9.37%

Average Drawdown

Average peak-to-trough decline

-11.59%

-8.90%

-2.69%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.25%

2.04%

+2.21%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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