L&G ROBO Global Robotics and Automation UCITS ETF (ROBG.L)
ROBG.L is a passive ETF by Legal & General tracking the investment results of the MSCI World/Information Tech NR USD. ROBG.L 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 | MSCI World/Information Tech NR USD |
Domicile | Ireland |
Distribution Policy | Accumulating |
Asset Class | Equity |
Asset Class Size | Mid-Cap |
Asset Class Style | Growth |
Expense Ratio
ROBG.L 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 -9.81% year-to-date (YTD) and -1.81% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | -9.81% | 18.10% |
1 month | -2.25% | 1.42% |
6 months | -9.90% | 9.39% |
1 year | -1.81% | 26.58% |
5 years (annualized) | 5.89% | 13.42% |
10 years (annualized) | N/A | 10.88% |
Monthly Returns
The table below presents the monthly returns of ROBG.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 | -3.78% | 3.92% | 2.31% | -5.68% | -0.71% | 0.52% | -0.40% | -3.40% | -9.81% | ||||
2023 | 11.47% | 1.42% | 1.51% | -3.90% | 3.28% | 5.26% | -0.41% | -5.58% | -4.58% | -8.07% | 9.11% | 9.69% | 18.36% |
2022 | -12.81% | -1.43% | -0.06% | -8.75% | -1.70% | -8.13% | 11.45% | -1.61% | -6.40% | 1.40% | 3.19% | -3.05% | -26.30% |
2021 | 6.75% | -1.68% | -1.20% | 1.70% | -3.78% | 4.20% | 0.43% | 3.34% | -1.16% | 3.61% | 2.09% | 2.57% | 17.69% |
2020 | -1.29% | -4.88% | -8.39% | 12.86% | 11.03% | 2.62% | -1.19% | 4.01% | 3.83% | -0.13% | 12.29% | 6.44% | 40.88% |
2019 | 8.23% | 4.89% | 2.24% | 7.03% | -9.50% | 9.19% | 1.14% | -5.87% | 4.12% | -1.66% | 4.79% | -0.04% | 25.34% |
2018 | 3.72% | -2.33% | -4.60% | -0.77% | 5.38% | -2.00% | 2.41% | 5.08% | -1.87% | -11.45% | 0.99% | -10.87% | -16.64% |
2017 | 3.17% | 5.25% | 1.26% | -0.29% | 4.85% | -1.52% | 4.14% | 3.86% | 1.43% | 6.21% | 0.99% | 0.08% | 33.32% |
2016 | -7.07% | 6.00% | 5.12% | -1.54% | 2.37% | 7.64% | 5.99% | 2.78% | 6.47% | 4.10% | 0.37% | 3.28% | 40.60% |
2015 | -0.04% | 2.59% | 4.69% | -2.54% | -0.65% | -5.33% | -4.44% | -3.96% | -4.61% | 6.70% | 5.85% | -0.21% | -2.91% |
2014 | 0.86% | 3.15% | -1.05% | 2.94% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of ROBG.L is 9, indicating that it is in the bottom 9% 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 (ROBG.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 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 31.83%, occurring on Jun 16, 2022. The portfolio has not yet recovered.
The current L&G ROBO Global Robotics and Automation UCITS ETF drawdown is 22.79%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-31.83% | Nov 5, 2021 | 151 | Jun 16, 2022 | — | — | — |
-26.17% | Feb 13, 2020 | 21 | Mar 12, 2020 | 49 | May 26, 2020 | 70 |
-25.74% | Apr 14, 2015 | 93 | Aug 24, 2015 | 221 | Jul 8, 2016 | 314 |
-24.7% | Jan 24, 2018 | 234 | Dec 24, 2018 | 263 | Jan 10, 2020 | 497 |
-17.02% | Feb 16, 2021 | 60 | May 13, 2021 | 121 | Nov 2, 2021 | 181 |
Volatility
Volatility Chart
The current L&G ROBO Global Robotics and Automation UCITS ETF volatility is 4.51%, 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.