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ISIN
US3015057074
CUSIP
301505707
Inception Date
Oct 22, 2013
Region
Developed Markets (Broad)
Leveraged
1x (No leverage)
Index Tracked
ROBO Global Robotics and Automation TR Index
Domicile
United States
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Multi-Cap
Asset Class Style
Blend
Assets Under Management
$2B

Share Price Chart


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Performance

ROBO Performance Chart

ROBO Global Robotics & Automation Index ETF (ROBO) is up 24.1% since the beginning of the year. ROBO is currently trading at $86 per share. Investors who bought $1,000 worth of ROBO shares 5 years ago would now be looking at an investment worth $1,381.


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S&P 500 Index

Returns By Period

ROBO Global Robotics & Automation Index ETF (ROBO) has returned 24.08% so far this year and 53.50% over the past 12 months. Over the last ten years, ROBO has had an annualized return of 13.24%, just under the S&P 500 Index benchmark’s 13.54%.


ROBO Global Robotics & Automation Index ETF

1D
2.48%
1M
-1.49%
YTD
24.08%
6M
24.69%
1Y
53.50%
3Y*
13.69%
5Y*
6.67%
10Y*
13.24%

Benchmark (S&P 500 Index)

1D
0.00%
1M
-0.71%
YTD
8.39%
6M
8.57%
1Y
24.33%
3Y*
18.94%
5Y*
12.24%
10Y*
13.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ROBO Monthly Returns History

Based on dividend-adjusted daily data since Oct 22, 2013, ROBO's average daily return is +0.05%, while the average monthly return is +1.02%. At this rate, an investment would double in approximately 5.7 years.

Historically, 59% of months were positive and 41% were negative. The best month was Apr 2026 with a return of +19.3%, while the worst month was Apr 2022 at -13.6%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, ROBO closed higher 53% of trading days. The best single day was Apr 9, 2025 with a return of +10.2%, while the worst single day was Mar 16, 2020 at -11.2%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.43%8.33%-12.73%19.32%8.56%-2.98%24.08%
20255.08%-4.38%-8.90%-1.22%9.97%6.86%4.27%2.28%2.84%6.19%-1.85%1.86%23.71%
2024-4.10%4.48%2.14%-7.15%2.41%-1.18%1.43%-0.75%2.88%-3.31%4.39%-1.80%-1.28%
202314.72%-1.32%4.33%-2.43%2.10%7.43%0.96%-7.61%-7.80%-8.34%13.39%9.53%23.74%
2022-11.45%-3.62%-2.57%-13.64%0.77%-11.39%12.73%-7.36%-11.95%6.68%10.68%-5.06%-33.92%
20215.86%1.15%-2.59%1.86%-1.22%2.05%0.89%2.36%-4.35%6.26%-0.69%3.33%15.34%

Benchmark Metrics

ROBO Global Robotics & Automation Index ETF has an annualized alpha of -1.88%, beta of 1.11, and R2 of 0.76 versus S&P 500 Index. Calculated based on daily prices since October 22, 2013.

  • This ETF participated in 120.95% of S&P 500 Index downside but only 112.37% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 1.11 and R2 of 0.76, this ETF moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.88%
Beta
1.11
0.76
Upside Capture
112.37%
Downside Capture
120.95%

Expense Ratio

ROBO has a high expense ratio of 0.95%, indicating above-average management fees.


Return for Risk

Risk / Return Rank

ROBO ranks 63 for risk / return — better than 63% of ETFs on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


ROBO Risk / Return Rank: 6363
Overall Rank
ROBO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
ROBO Sortino Ratio Rank: 6262
Sortino Ratio Rank
ROBO Omega Ratio Rank: 6060
Omega Ratio Rank
ROBO Calmar Ratio Rank: 6363
Calmar Ratio Rank
ROBO Martin Ratio Rank: 6464
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 ROBO Global Robotics & Automation Index ETF (ROBO) 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.


ROBOBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.17

Sortino ratioReturn per unit of downside risk

+0.12

Omega ratioGain probability vs. loss probability

1.35

1.35

0.00

Calmar ratioReturn relative to maximum drawdown

3.00

2.66

+0.34

Martin ratioReturn relative to average drawdown

11.31

11.86

-0.55

Dividends

Dividend History

ROBO Global Robotics & Automation Index ETF provided a 0.34% dividend yield over the last twelve months, with an annual payout of $0.29 per share.


0.00%0.10%0.20%0.30%0.40%0.50%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.3520152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.29$0.29$0.31$0.03$0.00$0.12$0.12$0.16$0.12$0.01$0.05$0.07

Dividend yield

0.34%0.42%0.55%0.05%0.00%0.18%0.20%0.37%0.37%0.02%0.19%0.28%

Monthly Dividends

The table displays the monthly dividend distributions for ROBO Global Robotics & Automation Index 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$0.29$0.29
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.31$0.31
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.03$0.03
2022$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
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.12

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 ROBO Global Robotics & Automation Index 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 ROBO Global Robotics & Automation Index ETF was 43.65%, occurring on Oct 14, 2022. Recovery took 792 trading sessions.

The current ROBO Global Robotics & Automation Index ETF drawdown is 4.80%.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-43.65%Oct 2022
11mo 13d3y 1mo
4y 1moNov 2021 - Dec 2025
COVID crash2020
-36.79%Mar 2020
2y 1mo3mo 29d
2y 5moJan 2018 - Jul 2020
2016 bear market2016
-26.30%Feb 2016
1y 7mo7mo 14d
2y 2moJul 2014 - Sep 2016
2026 correction2026
-17.35%Mar 2026
1mo 2d25d
1mo 27dFeb 2026 - Apr 2026
2021 correction2021
-16.46%May 2021
2mo 25d5mo 26d
8mo 21dFeb 2021 - Nov 2021

Drawdown Indicators


ROBOBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-43.65%

-56.78%

+13.13%

Max Drawdown (1Y)

Largest decline over 1 year

-17.35%

-9.10%

-8.25%

Max Drawdown (3Y)

Largest decline over 3 years

-27.92%

-18.90%

-9.02%

Max Drawdown (5Y)

Largest decline over 5 years

-43.65%

-25.43%

-18.22%

Max Drawdown (10Y)

Largest decline over 10 years

-43.65%

-33.92%

-9.73%

Current Drawdown

Current decline from peak

-4.80%

-2.49%

-2.31%

Average Drawdown

Average peak-to-trough decline

-12.91%

-10.72%

-2.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.59%

2.03%

+2.56%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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