PortfoliosLab logoPortfoliosLab logo
Issuer
Global X
Inception Date
Sep 13, 2017
Leveraged
1x (No leverage)
Index Tracked
Global X ROBO Global Robotics & Automation Index
Distribution Policy
Distributing
Asset Class
Equity

Share Price Chart


Loading charts...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

ROBO.AX Performance Chart

Global X ROBO Global Robotics & Automation ETF (ROBO.AX) is up 10.7% since the beginning of the year. ROBO.AX is currently trading at A$93 per share. Investors who bought A$1,000 worth of ROBO.AX shares 5 years ago would now be looking at an investment worth A$1,355.


Loading charts...

S&P 500 Index

Returns By Period

Global X ROBO Global Robotics & Automation ETF (ROBO.AX) has returned 10.71% so far this year and 25.10% over the past 12 months.


Global X ROBO Global Robotics & Automation ETF

1D
-0.97%
1M
-3.97%
6M
4.45%
YTD
10.71%
1Y
25.10%
3Y*
10.55%
5Y*
6.26%
10Y*

Benchmark (S&P 500 Index)

1D
0.12%
1M
1.38%
6M
4.49%
YTD
5.58%
1Y
12.98%
3Y*
18.01%
5Y*
13.12%
10Y*
14.27%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ROBO.AX Monthly Returns History

Based on dividend-adjusted daily data since Sep 13, 2017, ROBO.AX'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, 58% of months were positive and 42% were negative. The best month was Apr 2026 with a return of +14.3%, while the worst month was Mar 2026 at -12.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ROBO.AX closed higher 53% of trading days. The best single day was Apr 10, 2025 with a return of +8.9%, while the worst single day was Mar 9, 2026 at -6.8%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20261.15%5.40%-12.74%14.34%12.09%-1.28%-5.93%10.71%
20254.70%-4.43%-11.03%-1.73%10.95%3.88%6.54%1.47%0.33%6.74%-1.42%-0.03%15.06%
20240.95%2.90%2.25%-5.54%-1.31%-0.49%2.92%-4.88%1.89%3.33%2.81%3.83%8.41%
20238.11%5.36%3.39%-0.77%5.30%3.24%0.79%-4.05%-7.93%-7.65%10.38%6.66%22.97%
2022-11.04%-5.67%-1.70%-9.33%-0.80%-8.69%9.45%-3.12%-7.65%8.05%2.27%-2.88%-28.81%
20217.21%-2.27%-0.88%2.30%-1.88%6.18%0.74%4.27%-1.70%-0.41%6.87%0.49%22.23%

Benchmark Metrics

Global X ROBO Global Robotics & Automation ETF has an annualized alpha of 11.12%, beta of 0.14, and R2 of 0.01 versus S&P 500 Index. Calculated based on daily prices since September 13, 2017.

  • This ETF participated in 124.06% of S&P 500 Index downside but only 102.19% of its upside - more exposed to losses than it benefited from rallies.
  • Beta of 0.14 may look defensive, but with R2 of 0.01 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 0.01 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
11.12%
Beta
0.14
0.01
Upside Capture
102.19%
Downside Capture
124.06%

Return for Risk

Risk / Return Rank

ROBO.AX ranks 40 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.


ROBO.AX Risk / Return Rank: 4040
Overall Rank
ROBO.AX Sharpe Ratio Rank: 3737
Sharpe Ratio Rank
ROBO.AX Sortino Ratio Rank: 3838
Sortino Ratio Rank
ROBO.AX Omega Ratio Rank: 3737
Omega Ratio Rank
ROBO.AX Calmar Ratio Rank: 4545
Calmar Ratio Rank
ROBO.AX Martin Ratio Rank: 4343
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 Global X ROBO Global Robotics & Automation ETF (ROBO.AX) 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.


ROBO.AXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.14

Sortino ratioReturn per unit of downside risk

-0.13

Omega ratioGain probability vs. loss probability

1.21

1.24

-0.03

Calmar ratioReturn relative to maximum drawdown

1.88

1.11

+0.77

Martin ratioReturn relative to average drawdown

5.71

3.10

+2.61

Dividends

Dividend History

Global X ROBO Global Robotics & Automation ETF provided a 10.35% dividend yield over the last twelve months, with an annual payout of A$9.58 per share.


0.00%2.00%4.00%6.00%8.00%A$0.00A$2.00A$4.00A$6.00A$8.0020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
DividendA$9.58A$0.18A$0.15A$0.39A$4.82A$7.81A$0.51A$0.19A$1.01

Dividend yield

10.35%0.20%0.19%0.53%8.00%8.53%0.62%0.31%2.09%

Monthly Dividends

The table displays the monthly dividend distributions for Global X ROBO Global Robotics & Automation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$9.58A$9.58
2025A$0.00A$0.00A$0.00A$0.00A$0.00A$0.18A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.18
2024A$0.00A$0.00A$0.00A$0.00A$0.00A$0.15A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.15
2023A$0.00A$0.00A$0.00A$0.00A$0.00A$0.39A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$0.39
2022A$0.00A$0.00A$0.00A$0.00A$0.00A$4.82A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$4.82
2021A$0.00A$0.00A$0.00A$0.00A$0.00A$7.81A$0.00A$0.00A$0.00A$0.00A$0.00A$0.00A$7.81

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.


Loading charts...

Worst Drawdowns

The table below displays the maximum drawdowns of the Global X ROBO Global Robotics & Automation 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 Global X ROBO Global Robotics & Automation ETF was 34.87%, occurring on Sep 26, 2022. Recovery took 719 trading sessions.

The current Global X ROBO Global Robotics & Automation ETF drawdown is 9.33%.


Drawdown

Fall

Recovery

Underwater

Related event

-34.87%Sep 2022
9mo 21d2y 10mo
3y 7moDec 2021 - Jul 2025
Bear market2022
-25.94%Mar 2020
25d4mo 10d
5mo 5dFeb 2020 - Jul 2020
COVID crash2020
-23.92%Dec 2018
3mo 20d4mo 1d
7mo 21dSep 2018 - Apr 2019
Rate-hike selloffLate 2018
-15.97%May 2021
2mo 26d3mo 21d
6mo 17dFeb 2021 - Sep 2021
-13.46%Mar 2026
1mo 3d27d
2moFeb 2026 - Apr 2026

Drawdown Indicators


ROBO.AXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-34.87%

-41.07%

+6.20%

Max Drawdown (1Y)

Largest decline over 1 year

-13.46%

-11.69%

-1.77%

Max Drawdown (3Y)

Largest decline over 3 years

-25.40%

-17.74%

-7.66%

Max Drawdown (5Y)

Largest decline over 5 years

-34.87%

-22.01%

-12.86%

Max Drawdown (10Y)

Largest decline over 10 years

-24.71%

Current Drawdown

Current decline from peak

-9.33%

-0.60%

-8.73%

Average Drawdown

Average peak-to-trough decline

-9.97%

-11.02%

+1.05%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.49%

4.20%

+0.29%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading charts...

Portfolio Analyzer

Build a portfolio with ROBO.AX

Add Global X ROBO Global Robotics & Automation ETF to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with ROBO.AX