ATT.L vs. RBTX.L
ATT.L (Allianz Technology Trust plc) is a stock, while RBTX.L (iShares Automation & Robotics UCITS ETF) is Robotics fund tracking the iSTOXX® FactSet Automation & Robotics. Over the past 5 years, ATT.L returned 22.72%/yr vs 11.91%/yr for RBTX.L. A 0.72 correlation means they provide meaningful diversification when combined.
Performance
ATT.L vs. RBTX.L - Performance Comparison
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Returns By Period
In the year-to-date period, ATT.L achieves a 41.56% return, which is significantly higher than RBTX.L's 29.04% return.
ATT.L
- 1D
- -1.19%
- 1M
- 17.11%
- YTD
- 41.56%
- 6M
- 43.46%
- 1Y
- 84.20%
- 3Y*
- 41.02%
- 5Y*
- 22.72%
- 10Y*
- 28.35%
RBTX.L
- 1D
- -0.32%
- 1M
- 9.00%
- YTD
- 29.04%
- 6M
- 26.25%
- 1Y
- 47.66%
- 3Y*
- 18.77%
- 5Y*
- 11.91%
- 10Y*
- —
ATT.L vs. RBTX.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ATT.L Allianz Technology Trust plc | 41.56% | 25.78% | 38.06% | 44.52% | -40.43% | 18.69% | 80.33% | 35.00% | 4.36% | 42.69% |
RBTX.L iShares Automation & Robotics UCITS ETF | 29.04% | 9.17% | 7.51% | 32.05% | -26.55% | 22.26% | 35.08% | 32.52% | -13.97% | 34.09% |
Correlation
The correlation between ATT.L and RBTX.L is 0.72, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.72 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.78 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2016 | 0.72 |
The correlation between ATT.L and RBTX.L has been stable across timeframes, ranging from 0.72 to 0.78 - a consistent structural relationship.
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Return for Risk
ATT.L vs. RBTX.L — Risk / Return Rank
ATT.L
RBTX.L
ATT.L vs. RBTX.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allianz Technology Trust plc (ATT.L) and iShares Automation & Robotics UCITS ETF (RBTX.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| ATT.L | RBTX.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.32 | ||
| Sortino ratioReturn per unit of downside risk | +1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.56 | 1.39 | +0.17 |
| Calmar ratioReturn relative to maximum drawdown | 8.27 | 3.62 | +4.65 |
| Martin ratioReturn relative to average drawdown | 25.87 | 10.72 | +15.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ATT.L | RBTX.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.60 | 2.27 | +1.32 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.56 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.95 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.78 | +0.15 |
Drawdowns
ATT.L vs. RBTX.L - Drawdown Comparison
The maximum ATT.L drawdown since its inception was -45.95%, which is greater than RBTX.L's maximum drawdown of -33.46%. Use the drawdown chart below to compare losses from any high point for ATT.L and RBTX.L.
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Drawdown Indicators
| ATT.L | RBTX.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.95% | -33.46% | -12.49% |
Max Drawdown (1Y)Largest decline over 1 year | -10.13% | -13.10% | +2.97% |
Max Drawdown (3Y)Largest decline over 3 years | -32.60% | -27.28% | -5.32% |
Max Drawdown (5Y)Largest decline over 5 years | -45.95% | -33.46% | -12.49% |
Max Drawdown (10Y)Largest decline over 10 years | -45.95% | — | — |
Current DrawdownCurrent decline from peak | -1.58% | -0.32% | -1.26% |
Average DrawdownAverage peak-to-trough decline | -10.23% | -8.25% | -1.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.24% | 4.43% | -1.19% |
Volatility
ATT.L vs. RBTX.L - Volatility Comparison
Allianz Technology Trust plc (ATT.L) and iShares Automation & Robotics UCITS ETF (RBTX.L) have volatilities of 7.17% and 7.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ATT.L | RBTX.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.17% | 7.01% | +0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 16.75% | 16.35% | +0.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.29% | 20.86% | +2.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 29.55% | 21.16% | +8.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.91% | 20.70% | +9.21% |
Dividends
ATT.L vs. RBTX.L - Dividend Comparison
Neither ATT.L nor RBTX.L has paid dividends to shareholders.
Frequently Asked Questions
ATT.L and RBTX.L have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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