MSTR vs. RBOT.TO
MSTR (Strategy Inc) is a stock, while RBOT.TO (Global X Robotics & AI Index ETF) is Robotics fund tracking the Indxx Global Robotics & Artificial Intelligence Thematic Index. Over the past 5 years, MSTR returned 19.14%/yr vs -3.20%/yr for RBOT.TO. At a 0.36 correlation, their price movements are largely independent.
Performance
MSTR vs. RBOT.TO - Performance Comparison
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Different Trading Currencies
MSTR is traded in USD, while RBOT.TO is traded in CAD. To make them comparable, the RBOT.TO values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MSTR achieves a -18.41% return, which is significantly lower than RBOT.TO's -0.42% return.
MSTR
- 1D
- 3.18%
- 1M
- -30.13%
- YTD
- -18.41%
- 6M
- -29.74%
- 1Y
- -67.62%
- 3Y*
- 63.46%
- 5Y*
- 19.14%
- 10Y*
- 20.92%
RBOT.TO
- 1D
- -0.04%
- 1M
- -11.47%
- YTD
- -0.42%
- 6M
- -0.08%
- 1Y
- 14.36%
- 3Y*
- 5.06%
- 5Y*
- -3.20%
- 10Y*
- —
MSTR vs. RBOT.TO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | -18.41% | -47.53% | 358.54% | 346.15% | -74.00% | 40.13% | 172.42% | 11.65% | -2.70% | -4.99% |
RBOT.TO Global X Robotics & AI Index ETF | -0.42% | 13.63% | 4.29% | 40.12% | -47.33% | 8.11% | 51.78% | 33.99% | -32.14% | -1.85% |
Correlation
The correlation between MSTR and RBOT.TO is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.37 |
Correlation (All Time) Calculated using the full available price history since Nov 29, 2017 | 0.36 |
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Return for Risk
MSTR vs. RBOT.TO — Risk / Return Rank
MSTR
RBOT.TO
MSTR vs. RBOT.TO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategy Inc (MSTR) and Global X Robotics & AI Index ETF (RBOT.TO). 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.
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.
| MSTR | RBOT.TO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.52 | ||
| Sortino ratioReturn per unit of downside risk | -2.69 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 1.12 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | -0.88 | 0.73 | -1.61 |
| Martin ratioReturn relative to average drawdown | -1.27 | 2.34 | -3.61 |
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Drawdowns
MSTR vs. RBOT.TO - Drawdown Comparison
The maximum MSTR drawdown since its inception was -99.86%, which is greater than RBOT.TO's maximum drawdown of -61.35%. Use the drawdown chart below to compare losses from any high point for MSTR and RBOT.TO.
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Drawdown Indicators
| MSTR | RBOT.TO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.86% | -61.35% | -38.51% |
Max Drawdown (1Y)Largest decline over 1 year | -76.53% | -19.94% | -56.59% |
Max Drawdown (3Y)Largest decline over 3 years | -77.42% | -30.90% | -46.52% |
Max Drawdown (5Y)Largest decline over 5 years | -84.11% | -61.35% | -22.76% |
Max Drawdown (10Y)Largest decline over 10 years | -89.27% | — | — |
Current DrawdownCurrent decline from peak | -73.84% | -23.91% | -49.93% |
Average DrawdownAverage peak-to-trough decline | -86.45% | -26.37% | -60.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 53.01% | 6.19% | +46.82% |
Volatility
MSTR vs. RBOT.TO - Volatility Comparison
Strategy Inc (MSTR) has a higher volatility of 21.60% compared to Global X Robotics & AI Index ETF (RBOT.TO) at 9.08%. This indicates that MSTR's price experiences larger fluctuations and is considered to be riskier than RBOT.TO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MSTR | RBOT.TO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 21.60% | 9.08% | +12.52% |
Volatility (6M)Calculated over the trailing 6-month period | 57.34% | 19.30% | +38.04% |
Volatility (1Y)Calculated over the trailing 1-year period | 71.15% | 25.25% | +45.90% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 90.79% | 27.20% | +63.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 73.80% | 26.52% | +47.28% |
Dividends
MSTR vs. RBOT.TO - Dividend Comparison
MSTR has not paid dividends to shareholders, while RBOT.TO's dividend yield for the trailing twelve months is around 0.13%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
MSTR Strategy Inc | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
RBOT.TO Global X Robotics & AI Index ETF | 0.13% | 0.14% | 0.85% | 0.11% | 0.52% | 0.04% | 0.17% | 0.67% | 0.15% |
Frequently Asked Questions
MSTR and RBOT.TO have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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