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RBTX.L vs. ISRG
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

RBTX.L vs. ISRG - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in iShares Automation & Robotics UCITS ETF (RBTX.L) and Intuitive Surgical, Inc. (ISRG). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

RBTX.L is traded in GBp, while ISRG is traded in USD. To make them comparable, the ISRG values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, RBTX.L achieves a 32.14% return, which is significantly higher than ISRG's -26.13% return.


RBTX.L

1D
3.16%
1M
8.29%
YTD
32.14%
6M
32.00%
1Y
50.78%
3Y*
19.29%
5Y*
12.03%
10Y*

ISRG

1D
1.27%
1M
-1.76%
YTD
-26.13%
6M
-25.76%
1Y
-17.71%
3Y*
6.54%
5Y*
8.38%
10Y*
20.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RBTX.L vs. ISRG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RBTX.L
iShares Automation & Robotics UCITS ETF
32.14%9.17%7.51%32.05%-26.55%22.26%35.08%32.52%-13.97%34.09%
ISRG
Intuitive Surgical, Inc.
-26.13%0.78%57.42%20.78%-17.37%33.00%34.33%18.74%39.01%57.71%

Correlation

The correlation between RBTX.L and ISRG is 0.23, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.23

Correlation (3Y)
Calculated over the trailing 3-year period

0.32

Correlation (5Y)
Calculated over the trailing 5-year period

0.35

Correlation (All Time)
Calculated using the full available price history since Sep 8, 2016

0.40

The correlation between RBTX.L and ISRG shifts across timeframes, from 0.23 (1 year) to 0.40 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

RBTX.L vs. ISRG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

RBTX.L
RBTX.L Risk / Return Rank: 7676
Overall Rank
RBTX.L Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
RBTX.L Sortino Ratio Rank: 7979
Sortino Ratio Rank
RBTX.L Omega Ratio Rank: 7474
Omega Ratio Rank
RBTX.L Calmar Ratio Rank: 8080
Calmar Ratio Rank
RBTX.L Martin Ratio Rank: 6767
Martin Ratio Rank

ISRG
ISRG Risk / Return Rank: 1717
Overall Rank
ISRG Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
ISRG Sortino Ratio Rank: 1616
Sortino Ratio Rank
ISRG Omega Ratio Rank: 1717
Omega Ratio Rank
ISRG Calmar Ratio Rank: 2121
Calmar Ratio Rank
ISRG Martin Ratio Rank: 1717
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.

RBTX.L vs. ISRG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Automation & Robotics UCITS ETF (RBTX.L) and Intuitive Surgical, Inc. (ISRG). 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.


RBTX.LISRGDifference
Sharpe ratioReturn per unit of total volatility

+2.89

Sortino ratioReturn per unit of downside risk

+3.93

Omega ratioGain probability vs. loss probability

1.39

0.91

+0.48

Calmar ratioReturn relative to maximum drawdown

3.86

-0.55

+4.41

Martin ratioReturn relative to average drawdown

11.29

-1.12

+12.42

RBTX.L vs. ISRG - Sharpe Ratio Comparison

The current RBTX.L Sharpe Ratio is 2.30, which is higher than the ISRG Sharpe Ratio of -0.59. The chart below compares the historical Sharpe Ratios of RBTX.L and ISRG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RBTX.L vs. ISRG - Drawdown Comparison

The maximum RBTX.L drawdown since its inception was -33.46%, smaller than the maximum ISRG drawdown of -66.17%. Use the drawdown chart below to compare losses from any high point for RBTX.L and ISRG.


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Drawdown Indicators


RBTX.LISRGDifference

Max Drawdown

Largest peak-to-trough decline

-33.46%

-66.17%

+32.71%

Max Drawdown (1Y)

Largest decline over 1 year

-13.10%

-32.12%

+19.02%

Max Drawdown (3Y)

Largest decline over 3 years

-27.28%

-39.73%

+12.45%

Max Drawdown (5Y)

Largest decline over 5 years

-33.46%

-43.14%

+9.68%

Max Drawdown (10Y)

Largest decline over 10 years

-43.14%

Current Drawdown

Current decline from peak

0.00%

-37.35%

+37.35%

Average Drawdown

Average peak-to-trough decline

-9.59%

-14.05%

+4.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.48%

15.81%

-11.33%

Volatility

RBTX.L vs. ISRG - Volatility Comparison

iShares Automation & Robotics UCITS ETF (RBTX.L) and Intuitive Surgical, Inc. (ISRG) have volatilities of 9.28% and 9.33%, 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


RBTX.LISRGDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.28%

9.33%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

17.74%

20.13%

-2.39%

Volatility (1Y)

Calculated over the trailing 1-year period

22.02%

30.31%

-8.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

25.33%

32.06%

-6.73%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.51%

31.94%

-7.43%

Dividends

RBTX.L vs. ISRG - Dividend Comparison

Neither RBTX.L nor ISRG has paid dividends to shareholders.


Tickers have no history of dividend payments

Frequently Asked Questions


RBTX.L and ISRG have a correlation of 0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Portfolio Optimizer

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