PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
ROBT vs. ^GSPC
Performance
Risk-Adjusted Performance
Drawdowns
Volatility

Correlation

The correlation between ROBT and ^GSPC is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


-0.50.00.51.00.8

Performance

ROBT vs. ^GSPC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) and S&P 500 (^GSPC). The values are adjusted to include any dividend payments, if applicable.

40.00%60.00%80.00%100.00%120.00%JulyAugustSeptemberOctoberNovemberDecember
53.54%
117.17%
ROBT
^GSPC

Key characteristics

Sharpe Ratio

ROBT:

0.04

^GSPC:

1.90

Sortino Ratio

ROBT:

0.21

^GSPC:

2.54

Omega Ratio

ROBT:

1.02

^GSPC:

1.35

Calmar Ratio

ROBT:

0.03

^GSPC:

2.81

Martin Ratio

ROBT:

0.14

^GSPC:

12.39

Ulcer Index

ROBT:

6.64%

^GSPC:

1.93%

Daily Std Dev

ROBT:

21.44%

^GSPC:

12.58%

Max Drawdown

ROBT:

-44.47%

^GSPC:

-56.78%

Current Drawdown

ROBT:

-23.06%

^GSPC:

-3.58%

Returns By Period

In the year-to-date period, ROBT achieves a -0.48% return, which is significantly lower than ^GSPC's 23.11% return.


ROBT

YTD

-0.48%

1M

0.69%

6M

6.59%

1Y

-0.94%

5Y*

5.96%

10Y*

N/A

^GSPC

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Compare stocks, funds, or ETFs

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


Risk-Adjusted Performance

ROBT vs. ^GSPC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) and S&P 500 (^GSPC). 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.


Sharpe ratio
The chart of Sharpe ratio for ROBT, currently valued at 0.04, compared to the broader market0.002.004.000.041.90
The chart of Sortino ratio for ROBT, currently valued at 0.21, compared to the broader market-2.000.002.004.006.008.0010.000.212.54
The chart of Omega ratio for ROBT, currently valued at 1.02, compared to the broader market0.501.001.502.002.503.001.021.35
The chart of Calmar ratio for ROBT, currently valued at 0.03, compared to the broader market0.005.0010.0015.000.032.81
The chart of Martin ratio for ROBT, currently valued at 0.14, compared to the broader market0.0020.0040.0060.0080.00100.000.1412.39
ROBT
^GSPC

The current ROBT Sharpe Ratio is 0.04, which is lower than the ^GSPC Sharpe Ratio of 1.90. The chart below compares the historical Sharpe Ratios of ROBT and ^GSPC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
0.04
1.90
ROBT
^GSPC

Drawdowns

ROBT vs. ^GSPC - Drawdown Comparison

The maximum ROBT drawdown since its inception was -44.47%, smaller than the maximum ^GSPC drawdown of -56.78%. Use the drawdown chart below to compare losses from any high point for ROBT and ^GSPC. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-23.06%
-3.58%
ROBT
^GSPC

Volatility

ROBT vs. ^GSPC - Volatility Comparison

First Trust Nasdaq Artificial Intelligence & Robotics ETF (ROBT) has a higher volatility of 7.02% compared to S&P 500 (^GSPC) at 3.64%. This indicates that ROBT's price experiences larger fluctuations and is considered to be riskier than ^GSPC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.02%
3.64%
ROBT
^GSPC
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab