Consolidated Returns as of 31 March 2024
Holding the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~7 years), the longest period with a negative return lasted 72 months (from November 2017 to October 2023).
This means that every rolling period of 73 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: Historical Returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.57% |
+83.18%
Apr 2020 - Mar 2021 |
-50.45%
Oct 2021 - Sep 2022 |
38.16%
29 out of 76 |
US Inflation Adjusted | +9.55% |
+78.51%
Apr 2020 - Mar 2021 |
-54.20%
Oct 2021 - Sep 2022 |
39.47%
30 out of 76 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +1.23% |
+41.50%
Jan 2019 - Dec 2020 |
-22.10%
Nov 2021 - Oct 2023 |
45.31%
29 out of 64 |
US Inflation Adjusted | -1.58% |
+38.98%
Jan 2019 - Dec 2020 |
-26.15%
Nov 2021 - Oct 2023 |
51.56%
33 out of 64 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.73% |
+29.57%
Jan 2019 - Dec 2021 |
-6.15%
Nov 2020 - Oct 2023 |
23.08%
12 out of 52 |
US Inflation Adjusted | +4.52% |
+25.10%
Jan 2019 - Dec 2021 |
-11.23%
Nov 2020 - Oct 2023 |
34.62%
18 out of 52 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.08% |
+22.70%
Jan 2017 - Dec 2020 |
-5.01%
Oct 2018 - Sep 2022 |
7.50%
3 out of 40 |
US Inflation Adjusted | +2.44% |
+20.37%
Jan 2017 - Dec 2020 |
-8.77%
Oct 2018 - Sep 2022 |
25.00%
10 out of 40 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +3.66% |
+19.75%
Jan 2017 - Dec 2021 |
-3.05%
Oct 2017 - Sep 2022 |
21.43%
6 out of 28 |
US Inflation Adjusted | -0.33% |
+16.30%
Jan 2017 - Dec 2021 |
-6.64%
Nov 2017 - Oct 2022 |
53.57%
15 out of 28 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +5.22% |
+8.03%
Jul 2017 - Jun 2023 |
-0.07%
Nov 2017 - Oct 2023 |
6.25%
1 out of 16 |
US Inflation Adjusted | +1.37% |
+4.16%
Jul 2017 - Jun 2023 |
-3.68%
Nov 2017 - Oct 2023 |
31.25%
5 out of 16 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.53% |
+10.10%
Jan 2017 - Dec 2023 |
+8.83%
Feb 2017 - Jan 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +5.73% |
+6.38%
Jan 2017 - Dec 2023 |
+5.16%
Feb 2017 - Jan 2024 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: Historical Returns page.