In the last 5 Years, the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF obtained a 3.14% compound annual return, with a 25.38% standard deviation.
In 2021, the ETF granted a 0.18% dividend yield. If you are interested in getting periodic income, please refer to the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Multi Cap
- Style: Blend
- Region: Developed Markets
- Country: Broad Developed Markets
Historical Returns as of Jul 31, 2022
Historical returns and stats of Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF. Total Returns and Inflation Adjusted Returns are both mentioned.
Period | Return (%) as of Jul 2022 |
Return (%) Infl.Adj. |
Standard Deviation (%) |
Max Drawdown (%) |
Months Pos - Neg |
---|---|---|---|---|---|
1M
Jul 2022
|
10.83
|
10.84
|
0.00
|
1 - 0
|
|
3M
|
-5.36
|
-7.65
|
-14.61
Jun 2022 - Jun 2022
|
2 - 1
|
|
6M
|
-24.00
|
-27.88
|
-31.43
Feb 2022 - Jun 2022
|
2 - 4
|
|
YTD
|
-37.20
|
-40.90
|
-43.33
Jan 2022 - Jun 2022
|
2 - 5
|
|
1Y
|
-33.63
|
-38.85
|
30.57
|
-45.95
Nov 2021 - Jun 2022
|
4 - 8
33% pos
|
3Y(*)
|
4.98
|
0.07
|
25.54
|
-45.95
Nov 2021 - Jun 2022
|
19 - 17
53% pos
|
5Y(*)
|
3.14
|
-0.73
|
25.38
|
-45.95
Nov 2021 - Jun 2022
|
32 - 28
53% pos
|
MAX(*)
01 Jan 2017
|
8.12
|
4.23
|
24.50
|
-45.95
Nov 2021 - Jun 2022
|
39 - 28
58% pos
|
US Inflation is updated to Jul 2022. Current inflation (annualized) is 1Y: 8.52% , 5Y: 3.89%
Correlations as of Jul 31, 2022
Monthly correlations of Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF vs the main Asset Classes, over different timeframes.
Columns are sortable (click on table header to sort).
Correlation vs BOTZ | ||||
---|---|---|---|---|
|
||||
Asset Class | 1 Year | 5 Years | Since Jan 2017 |
|
US Total Stock Market VTI |
0.86
|
0.85
|
0.84
|
|
US Large Cap SPY |
0.84
|
0.84
|
0.83
|
|
US Small Cap IJR |
0.92
|
0.78
|
0.77
|
|
US REITs VNQ |
0.67
|
0.55
|
0.53
|
|
US Technology QQQ |
0.86
|
0.85
|
0.84
|
|
Preferred Stocks PFF |
0.85
|
0.64
|
0.63
|
|
EAFE Stocks EFA |
0.79
|
0.81
|
0.82
|
|
World All Countries VT |
0.85
|
0.86
|
0.86
|
|
Emerging Markets EEM |
0.53
|
0.72
|
0.73
|
|
Europe VGK |
0.71
|
0.77
|
0.77
|
|
Pacific VPL |
0.88
|
0.87
|
0.86
|
|
Latin America FLLA |
0.35
|
0.44
|
0.44
|
|
US Total Bond Market BND |
0.77
|
0.36
|
0.37
|
|
Long Term Treasuries TLT |
0.63
|
-0.02
|
-0.02
|
|
US Cash BIL |
-0.09
|
-0.16
|
-0.18
|
|
TIPS TIP |
0.78
|
0.44
|
0.43
|
|
Investment Grade Bonds LQD |
0.84
|
0.57
|
0.56
|
|
High Yield Bonds HYG |
0.83
|
0.73
|
0.73
|
|
International Bond Market BNDX |
0.67
|
0.32
|
0.32
|
|
Emerging Market Bonds EMB |
0.79
|
0.60
|
0.61
|
|
Gold GLD |
0.18
|
0.10
|
0.10
|
|
Commodities DBC |
-0.07
|
0.38
|
0.36
|
Capital Growth as of Jul 31, 2022
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: Dividend Yield page.
The Inflation Adjusted Capital now would be 964.20$, with a net total return of -3.58% (-0.73% annualized).
The Inflation Adjusted Capital now would be 1260.38$, with a net total return of 26.04% (4.23% annualized).
Drawdowns
Worst drawdowns since August 2017.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-45.95% | Nov 2021 | Jun 2022 | 8 | in progress | 1 | 9 |
-35.85% | Feb 2018 | Dec 2018 | 11 | Aug 2020 | 20 | 31 |
-2.69% | Jul 2021 | Jul 2021 | 1 | Aug 2021 | 1 | 2 |
-2.10% | Feb 2021 | Mar 2021 | 2 | Apr 2021 | 1 | 3 |
-0.87% | Dec 2017 | Dec 2017 | 1 | Jan 2018 | 1 | 2 |
-0.57% | Oct 2020 | Oct 2020 | 1 | Nov 2020 | 1 | 2 |
-0.27% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-0.26% | May 2021 | May 2021 | 1 | Jun 2021 | 1 | 2 |
Worst drawdowns since January 2017.
Drawdown period |
Recovery period |
Total |
||||
---|---|---|---|---|---|---|
Drawdown | Start | Bottom | #Months | End | #Months | #Months |
-45.95% | Nov 2021 | Jun 2022 | 8 | in progress | 1 | 9 |
-35.85% | Feb 2018 | Dec 2018 | 11 | Aug 2020 | 20 | 31 |
-2.69% | Jul 2021 | Jul 2021 | 1 | Aug 2021 | 1 | 2 |
-2.10% | Feb 2021 | Mar 2021 | 2 | Apr 2021 | 1 | 3 |
-0.87% | Dec 2017 | Dec 2017 | 1 | Jan 2018 | 1 | 2 |
-0.57% | Oct 2020 | Oct 2020 | 1 | Nov 2020 | 1 | 2 |
-0.27% | Sep 2021 | Sep 2021 | 1 | Oct 2021 | 1 | 2 |
-0.26% | May 2021 | May 2021 | 1 | Jun 2021 | 1 | 2 |
Rolling Returns ( more details)
Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: annualized rolling and average returns
Rolling Period |
Return (*) | Negative Periods |
||
---|---|---|---|---|
Average (%) | Best (%) | Worst (%) | ||
1 Year |
14.74 |
83.18 Apr 2020 - Mar 2021 |
-41.73 Jul 2021 - Jun 2022 |
37.50% |
2 Years |
13.12 |
41.50 Jan 2019 - Dec 2020 |
-12.40 Apr 2018 - Mar 2020 |
25.00% |
3 Years |
12.26 |
29.57 Jan 2019 - Dec 2021 |
-0.43 Jul 2019 - Jun 2022 |
3.13% |
5 Years |
9.37 |
19.75 Jan 2017 - Dec 2021 |
2.33 Jul 2017 - Jun 2022 |
0.00% |
If you need a deeper detail about rolling returns, please refer to the Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: Rolling Returns page.
Seasonality
Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF: in which months is it better to invest?
For further information about the seasonality, check the Asset Class Seasonality page.
Monthly Average Return (%) and Gain Frequency | ||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|
Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
Average Win % |
2.24 67% |
-0.99 33% |
-1.35 33% |
0.74 67% |
0.81 67% |
-0.50 67% |
2.78 67% |
3.42 80% |
2.88 60% |
0.20 60% |
2.95 60% |
-1.73 40% |
Best Year |
11.7 2018 |
5.7 2019 |
4.7 2017 |
12.6 2020 |
13.5 2020 |
11.2 2019 |
10.8 2022 |
7.8 2021 |
6.5 2019 |
8.5 2017 |
14.2 2020 |
4.7 2020 |
Worst Year |
-17.4 2022 |
-6.9 2018 |
-10.5 2020 |
-17.8 2022 |
-12.6 2019 |
-14.6 2022 |
-5.4 2019 |
-4.2 2019 |
-0.7 2018 |
-13.8 2018 |
-3.9 2021 |
-13.8 2018 |
Monthly/Yearly Returns
Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ) ETF monthly and yearly returns: how is the distribution of the returns recorded so far?
Yearly Return(%) |
Monthly Return(%) |
|||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Year | Total | Infl.Adj | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
2022 |
-37.20 | -40.90 | -17.4 | -0.4 | -1.9 | -17.8 | 0.0 | -14.6 | 10.8 | |||||
2021 |
+8.65 | +1.50 | 2.2 | -0.7 | -1.4 | 3.6 | -0.3 | 2.2 | -2.7 | 7.8 | -0.3 | 3.0 | -3.9 | -0.7 |
2020 |
+51.92 | +49.88 | -2.1 | -5.3 | -10.5 | 12.6 | 13.5 | 3.3 | 6.1 | 7.0 | 2.8 | -0.6 | 14.2 | 4.7 |
2019 |
+31.79 | +28.85 | 10.3 | 5.7 | 2.9 | 7.1 | -12.6 | 11.2 | -5.4 | -4.2 | 6.5 | 3.8 | 3.2 | 2.1 |
2018 |
-28.35 | -29.69 | 11.7 | -6.9 | -1.8 | -4.5 | 0.6 | -5.3 | 1.4 | 3.3 | -0.7 | -13.8 | -0.1 | -13.8 |
2017 |
+58.01 | +54.75 | 8.8 | 1.7 | 4.7 | 3.4 | 3.6 | 0.3 | 6.5 | 3.1 | 6.1 | 8.5 | 1.3 | -0.9 |