ROBO Global Robotics and Automation Index ETF (ROBO): Rolling Returns

Data Source: from January 2014 to June 2024 (~11 years)
Consolidated Returns as of 30 June 2024

Holding the ROBO Global Robotics and Automation Index ETF (ROBO) ETF, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~11 years), the longest period with a negative return lasted 57 months (from February 2018 to October 2022).

This means that every rolling period of 58 months or above has always granted a positive return.

To obtain comprehensive information, please consult the ROBO Global Robotics and Automation Index ETF (ROBO) 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.

ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF (ROBO) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 July 2014 - 30 June 2024 (10 Years)
Data Source: 1 January 2014 - 30 June 2024 (~11 years)
Inflation Adjusted:

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Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.25% +89.44%
Apr 2020 - Mar 2021
-35.72%
Oct 2021 - Sep 2022
40.00%
46 out of 115
US Inflation Adjusted +3.99% +84.61%
Apr 2020 - Mar 2021
-40.59%
Oct 2021 - Sep 2022
42.61%
49 out of 115
1 Year Annualized Rolling Returns
Timeframes ending in every month

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1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +6.81% +43.55%
Feb 2016 - Jan 2018
-17.80%
Nov 2021 - Oct 2023
34.95%
36 out of 103
US Inflation Adjusted +4.65% +40.28%
Feb 2016 - Jan 2018
-22.07%
Nov 2021 - Oct 2023
40.78%
42 out of 103
2 Years Annualized Rolling Returns
Timeframes ending in every month

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2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.91% +29.46%
Jan 2019 - Dec 2021
-5.53%
May 2021 - Apr 2024
9.89%
9 out of 91
US Inflation Adjusted +8.69% +25.00%
Jan 2019 - Dec 2021
-10.45%
May 2021 - Apr 2024
17.58%
16 out of 91
3 Years Annualized Rolling Returns
Timeframes ending in every month

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3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.38% +21.04%
Jan 2017 - Dec 2020
-0.03%
Oct 2018 - Sep 2022
1.27%
1 out of 79
US Inflation Adjusted +9.42% +18.74%
Jan 2017 - Dec 2020
-3.98%
Oct 2018 - Sep 2022
5.06%
4 out of 79
4 Years Annualized Rolling Returns
Timeframes ending in every month

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4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.43% +24.30%
Feb 2016 - Jan 2021
+1.57%
Oct 2017 - Sep 2022
0.00%
0 out of 67
US Inflation Adjusted +5.98% +21.85%
Feb 2016 - Jan 2021
-2.11%
Oct 2017 - Sep 2022
8.96%
6 out of 67
5 Years Annualized Rolling Returns
Timeframes ending in every month

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5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +9.55% +19.69%
Oct 2015 - Sep 2021
+2.33%
Nov 2017 - Oct 2023
0.00%
0 out of 55
US Inflation Adjusted +6.40% +16.88%
Oct 2015 - Sep 2021
-1.37%
Nov 2017 - Oct 2023
3.64%
2 out of 55
6 Years Annualized Rolling Returns
Timeframes ending in every month

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6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.82% +15.68%
Jan 2015 - Dec 2021
+7.19%
Jul 2017 - Jun 2024
0.00%
0 out of 43
US Inflation Adjusted +8.09% +12.86%
Jan 2015 - Dec 2021
+3.45%
Jul 2017 - Jun 2024
0.00%
0 out of 43
7 Years Annualized Rolling Returns
Timeframes ending in every month

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7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +10.19% +12.75%
Jan 2014 - Dec 2021
+6.09%
Oct 2014 - Sep 2022
0.00%
0 out of 31
US Inflation Adjusted +6.85% +10.25%
Jan 2014 - Dec 2021
+3.19%
Oct 2014 - Sep 2022
0.00%
0 out of 31
8 Years Annualized Rolling Returns
Timeframes ending in every month

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8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +8.51% +9.52%
Jan 2015 - Dec 2023
+6.25%
Jan 2014 - Dec 2022
0.00%
0 out of 19
US Inflation Adjusted +5.48% +6.31%
Jan 2015 - Dec 2023
+3.44%
Jan 2014 - Dec 2022
0.00%
0 out of 19
9 Years Annualized Rolling Returns
Timeframes ending in every month

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9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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Annualized Rolling Returns - 10 Years (120 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +7.88% +8.19%
Apr 2014 - Mar 2024
+7.25%
Jul 2014 - Jun 2024
0.00%
0 out of 7
US Inflation Adjusted +4.95% +5.20%
Apr 2014 - Mar 2024
+4.32%
Jul 2014 - Jun 2024
0.00%
0 out of 7
10 Years Annualized Rolling Returns
Timeframes ending in every month

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10 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

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To obtain comprehensive information, please consult the ROBO Global Robotics and Automation Index ETF (ROBO) ETF: Historical Returns page.