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

Simulation Settings
Category:
Period: January 2014 - June 2025 (~12 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the ROBO Global Robotics and Automation Index ETF (ROBO) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~12 years), the longest duration with a negative return was 57 months (from February 2018 to October 2022).

This indicates that, within the same timeframe, any rolling period of 58 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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
Time Period: 1 July 2015 - 30 June 2025 (10 Years)
Time Period: 1 January 2014 - 30 June 2025 (~12 years)
All Data
(2014/01 - 2025/06)
US Inflation Adjusted:

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Rolling Period Analysis

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the simulation settings.

ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF (ROBO) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 January 2014 - 30 June 2025 (~12 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-35.72%
Oct 2021 - Sep 2022
+7.16% +89.44%
Apr 2020 - Mar 2021
40.16%
51 out of 127
-40.59%
Oct 2021 - Sep 2022
+3.56% +84.61%
Apr 2020 - Mar 2021
44.09%
56 out of 127
-17.80%
Nov 2021 - Oct 2023
+6.26% +43.55%
Feb 2016 - Jan 2018
33.04%
38 out of 115
-22.07%
Nov 2021 - Oct 2023
+4.43% +40.28%
Feb 2016 - Jan 2018
40.00%
46 out of 115
-6.91%
Jan 2022 - Dec 2024
+10.56% +29.46%
Jan 2019 - Dec 2021
17.48%
18 out of 103
-10.88%
Nov 2021 - Oct 2024
+7.55% +25.00%
Jan 2019 - Dec 2021
25.24%
26 out of 103
-5.66%
May 2021 - Apr 2025
+10.32% +21.04%
Jan 2017 - Dec 2020
8.79%
8 out of 91
-9.89%
May 2021 - Apr 2025
+7.37% +18.74%
Jan 2017 - Dec 2020
16.48%
15 out of 91
+1.57%
Oct 2017 - Sep 2022
+8.17% +24.30%
Feb 2016 - Jan 2021
0.00%
0 out of 79
-2.11%
Oct 2017 - Sep 2022
+4.93% +21.85%
Feb 2016 - Jan 2021
7.59%
6 out of 79
+2.33%
Nov 2017 - Oct 2023
+8.64% +19.69%
Oct 2015 - Sep 2021
0.00%
0 out of 67
-1.37%
Nov 2017 - Oct 2023
+5.68% +16.88%
Oct 2015 - Sep 2021
4.48%
3 out of 67
+3.27%
Apr 2018 - Mar 2025
+10.38% +15.68%
Jan 2015 - Dec 2021
0.00%
0 out of 55
-0.32%
Apr 2018 - Mar 2025
+6.85% +12.86%
Jan 2015 - Dec 2021
1.82%
1 out of 55
+5.73%
May 2017 - Apr 2025
+9.44% +12.75%
Jan 2014 - Dec 2021
0.00%
0 out of 43
+2.20%
May 2017 - Apr 2025
+6.05% +10.25%
Jan 2014 - Dec 2021
0.00%
0 out of 43
+6.25%
Jan 2014 - Dec 2022
+8.82% +11.85%
Feb 2016 - Jan 2025
0.00%
0 out of 31
+3.44%
Jan 2014 - Dec 2022
+5.87% +8.25%
Feb 2016 - Jan 2025
0.00%
0 out of 31
+6.93%
May 2015 - Apr 2025
+7.92% +9.29%
Feb 2015 - Jan 2025
0.00%
0 out of 19
+3.72%
May 2015 - Apr 2025
+4.94% +5.98%
Feb 2015 - Jan 2025
0.00%
0 out of 19
+6.21%
Apr 2014 - Mar 2025
+7.06% +7.90%
Feb 2014 - Jan 2025
0.00%
0 out of 7
+3.32%
Apr 2014 - Mar 2025
+4.13% +4.95%
Feb 2014 - Jan 2025
0.00%
0 out of 7
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