Consolidated Returns as of 31 March 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 (~10 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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.45% |
+89.44%
Apr 2020 - Mar 2021 |
-35.72%
Oct 2021 - Sep 2022 |
40.18%
45 out of 112 |
US Inflation Adjusted | +5.45% |
+84.61%
Apr 2020 - Mar 2021 |
-40.59%
Oct 2021 - Sep 2022 |
41.07%
46 out of 112 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +6.81% |
+43.55%
Feb 2016 - Jan 2018 |
-17.80%
Nov 2021 - Oct 2023 |
36.00%
36 out of 100 |
US Inflation Adjusted | +4.65% |
+40.28%
Feb 2016 - Jan 2018 |
-22.07%
Nov 2021 - Oct 2023 |
41.00%
41 out of 100 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.07% |
+29.46%
Jan 2019 - Dec 2021 |
-5.13%
Feb 2021 - Jan 2024 |
6.82%
6 out of 88 |
US Inflation Adjusted | +8.75% |
+25.00%
Jan 2019 - Dec 2021 |
-10.21%
Feb 2021 - Jan 2024 |
14.77%
13 out of 88 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.55% |
+21.04%
Jan 2017 - Dec 2020 |
-0.03%
Oct 2018 - Sep 2022 |
1.32%
1 out of 76 |
US Inflation Adjusted | +9.56% |
+18.74%
Jan 2017 - Dec 2020 |
-3.98%
Oct 2018 - Sep 2022 |
5.26%
4 out of 76 |
Annualized Rolling Returns - 5 Years (60 months)
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 64 |
US Inflation Adjusted | +6.03% |
+21.85%
Feb 2016 - Jan 2021 |
-2.11%
Oct 2017 - Sep 2022 |
9.38%
6 out of 64 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.71% |
+19.69%
Oct 2015 - Sep 2021 |
+2.33%
Nov 2017 - Oct 2023 |
0.00%
0 out of 52 |
US Inflation Adjusted | +6.53% |
+16.88%
Oct 2015 - Sep 2021 |
-1.37%
Nov 2017 - Oct 2023 |
3.85%
2 out of 52 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.10% |
+15.68%
Jan 2015 - Dec 2021 |
+7.83%
Nov 2016 - Oct 2023 |
0.00%
0 out of 40 |
US Inflation Adjusted | +8.56% |
+12.86%
Jan 2015 - Dec 2021 |
+4.19%
Nov 2016 - Oct 2023 |
0.00%
0 out of 40 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +9.64% |
+12.75%
Jan 2014 - Dec 2021 |
+6.09%
Oct 2014 - Sep 2022 |
0.00%
0 out of 28 |
US Inflation Adjusted | +6.32% |
+10.25%
Jan 2014 - Dec 2021 |
+3.19%
Oct 2014 - Sep 2022 |
0.00%
0 out of 28 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +8.38% |
+9.52%
Jan 2015 - Dec 2023 |
+6.25%
Jan 2014 - Dec 2022 |
0.00%
0 out of 16 |
US Inflation Adjusted | +5.48% |
+6.31%
Jan 2015 - Dec 2023 |
+3.44%
Jan 2014 - Dec 2022 |
0.00%
0 out of 16 |
Annualized Rolling Returns - 10 Years (120 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +7.88% |
+8.19%
Apr 2014 - Mar 2024 |
+7.87%
Feb 2014 - Jan 2024 |
0.00%
0 out of 4 |
US Inflation Adjusted | +4.95% |
+5.20%
Apr 2014 - Mar 2024 |
+4.94%
Mar 2014 - Feb 2024 |
0.00%
0 out of 4 |
To obtain comprehensive information, please consult the ROBO Global Robotics and Automation Index ETF (ROBO) ETF: Historical Returns page.