L&G ROBO Global® Robotics and Automation UCITS ETF USD Accumulating ETF/ IE00BMW3QX54 /
| NAV2024-12-19 | Chg.-0.3629 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 22.3421USD | -1.60% | reinvestment | Equity Worldwide | LGIM Managers (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | 1.27 | -1.44 | - |
| 2015 | -3.12 | 5.14 | 0.77 | 0.38 | -0.28 | -2.94 | -5.28 | -5.68 | -5.59 | 9.05 | 2.45 | -1.35 | -7.32% |
| 2016 | -10.74 | 3.42 | 9.01 | 1.46 | 0.62 | -1.64 | 5.94 | 1.28 | 5.24 | -2.31 | 2.27 | 1.94 | +16.21% |
| 2017 | 6.43 | 3.15 | 2.31 | 3.06 | 4.69 | -0.90 | 5.66 | 1.78 | 5.12 | 5.14 | 2.98 | -0.68 | +46.01% |
| 2018 | 9.49 | -5.33 | -2.75 | -2.89 | 2.41 | -3.03 | 1.79 | 4.64 | -1.92 | -13.19 | 1.62 | -11.08 | -20.35% |
| 2019 | 11.14 | 6.31 | 0.07 | 7.44 | -12.75 | 10.19 | -3.64 | -5.36 | 5.10 | 3.79 | 3.91 | 2.78 | +29.75% |
| 2020 | -1.20 | -7.41 | -12.40 | 15.36 | 9.42 | 2.20 | 5.40 | 5.40 | -0.52 | 0.16 | 16.74 | 8.45 | +44.84% |
| 2021 | 6.22 | 0.86 | -2.48 | 1.90 | -1.17 | 2.05 | 0.73 | 2.61 | -4.00 | 5.95 | -0.73 | 3.18 | +15.62% |
| 2022 | -11.68 | -3.25 | -1.93 | -13.47 | 0.15 | -11.50 | 12.38 | -6.45 | -12.10 | 6.52 | 9.01 | -3.53 | -33.48% |
| 2023 | 13.90 | -0.71 | 3.86 | -2.34 | 2.30 | 7.12 | 1.41 | -7.61 | -7.82 | -8.93 | 14.28 | 9.68 | +23.92% |
| 2024 | -3.52 | 3.56 | 2.00 | -6.31 | 1.50 | -1.03 | 1.66 | -0.93 | 3.19 | -3.12 | 3.75 | -3.04 | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 16.20% | 17.74% | 16.10% | 20.15% | 21.10% |
| Sharpe ratio | -0.36 | -0.08 | -0.27 | -0.43 | 0.15 |
| Best month | +9.68% | +3.75% | +9.68% | +14.28% | +16.74% |
| Worst month | -6.31% | -3.12% | -6.31% | -13.47% | -13.47% |
| Maximum loss | -14.98% | -14.11% | -14.98% | -41.66% | -42.94% |
| Outperformance | +1.39% | - | +12.93% | -1.99% | +4.24% |
All quotes in USD
Performance
| YTD | -2.86% | ||
|---|---|---|---|
| 6 Months | +0.69% | ||
| 1 Year | -1.45% | ||
| 3 Years | -16.54% | ||
| 5 Years | +34.19% | ||
| 10 Years | +118.40% | ||
| Since start | +123.64% | ||
| Year | |||
| 2023 | +23.92% | ||
| 2022 | -33.48% | ||
| 2021 | +15.62% | ||
| 2020 | +44.84% | ||
| 2019 | +29.75% | ||
| 2018 | -20.35% | ||
| 2017 | +46.01% | ||
| 2016 | +16.21% | ||
| 2015 | -7.32% | ||
