L&G ROBO Global® Rob.a.Autom.UCITS ETF/  IE00BMW3QX54  /

Fonds
NAV9/20/2023 Chg.-0.1197 Type of yield Investment Focus Investment company
20.5594USD -0.58% reinvestment Equity Worldwide LGIM Managers (EU) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - - 1.24 -1.45 -
2015 -3.07 5.05 0.83 0.36 -0.29 -2.94 -5.28 -5.68 -5.60 9.10 2.41 -1.30 -7.26%
2016 -10.83 3.53 8.98 1.48 0.57 -1.60 5.95 1.26 5.25 -2.30 2.22 1.95 +16.15%
2017 6.40 3.21 2.25 3.08 4.67 -0.86 5.63 1.79 5.14 5.10 3.01 -0.68 +46.00%
2018 9.49 -5.33 -2.75 -2.88 2.36 -3.00 1.81 4.59 -1.87 -13.19 1.60 -11.12 -20.36%
2019 11.16 6.32 0.08 7.41 -12.76 10.24 -3.68 -5.32 5.05 3.84 3.90 2.79 +29.81%
2020 -1.21 -7.45 -12.37 15.32 9.47 2.15 5.41 5.39 -0.52 0.18 16.71 8.46 +44.81%
2021 6.22 0.86 -2.48 1.88 -1.14 2.05 0.74 2.57 -3.97 5.92 -0.72 3.18 +15.62%
2022 -11.67 -3.27 -1.94 -13.47 0.18 -11.51 12.39 -6.45 -12.11 6.52 9.04 -3.56 -33.49%
2023 13.94 -0.74 3.89 -2.38 2.33 7.10 1.43 -7.59 -5.97 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.37% 14.51% 19.42% 20.20% 21.47%
Sharpe ratio 0.75 -0.35 0.63 -0.03 0.02
Best month +13.94% +7.10% +13.94% +16.71% +16.71%
Worst month -7.59% -7.59% -12.11% -13.47% -13.47%
Maximum loss -14.24% -14.24% -14.24% -42.95% -42.95%
Outperformance +1.39% - +12.93% -1.99% +4.24%
 
All quotes in USD

Performance

YTD  
+10.79%
6 Months
  -0.59%
1 Year  
+16.18%
3 Years  
+10.19%
5 Years  
+24.01%
10 Years     -
Since start  
+105.78%
Year
2022
  -33.49%
2021  
+15.62%
2020  
+44.81%
2019  
+29.81%
2018
  -20.36%
2017  
+46.00%
2016  
+16.15%
2015
  -7.26%