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ROBORobo Global Robotics and Automation Index ETF

Grow my money12y track recordRanked #1,079 of 2,998 in this goal

Tracks the ROBO Global Robotics and Automation Index.

By Robo Global · Launched 2013

Annual Cost

0.95%

#4,882 of 5,861 · expensive

Fund Size

$2.0B

#757 of 5,861 · large

Return (1Y)Goal

+27.2%

Track Record

12 years

#1,120 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$12,707+27.1%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Strategy

Index tracking

Sector

Industrials

Focus

Robotics & Automation

Index tracked

ROBO Global Robotics and Automation Index

What it actually holds

By weight

Concentration

Top 10 holdings = 21.1% of fund✓ well diversified

DREY INST PREF GOV MM-MDSVXX
4.3%
CELESTICA INC.
2.2%
AIRTAC INTERNATIONAL GROUP
1.9%
Koh Young Technology Inc
1.8%
TERADYNE, INC.
1.8%
Infineon Technologies AG
1.8%
HIWIN TECHNOLOGIES CORPORATION
1.8%
Harmonic Drive Systems Inc.
1.8%
FANUC CORPORATION
1.8%
AMBARELLA, INC.
1.8%

Asset allocation

Stocks
99.6%
Cash
0.4%

By sector

Industrials
47.0%
Technology
41.1%
Healthcare
5.3%
Consumer Cyclical
4.3%
Financial Services
1.5%
Communication
0.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
26.5%High

Year-on-year price swings

Max drawdown
-43.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.40Below average
Sortino (3Y)
0.57Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the ROBO Global Robotics and Automation Index.
Strategy
Employs a passive management strategy using replication methodology to invest in securities comprising the ROBO Global Robotics and Automation Index. The Fund focuses on robotics-related and automation-related companies, with significant exposure to the Technology and Industrials sectors, including U.S. and foreign issuers, and emerging markets.
Inception date
October 22, 2013
Fund family
Robo Global

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Data updated on 2026-08-04