Global X Robotics & Artificial Intelligence ETF (BOTZ) ETF विश्लेषण

फंड का अवलोकन

Global X Robotics & Artificial Intelligence ETF (BOTZ) is a financial instrument classified under the Miscellaneous Sector category, managed by the fund family known as Global X Funds. The fund currently oversees a total of $2.94 billion in assets under management, a figure that reflects a significant scale and suggests substantial interest from institutional and retail participants in the robotics and technology space. While the specific number of individual holdings is not disclosed in the available data, the absence of this metric precludes a direct assessment of the fund's current diversification level or concentration risk based solely on this dataset. The fund operates with an expense ratio of 0.7%, which represents a higher-cost structure relative to many broad-market index funds but is typical for specialized sector-focused ETFs that aim to capture niche technological growth.

प्रदर्शन विश्लेषण

The fund distributes an annual yield of 0.7%, indicating that it provides minimal income generation for investors seeking regular cash flows through dividends rather than capital appreciation. For the current fiscal year-to-date period, the ETF has recorded a return of -10.0%, a negative figure that highlights the asset's sensitivity to recent market corrections within the artificial intelligence and robotics sectors. Over a longer horizon, the fund has demonstrated a 3-year average return of 12.9%, whereas the 5-year average return stands at 0.4%, illustrating a divergence in performance consistency across different timeframes. The contrast between the short-term YTD decline and the positive 3-year average suggests that recent volatility has temporarily overshadowed the underlying long-term growth trajectory observed over the past three years. The 5-year average return of 0.4% indicates that the fund has faced significant headwinds over its full operational history, resulting in modest cumulative gains despite the high-potential nature of its underlying holdings. Furthermore, the expense ratio of 0.7% acts as a recurring deduction from the fund's gross performance, meaning that over extended periods, this cost erodes the net returns available to shareholders compared to lower-cost alternatives.

Price & Risk Profile

The 52-week high for the Global X Robotics & Artificial Intelligence ETF was established at $39.78, while the 52-week low was recorded at $25.91, defining the primary trading range over the last year. This wide fluctuation between the high and low prices indicates that the fund experiences significant price volatility, which is characteristic of sector-specific funds that lack the stabilizing effect of broad market diversification. Although the exact current price is not provided in the source data, the range suggests that the asset price has moved substantially, with a potential swing of over 13 points observed within the last year. The beta value is listed as N/A, which means that the fund's specific volatility relative to the broader market index cannot be quantified using the standard beta metric available in this dataset. Based on the wide 52-week range and the recent YTD decline, the overall risk profile appears to be elevated, as investors are exposed to the specific technological and regulatory risks inherent in the robotics and AI industries without the cushioning effect of a diversified portfolio.