What if you invested monthly in a robotics & AI ETF (BOTZ) for 5 years?
This looks at investing a fixed amount every month for 5 years into a theme ETF concentrated in robotics, automation and AI companies. As a highly hyped theme, the result depends heavily on when you started.
Investment conditions
Asset · Robotics & AI ETF (BOTZ)
Method · Recurring monthly investment
Period · 2021-07-01 ~ 2026-07-01
Amount · $222 / month
As of · 2026-07-01
Key metrics
These results do not reflect taxes. Based on historical data.
Risk & recovery
As important as returns. This service does not hide maximum drawdown or loss periods.
Maximum drawdown (MDD)
-26.0%
Largest drop from peak
Longest loss period
16months
Months in loss: 20
Recovery period
1months
Growth over time
Invested principal (dashed) and portfolio value (solid). Values below match the calculation.
Total invested $13,556 → Final value $17,872 (+31.8%), Maximum drawdown (MDD) -26.0%
Why this period and asset
BOTZ is a theme ETF holding global names in industrial robotics, automation and artificial intelligence. The July 2021 start sits at the tail end of a hot growth-theme phase, and it ran straight into the 2022 rate hikes and tech correction. Money that entered near that peak suffered a sizeable drawdown, then saw partial recovery through 2023-2024 as AI interest grew. This short 5-year window compresses a theme's overheating, cooling and re-emergence.
Interpreting the result
The robotics & AI theme is highly hyped, and just as volatile. These 5 years ran through peak-area entry, a deep maximum drawdown and a partial recovery, with stretches of prolonged losses along the way. Over a short window, entry timing and drawdown/recovery matter more than compounding. Monthly investing keeps buying at lower prices in declines to lower your average cost, but entering a hyped theme while overvalued can mean a long wait to recover. However appealing the AI narrative, judge the entry valuation and volatility soberly.
Caveats & limits
This result simplifies taxes, trading fees and currency effects, and past performance does not guarantee the future. Theme ETFs concentrate in one industry with high risks of a fading trend and overvaluation, and over a short 5-year window drawdowns and loss periods can dominate the result. As a dollar asset, the won-based outcome shifts with USD/KRW.
Data sources & limits
- Price data source: Yahoo Finance / FinanceDataReader
- Collected on: 2026-07-23
- Effective trading date: 2026-07-01
- Price basis: 調整後終値(配当・株式分割を反映)
- Trading fees and taxes are not reflected — figures are pre-tax.
- Based on historical data; does not guarantee future returns.
Frequently asked questions
Is 5 years enough to judge the robotics & AI theme?
Five years is short for seeing a full theme cycle. When the start sits near a peak, as here, early drawdowns dominate the result, making long-term growth hard to conclude.
AI looks promising, so should I get in now?
This service does not recommend buying any specific asset or timing. The more hyped a theme, the greater the overvaluation risk and volatility, so check the maximum drawdown and loss period first.
Are taxes and currency included?
This simulation simplifies dividends, fees, taxes and currency. In reality, overseas-ETF taxes and currency moves are added and can change the final return.
Related scenarios
📋 結果は過去のデータに基づくものです。過去のリターンは将来のリターンを保証しません。
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