Direxion Daily Robotics Artificial… (UBOT) Performance
UBOT total return
Distributions reinvested · as of Oct 23, 2026- YTD
- −25.5% since Dec 31, 2025
- 1 year
- −30.7% total return
- 5 years
- −16.1% a year
- Since first price
- −8.3% a year since 2018
UBOT trailing returns vs SPY, QQQ, AGG
| Period | UBOT total return | Price only | S&P 500 (SPY) | Nasdaq-100 (QQQ) | U.S. bonds (AGG) |
|---|---|---|---|---|---|
| 1 month | −13.3% | −13.3% | −1.0% | −5.0% | +0.9% |
| 3 months | −9.7% | −10.0% | +3.2% | +1.9% | −0.4% |
| 6 months | −24.2% | −24.6% | +7.8% | +8.4% | −1.5% |
| YTD | −25.5% | −26.1% | +12.3% | +15.1% | −1.0% |
| 1 year | −30.7% | −31.4% | +14.4% | +15.9% | −1.1% |
| 3 years | +39.8%+11.8%/yr | +35.1% | +87.4%+23.3%/yr | +101.4%+26.3%/yr | +16.6%+5.2%/yr |
| 5 years | −58.5%−16.1%/yr | −60.9% | +79.3%+12.4%/yr | +94.0%+14.2%/yr | −0.8%−0.2%/yr |
| Since inceptionApr 19, 2018 | −52.1%−8.3%/yr | −61.6% | — | — | — |
Total return from adjusted closes (distributions reinvested, before tax). Periods of 3 years or more are also shown annualized. Price only excludes distributions.
Growth of $10,000: UBOT vs SPY
From Apr 19, 2018: UBOT grew to $4,790, SPY to $32,145.
Year-end values with distributions reinvested, no taxes or trading costs. Start: first common trading day of both funds.
UBOT returns by calendar year
6 of 7 full years positive. Best 2019 (+87.4%), worst 2022 (−72.5%). 2026 is year to date.
UBOT annual returns table
| Year | UBOT | Largest drop | SPY | QQQ | AGG |
|---|---|---|---|---|---|
| 2026YTD | −25.5% | −42.1% | +12.3% | +15.1% | −1.0% |
| 2025 | +13.4% | −51.5% | +17.7% | +20.8% | +7.2% |
| 2024 | +12.0% | −32.7% | +24.9% | +25.6% | +1.3% |
| 2023 | +72.6% | −47.0% | +26.2% | +54.9% | +5.7% |
| 2022 | −72.5% | −78.8% | −18.2% | −32.6% | −13.0% |
| 2021 | +9.8% | −25.8% | +28.7% | +27.4% | −1.8% |
| 2020 | +80.1% | −77.2% | +18.3% | +48.6% | +7.5% |
| 2019 | +87.4% | −46.0% | +31.2% | +39.0% | +8.5% |
Largest drop = deepest fall from a high within that calendar year.
Calendar-year return vs largest drop within the year
Most years include a sizable fall at some point even when the year ends higher.
UBOT largest drawdowns
Now 63.9% below the high| Peak | Decline | Bottom | Recovered | Fall | Underwater |
|---|---|---|---|---|---|
| Apr 19, 2018 | −86.0% | Mar 18, 2020 | Jan 7, 2021 | 1.9 years | 2.7 years |
| Nov 8, 2021 | −82.9% | Oct 14, 2022 | not yet | 11 months | 5.0 years so far |
| Feb 12, 2021 | −25.8% | May 12, 2021 | Sep 1, 2021 | 3 months | 7 months |
| Sep 23, 2021 | −22.5% | Oct 4, 2021 | Nov 4, 2021 | 11 days | 42 days |
Declines from a closing high (distributions reinvested) of 10% or more. Underwater = time from the peak until the old high was regained.
UBOT risk statistics
| Statistic | 3 years | 5 years | Since 2018 |
|---|---|---|---|
| Annualized return | +11.9% | −13.3% | −5.2% |
| Volatility (annualized) | 46.1% | 52.9% | 59.9% |
| Sharpe ratio | 0.37 | -0.07 | 0.18 |
| Sortino ratio | 0.58 | -0.09 | 0.26 |
| Best month | +34.1% | +34.1% | +43.0% |
| Worst month | −28.7% | −33.7% | −44.6% |
| Best 12 months | +73.3% | +75.6% | +323.7% |
| Worst 12 months | −29.1% | −78.7% | −78.7% |
| Positive months | 56% | 48% | 52% |
| Beta vs S&P 500 | 3.34 | 2.94 | — |
| Correlation with S&P 500 | 0.90 | 0.87 | — |
From monthly total returns. Sharpe and Sortino use 1–3 month T-bills (BIL) as the risk-free rate, so they need history from 2007 on.
UBOT rolling returns
| Holding period | Periods | Worst | Median | Best | Positive |
|---|---|---|---|---|---|
| 1-year | 91 | −78.7% | +12.0% | +323.7% | 58% |
| 3-year (a year) | 67 | −21.8% | +4.1% | +54.7% | 54% |
| 5-year (a year) | 43 | −16.7% | −1.3% | +14.2% | 47% |
Every holding period starting at a month-end since 2018. Returns for 3 years and longer are annualized.
UBOT performance overview
Direxion Daily Robotics Artificial… (UBOT) returned −30.7% over the past year and −16.1% a year over five years, with distributions reinvested. Since its first recorded price in 2018 it has returned −8.3% a year, turning $10,000 into about $4,790. Over the same year S&P 500 (SPY) returned +14.4%.
The deepest decline was −86.0%, from Apr 19, 2018 to Mar 18, 2020, and it took 10 months to get back to the old high. UBOT finished 6 of its 7 full calendar years with a gain; the best year was 2019 (+87.4%) and the worst 2022 (−72.5%). Volatility has been 59.9% a year.
Related: UBOT chart, UBOT dividends. See the UBOT overview for the latest quote and fund facts.
UBOT performance FAQ
What is the UBOT return over the past year?
UBOT returned −30.7% over the 12 months to October 23, 2026, including reinvested distributions. On price alone it fell 31.4%.
What is the average annual return of UBOT?
UBOT has returned −16.1% a year over 5 years, −8.3% a year since April 19, 2018 (total return, distributions reinvested).
How much would $10,000 invested in UBOT be worth?
$10,000 invested in UBOT at its first recorded close on April 19, 2018 would be worth about $4,790 on October 23, 2026 with distributions reinvested.
What was the worst year for UBOT?
The worst calendar year was 2022, with a total return of −72.5%. The best was 2019 at +87.4%.
What is the biggest drawdown of UBOT?
The largest peak-to-trough decline was −86.0% between April 19, 2018 and March 18, 2020. It recovered to the old high on January 7, 2021, 10 months after the bottom.
How volatile is UBOT?
Over the past 3 years UBOT had an annualized volatility of 46.1% and a Sharpe ratio of 0.37 (excess return over 1–3 month T-bills per unit of risk).