Cathie Wood Ark Tech Portfolio: Rolling Returns

Data Source: from November 2014 to March 2024 (~9 years)
Consolidated Returns as of 31 March 2024

Holding the Cathie Wood Ark Tech Portfolio, how long should you stay invested to have high probability to obtain a positive return?

Considering all the available data source (~9 years), the longest period with a negative return lasted 62 months (from September 2018 to October 2023).

This means that every rolling period of 63 months or above has always granted a positive return.

To obtain comprehensive information, please consult the Cathie Wood Ark Tech Portfolio: ETF allocation and returns page.

Rolling Returns

A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.

CATHIE WOOD ARK TECH PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 April 2019 - 31 March 2024 (5 Years)
Data Source: 1 November 2014 - 31 March 2024 (~9 years)
Inflation Adjusted:

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.79% +177.21%
Apr 2020 - Mar 2021 		-61.23%
Jul 2021 - Jun 2022 		31.37%
32 out of 102
US Inflation Adjusted +11.26% +170.14%
Apr 2020 - Mar 2021 		-64.43%
Jul 2021 - Jun 2022 		33.33%
34 out of 102
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +23.53% +83.68%
Jan 2019 - Dec 2020 		-41.88%
Jan 2021 - Dec 2022 		25.56%
23 out of 90
US Inflation Adjusted +19.78% +80.41%
Jan 2019 - Dec 2020 		-45.58%
Jan 2021 - Dec 2022 		26.67%
24 out of 90
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +24.49% +49.94%
Jan 2018 - Dec 2020 		-24.93%
Feb 2021 - Jan 2024 		19.23%
15 out of 78
US Inflation Adjusted +21.99% +47.18%
Jan 2018 - Dec 2020 		-28.96%
Feb 2021 - Jan 2024 		25.64%
20 out of 78
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +19.48% +55.11%
Feb 2017 - Jan 2021 		+0.50%
May 2019 - Apr 2023 		0.00%
0 out of 66
US Inflation Adjusted +17.30% +52.24%
Feb 2017 - Jan 2021 		-3.72%
May 2019 - Apr 2023 		15.15%
10 out of 66
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +18.32% +50.48%
Feb 2016 - Jan 2021 		+2.49%
Oct 2018 - Sep 2023 		0.00%
0 out of 54
US Inflation Adjusted +16.05% +47.52%
Feb 2016 - Jan 2021 		-1.48%
Oct 2018 - Sep 2023 		7.41%
4 out of 54
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +16.61% +36.66%
Feb 2015 - Jan 2021 		+4.45%
Nov 2017 - Oct 2023 		0.00%
0 out of 42
US Inflation Adjusted +12.69% +34.13%
Feb 2015 - Jan 2021 		+0.68%
Nov 2017 - Oct 2023 		0.00%
0 out of 42
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.57% +28.96%
Nov 2014 - Oct 2021 		+9.81%
Jan 2016 - Dec 2022 		0.00%
0 out of 30
US Inflation Adjusted +10.79% +26.18%
Nov 2014 - Oct 2021 		+6.28%
Jan 2016 - Dec 2022 		0.00%
0 out of 30
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.91% +17.15%
Mar 2016 - Feb 2024 		+9.05%
Jan 2015 - Dec 2022 		0.00%
0 out of 18
US Inflation Adjusted +8.51% +13.25%
Mar 2016 - Feb 2024 		+5.89%
Jan 2015 - Dec 2022 		0.00%
0 out of 18
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.92% +13.45%
Jan 2015 - Dec 2023 		+9.39%
Nov 2014 - Oct 2023 		0.00%
0 out of 6
US Inflation Adjusted +8.58% +10.12%
Jan 2015 - Dec 2023 		+6.29%
Nov 2014 - Oct 2023 		0.00%
0 out of 6
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Cathie Wood Ark Tech Portfolio: ETF allocation and returns page.