Data Source: from November 2014 to April 2022
Consolidated Returns as of 30 April 2022
Live Update: May 27 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
5.40%
1 Day
May 27 2022
4.14%
Current Month
May 2022

In the last 5 Years, the Cathie Wood Ark Tech Portfolio obtained a 17.29% compound annual return, with a 32.88% standard deviation.

Asset Allocation and ETFs

The Cathie Wood Ark Tech Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.

It has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Cathie Wood Ark Tech Portfolio can be implemented with the following ETFs:

Weight Ticker ETF Name Investment Themes
25.00 % ARKG ARK Genomic Revolution ETF Equity, U.S., Growth
25.00 % ARKK ARK Innovation ETF Equity, U.S., Growth
25.00 % ARKQ ARK Autonomous Technology & Robotics ETF Equity, Developed Markets, Growth
25.00 % ARKW ARK Next Generation Internet ETF Equity, U.S., Large Cap, Growth
Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns

The Cathie Wood Ark Tech Portfolio guaranteed the following returns.

According to the available data source, let's assume we built the portfolio on November 2014.

Portfolio returns are calculated in USD, assuming: May 2022 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
CATHIE WOOD ARK TECH PORTFOLIO RETURNS
Consolidated returns as of 30 April 2022
Live Update: May 27 2022
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Apr 30, 2022
  1 Day Time ET(*) May 2022 1M 6M 1Y 5Y(*)
Cathie Wood Ark Tech Portfolio 5.40 -4.14 -24.01 -51.85 -52.70 17.29
US Inflation Adjusted return -24.26 -53.87 -56.29 13.43
Components
ARKG
ARK Genomic Revolution ETF
5.42 May 27 2022 -1.06 -25.97 -54.44 -61.50 12.40
ARKK
ARK Innovation ETF
6.52 May 27 2022 -3.65 -28.90 -60.82 -60.65 15.03
ARKQ
ARK Autonomous Technology & Robotics ETF
3.98 May 27 2022 -2.63 -16.30 -32.69 -31.74 17.82
ARKW
ARK Next Generation Internet ETF
5.67 May 27 2022 -9.22 -26.54 -58.04 -55.67 20.52
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to Apr 2022. Current inflation (annualized) is 1Y: 8.22% , 5Y: 3.40%

Portfolio Dividends

In 2021, the Cathie Wood Ark Tech Portfolio granted a 1.03% dividend yield. If you are interested in getting periodic income, please refer to the Cathie Wood Ark Tech Portfolio: Dividend Yield page.

Historical Returns as of Apr 30, 2022

Historical returns and stats of Cathie Wood Ark Tech Portfolio. Total Returns and Inflation Adjusted Returns are both mentioned.

CATHIE WOOD ARK TECH PORTFOLIO
Consolidated returns as of 30 April 2022
Data Source: from November 2014 to April 2022
Swipe left to see all data
Period Return (%)
as of Apr 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Apr 2022
-24.01
-24.26
-24.01
Apr 2022 - Apr 2022
0 - 1
3M
-28.66
-30.32
-28.66
Feb 2022 - Apr 2022
0 - 3
6M
-51.85
-53.87
-51.85
Nov 2021 - Apr 2022
0 - 6
YTD
-41.77
-43.49
-41.77
Jan 2022 - Apr 2022
0 - 4
1Y
-52.70
-56.29
33.33
-54.83
Jul 2021 - Apr 2022
3 - 9
25% pos
3Y(*)
8.32
3.96
37.96
-56.88
Feb 2021 - Apr 2022
20 - 16
56% pos
5Y(*)
17.29
13.43
32.88
-56.88
Feb 2021 - Apr 2022
38 - 22
63% pos
MAX(*)
01 Nov 2014
15.02
12.06
29.18
-56.88
Feb 2021 - Apr 2022
57 - 33
63% pos
(*) Returns over 1 year are annualized

Returns and stats are calculated assuming a yearly rebalancing of the components weight. How do returns change with different rebalancing strategies?

Capital Growth as of Apr 30, 2022

An investment of 1000$, since May 2017, now would be worth 2219.92$, with a total return of 121.99% (17.29% annualized).

The Inflation Adjusted Capital now would be 1877.93$, with a net total return of 87.79% (13.43% annualized).
An investment of 1000$, since November 2014, now would be worth 2855.55$, with a total return of 185.56% (15.02% annualized).

The Inflation Adjusted Capital now would be 2348.74$, with a net total return of 134.87% (12.06% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-56.88% Feb 2021 Apr 2022 15 in progress 15
-22.61% Sep 2018 Dec 2018 4 Nov 2019 11 15
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2
-6.27% Feb 2018 Apr 2018 3 May 2018 1 4
-2.23% Sep 2020 Sep 2020 1 Nov 2020 2 3
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-56.88% Feb 2021 Apr 2022 15 in progress 15
-22.61% Sep 2018 Dec 2018 4 Nov 2019 11 15
-21.33% Jun 2015 Jan 2016 8 Sep 2016 8 16
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2
-8.95% Oct 2016 Oct 2016 1 Jan 2017 3 4
-6.27% Feb 2018 Apr 2018 3 May 2018 1 4
-2.23% Sep 2020 Sep 2020 1 Nov 2020 2 3
-2.00% Mar 2015 Mar 2015 1 May 2015 2 3
-0.57% Dec 2014 Dec 2014 1 Feb 2015 2 3

Rolling Returns ( more details)

Cathie Wood Ark Tech Portfolio: annualized rolling and average returns

Swipe left to see all data
Rolling
Period
Return (*) Negative
Periods
Average (%) Best (%) Worst (%)
1 Year
34.10 177.21
Apr 2020 - Mar 2021
-52.70
May 2021 - Apr 2022
22.78%
2 Years
33.95 83.68
Jan 2019 - Dec 2020
1.48
Nov 2014 - Oct 2016
0.00%
3 Years
31.22 49.94
Jan 2018 - Dec 2020
8.32
May 2019 - Apr 2022
0.00%
5 Years
32.17 50.48
Feb 2016 - Jan 2021
15.49
Apr 2015 - Mar 2020
0.00%
7 Years
22.52 28.96
Nov 2014 - Oct 2021
15.24
May 2015 - Apr 2022
0.00%
(*) Annualized rolling and average returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Cathie Wood Ark Tech Portfolio: Rolling Returns page.

Seasonality

Cathie Wood Ark Tech Portfolio: in which months is it better to invest?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.

For further information about the seasonality, check the Asset Class Seasonality page.
Swipe left to see all data
Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Win %
1.67
75%
1.48
63%
-1.76
38%
0.68
63%
2.89
71%
5.72
71%
2.30
86%
3.63
71%
-2.19
29%
0.52
71%
5.01
88%
-1.13
38%
Best
Year
15.7
2019
7.1
2019
9.9
2016
24.9
2020
13.9
2020
15.2
2019
11.0
2020
15.4
2020
7.1
2016
8.3
2021
22.6
2020
12.2
2020
Worst
Year
-18.4
2022
-3.6
2022
-13.2
2020
-24.0
2022
-12.6
2019
-1.4
2016
-6.7
2021
-7.1
2019
-9.3
2021
-11.3
2018
-10.2
2021
-13.1
2018
Statistics calculated for the period Nov 2014 - Apr 2022

Monthly/Yearly Returns

Cathie Wood Ark Tech Portfolio monthly and yearly returns: how is the distribution of the returns recorded so far?

MONTHLY RETURNS HISTOGRAM
57 Positive Months (63%) - 33 Negative Months (37%)
Nov 2014 - Apr 2022
Swipe left to see all data
Yearly Return(%)
Monthly Return(%)
Year Total Infl.Adj Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2022
-41.77 -43.49 -18.4 -3.6 -2.6 -24.0
2021
-18.06 -23.49 10.6 -3.4 -5.9 0.3 -6.2 11.6 -6.7 2.4 -9.3 8.3 -10.2 -7.9
2020
+149.52 +146.37 3.7 0.6 -13.2 24.9 13.9 11.2 11.0 15.4 -2.2 1.2 22.6 12.2
2019
+35.21 +32.22 15.7 7.1 0.9 1.2 -12.6 15.2 0.1 -7.1 -2.8 3.9 11.1 1.7
2018
-0.07 -1.95 11.0 -1.2 -4.5 -0.6 9.6 2.1 0.1 10.8 -3.5 -11.3 4.0 -13.1
2017
+68.38 +64.87 8.5 4.5 3.5 4.0 8.9 2.4 3.1 10.7 1.9 3.5 2.7 0.1
2016
+0.39 -1.63 -18.3 1.7 9.9 -0.4 3.6 -1.4 8.3 0.0 7.1 -8.9 3.3 -0.9
2015
+3.87 +3.21 0.6 6.1 -2.0 0.1 3.1 -1.2 0.3 -6.8 -6.6 7.1 4.8 -0.7
2014
- - 1.7 -0.6

Portfolio efficiency

Is the Cathie Wood Ark Tech Portfolio actually efficient, compared to other Lazy Portfolios?

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These portfolios share asset allocation strategy and/or similar asset weights. Comparing their returns and drawdowns (click on ), you can get an idea of the risk you are facing implementing one of them.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio May 2022 Return Drawdown Stocks Bonds Comm
Technology
-1.32 +19.00 -21.17 100 0 0
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-4.14 +17.29 -56.88 100 0 0

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May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.

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5 Years Stats (%)
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Technology
-1.32 +19.00 -21.17 100 0 0
US Stocks
+0.58 +12.94 -20.84 100 0 0
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May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.
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