Data Source: from November 2014 to February 2023 (~8 years)
Consolidated Returns as of 28 February 2023
Live Update: Mar 20 2023
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.67%
1 Day
Mar 20 2023
3.36%
Current Month
March 2023

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

It's exposed for 100% on the Stock Market.

In the last 5 Years, the Cathie Wood Ark Tech Portfolio obtained a 4.73% compound annual return, with a 35.74% standard deviation.

Asset Allocation and ETFs

The Cathie Wood Ark Tech Portfolio 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 %
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
25.00 %
ARKG ARK Genomic Revolution ETF Equity, U.S., 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 as of Feb 28, 2023

The Cathie Wood Ark Tech Portfolio guaranteed the following returns.

Portfolio returns are calculated in USD, assuming: March 2023 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 28 February 2023
Live Update: Mar 20 2023
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Feb 28, 2023
  1 Day Time ET(*) Mar 2023 1M 6M 1Y 5Y MAX
(~8Y)
Cathie Wood Ark Tech Portfolio -0.67 -3.36 -1.95 -6.16 -36.48 4.73 11.36
US Inflation Adjusted return -2.50 -7.61 -40.10 0.84 8.24
Components
ARKK
ARK Innovation ETF
-1.19 Mar 20 2023 -3.53 -0.78 -5.40 -43.78 0.56 9.54
ARKQ
ARK Autonomous Technology & Robotics ETF
0.28 Mar 20 2023 -3.75 1.01 -5.58 -26.14 8.23 12.30
ARKW
ARK Next Generation Internet ETF
-0.88 Mar 20 2023 0.69 1.55 -1.75 -43.21 2.88 14.43
ARKG
ARK Genomic Revolution ETF
-0.88 Mar 20 2023 -6.85 -9.94 -14.48 -37.27 3.57 6.06
Returns over 1 year are annualized | Available data source: since Nov 2014
(*) Eastern Time (ET - America/New York)

US Inflation is updated to Feb 2023. Current inflation (annualized) is 1Y: 6.04% , 5Y: 3.86%

Portfolio Metrics as of Feb 28, 2023

Metrics of Cathie Wood Ark Tech Portfolio, updated as of 28 February 2023.

Portfolio metrics are calculated based on monthly returns, assuming:
CATHIE WOOD ARK TECH PORTFOLIO
Portfolio Metrics
Data Source: 1 November 2014 - 28 February 2023 (~8 years)
Swipe left to see all data
Metrics as of Feb 28, 2023
1M 3M 6M 1Y 3Y 5Y MAX
(~8Y)
Portfolio
Return (%)
-1.95 5.07 -6.16 -36.48 -0.67 4.73 11.36
US Inflation (%) 0.56 1.05 1.58 6.04 5.16 3.86 2.88
Infl. Adjusted
Return (%)
-2.50 3.98 -7.61 -40.10 -5.54 0.84 8.24
Returns / Inflation rates over 1 year are annualized.
RISK INDICATORS
Standard Deviation (%) 40.83 40.65 35.74 30.25
Sharpe Ratio -0.94 -0.03 0.10 0.24
Sortino Ratio -1.51 -0.05 0.15 0.35
MAXIMUM DRAWDOWN
Drawdown Depth (%) -47.63 -69.47 -69.47 -69.47
Start (yyyy mm) 2022 03 2021 02 2021 02 2021 02
Bottom (yyyy mm) 2022 12 2022 12 2022 12 2022 12
Start to Bottom (# months) 10 23 23 23
Start to Recovery (# months) in progress
> 12
> 25
> 25
> 25
ROLLING PERIOD RETURNS - Annualized
Best Return (%) 177.21 49.94 50.48
Worst Return (%) -61.23 -5.54 2.63
% Positive Periods 69% 95% 100%
MONTHS
Positive 0 1 2 3 16 32 60
Negative 1 2 4 9 20 28 40
% Positive 0% 33% 33% 25% 44% 53% 60%
WITHDRAWAL RATES (WR)
Safe WR (%) 42.13 26.03 17.77
Perpetual WR (%) 0.00 0.83 7.62
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio
  • Standard Deviation: it's a measure of the dispersion of returns around the mean
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Maximum Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.
  • Rolling Returns: returns over a time frame (best, worst, % of positive returns).
  • Pos./Neg. Months: number of months with positive/negative return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the original portfolio balance that can be withdrawn at the end of each year with inflation adjustment, without the portfolio running out of money (dollar amount withdrawal).
  • Perpetual Withdrawal Rate (PWR): it's the percentage of portfolio balance that can be withdrawn at the end of each year, while retaining the inflation adjusted portfolio balance (percentage withdrawal).

Portfolio Components Correlation

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1.

If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.

Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 28 February 2023
Swipe left to see all data
 
 
 
 
Asset ARKK ARKQ ARKW ARKG
ARKK
1.00
0.95
0.97
0.94
ARKQ
0.95
1.00
0.95
0.88
ARKW
0.97
0.95
1.00
0.89
ARKG
0.94
0.88
0.89
1.00
 
 
 
 
Asset ARKK ARKQ ARKW ARKG
ARKK
1.00
0.93
0.97
0.94
ARKQ
0.93
1.00
0.93
0.86
ARKW
0.97
0.93
1.00
0.86
ARKG
0.94
0.86
0.86
1.00
 
 
 
 
Asset ARKK ARKQ ARKW ARKG
ARKK
1.00
0.92
0.96
0.91
ARKQ
0.92
1.00
0.91
0.82
ARKW
0.96
0.91
1.00
0.82
ARKG
0.91
0.82
0.82
1.00

Capital Growth as of Feb 28, 2023

An investment of 1000$, since March 2018, now would be worth 1259.75$, with a total return of 25.98% (4.73% annualized).

The Inflation Adjusted Capital now would be 1042.64$, with a net total return of 4.26% (0.84% annualized).
An investment of 1000$, since November 2014, now would be worth 2451.72$, with a total return of 145.17% (11.36% annualized).

The Inflation Adjusted Capital now would be 1934.98$, with a net total return of 93.50% (8.24% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-69.47% Feb 2021 Dec 2022 23 in progress 2 25
-22.61% Sep 2018 Dec 2018 4 Nov 2019 11 15
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2
-5.12% Mar 2018 Apr 2018 2 May 2018 1 3
-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
-69.47% Feb 2021 Dec 2022 23 in progress 2 25
-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
24.32 177.21
Apr 2020 - Mar 2021
-61.23
Jul 2021 - Jun 2022
31.46%
2 Years
26.11 83.68
Jan 2019 - Dec 2020
-41.88
Jan 2021 - Dec 2022
12.99%
3 Years
26.89 49.94
Jan 2018 - Dec 2020
-5.54
Jan 2020 - Dec 2022
4.62%
5 Years
26.28 50.48
Feb 2016 - Jan 2021
2.63
Jan 2018 - Dec 2022
0.00%
7 Years
17.30 28.96
Nov 2014 - Oct 2021
9.81
Jan 2016 - Dec 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

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

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
Gain Frequency
7.07
80%
-0.25
40%
-5.08
20%
0.37
60%
-0.31
40%
6.34
80%
3.52
80%
3.13
60%
-5.67
0%
1.02
80%
4.87
60%
-4.08
40%
 Capital Growth on monthly avg returns
100
107.07
106.81
101.38
101.76
101.44
107.87
111.66
115.16
108.63
109.74
115.09
110.39
Best 23.7
2023
7.1
2019
0.9
2019
24.9
2020
13.9
2020
15.2
2019
13.2
2022
15.4
2020
-2.2
2020
8.3
2021
22.6
2020
12.2
2020
Worst -18.4
2022
-3.6
2022
-13.2
2020
-24.0
2022
-12.6
2019
-8.5
2022
-6.7
2021
-7.1
2019
-10.6
2022
-11.3
2018
-10.2
2021
-13.4
2022
Monthly Seasonality over the period Mar 2018 - Feb 2023
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
Gain Frequency
4.12
78%
1.10
56%
-1.76
38%
0.68
63%
1.76
63%
3.94
63%
3.66
88%
2.45
63%
-3.24
25%
0.85
75%
4.10
78%
-2.49
33%
 Capital Growth on monthly avg returns
100
104.12
105.26
103.41
104.12
105.95
110.12
114.15
116.95
113.16
114.12
118.79
115.83
Best 23.7
2023
7.1
2019
9.9
2016
24.9
2020
13.9
2020
15.2
2019
13.2
2022
15.4
2020
7.1
2016
8.3
2021
22.6
2020
12.2
2020
Worst -18.4
2022
-3.6
2022
-13.2
2020
-24.0
2022
-12.6
2019
-8.5
2022
-6.7
2021
-7.1
2019
-10.6
2022
-11.3
2018
-10.2
2021
-13.4
2022
Monthly Seasonality over the period Nov 2014 - Feb 2023

Monthly/Yearly Returns

Cathie Wood Ark Tech Portfolio data source starts from November 2014: let's focus on monthly and yearly returns.

We are providing two different views:
  • Histogram: it shows the distribution of the returns recorded so far
  • Plain Table: it shows the detailed monthly and yearly returns
MONTHLY RETURNS HISTOGRAM
Nov 2014 - Feb 2023
60 Positive Months (60%) - 40 Negative Months (40%)
MONTHLY RETURNS TABLE
Nov 2014 - Feb 2023
(Scroll down to see all data)
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
2023
+21.28 +19.65 23.7 -2.0
2022
-58.78 -61.28 -18.4 -3.6 -2.6 -24.0 -6.2 -8.5 13.2 -5.8 -10.6 3.1 -3.2 -13.4
2021
-18.06 -23.45 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 +146.16 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 +32.19 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 +64.90 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 -1.65 -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 +3.12 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

Compared to the Cathie Wood Ark Tech Portfolio, the following portfolios granted a higher return over 5 Years and a less severe drawdown at the same time.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
Technology
+12.69 21.79 -32.58 100 0 0
Cape US Sector Value
Robert Shiller
+11.27 19.30 -21.00 100 0 0
US Stocks Equal Weight
+9.76 20.22 -26.65 100 0 0
US Stocks
+9.34 19.00 -24.81 100 0 0
Warren Buffett Portfolio
Warren Buffett
+8.84 16.75 -23.08 90 10 0
US Stocks Value
+8.75 18.79 -26.06 100 0 0
US Stocks ESG
+8.19 19.13 -27.79 100 0 0
US Stocks Minimum Volatility
+8.15 14.84 -19.06 100 0 0
Stocks/Bonds 80/20
+7.70 15.63 -22.75 80 20 0
Simple Path to Wealth
JL Collins
+7.28 14.81 -22.24 75 25 0
Stocks/Bonds 60/40 with Bitcoin
+7.16 13.11 -21.45 59 39 2
Stocks/Bonds 60/40 2x Leveraged
+7.09 22.88 -39.53 60 40 0
Sheltered Sam 100/0
Bill Bernstein
+6.91 18.08 -25.40 97 0 3
Seven Value
Scott Burns
+6.87 14.65 -20.44 71.5 28.5 0
Six Ways from Sunday
Scott Burns
+6.61 14.29 -19.67 66.7 33.3 0
Sheltered Sam 90/10
Bill Bernstein
+6.41 16.30 -22.65 87.3 10 2.7
Second Grader's Starter
Paul Farrell
+6.35 16.38 -24.21 90 10 0
Gold
+6.32 13.79 -18.08 0 0 100
Golden Butterfly with Bitcoin
+6.23 10.38 -18.74 40 40 20
Talmud Portfolio 2x Leveraged
Roger Gibson
+6.16 25.20 -42.70 66.7 33.3 0
US Stocks Momentum
+6.15 18.76 -30.16 100 0 0
Five Asset
Roger Gibson
+6.02 13.44 -19.30 60 20 20
Stocks/Bonds 60/40
+6.00 12.41 -20.69 60 40 0
All Country World Stocks
+6.00 17.87 -25.52 100 0 0
Talmud Portfolio
Roger Gibson
+5.99 13.38 -22.88 66.7 33.3 0
Edge Select Aggressive
Merrill Lynch
+5.96 15.43 -23.81 84 16 0
Couch Potato
Scott Burns
+5.93 11.38 -19.77 50 50 0
Sheltered Sam 80/20
Bill Bernstein
+5.90 14.55 -19.89 77.6 20 2.4
Core Four
Rick Ferri
+5.82 14.78 -23.46 80 20 0
Perfect Portfolio
Ben Stein
+5.68 14.22 -18.62 80 20 0
All Weather Portfolio 2x Leveraged
Ray Dalio
+5.67 19.70 -36.33 37.5 55 7.5
Four Funds
Bogleheads
+5.66 14.83 -23.20 80 20 0
Robo Advisor 100
Betterment
+5.58 17.98 -24.17 100 0 0
Permanent Portfolio with Bitcoin
Harry Browne
+5.57 8.55 -16.88 25 50 25
Jane Bryant Quinn Portfolio
Jane Bryant Quinn
+5.55 13.58 -22.74 70 30 0
Ivy Portfolio
Mebane Faber
+5.52 14.14 -21.77 60 20 20
Three Funds
Bogleheads
+5.50 14.74 -23.18 80 20 0
Stocks/Bonds 60/40 ESG
+5.46 12.28 -22.44 60 40 0
Stocks/Bonds 40/60 with Bitcoin
+5.42 10.16 -19.39 39 59 2
Sheltered Sam 70/30
Bill Bernstein
+5.37 12.84 -17.80 67.9 30 2.1
Marc Faber Portfolio
Marc Faber
+5.35 11.20 -19.93 50 25 25
LifeStrategy Growth Fund
Vanguard
+5.34 14.68 -23.11 80 20 0
No Brainer Portfolio
Bill Bernstein
+5.26 14.06 -19.76 75 25 0
Long Term Portfolio
Ben Stein
+5.20 14.34 -20.52 80 20 0
Edge Select Moderately Aggressive
Merrill Lynch
+5.20 13.35 -22.31 69 31 0
One-Decision Portfolio
Marvin Appel
+5.20 10.62 -16.74 50 50 0
Desert Portfolio with Bitcoin
Gyroscopic Investing
+5.16 7.70 -15.73 30 60 10
Stocks/Bonds 80/20 Momentum
+5.12 15.49 -27.23 80 20 0
Lazy Portfolio
David Swensen
+5.11 12.95 -22.43 70 30 0
Late Thirties to Early Forties
Burton Malkiel
+5.11 15.42 -24.26 85 15 0
Robo Advisor 90
Betterment
+5.09 16.64 -23.36 90.1 9.9 0
Golden Butterfly
+5.07 9.56 -17.79 40 40 20
Mid-Twenties
Burton Malkiel
+5.04 15.67 -24.50 87 13 0
Mid-Fifties
Burton Malkiel
+5.03 14.92 -24.05 80 20 0
Late Sixties and Beyond
Burton Malkiel
+5.02 13.62 -22.44 71 29 0
Robust
Alpha Architect
+5.02 13.77 -19.09 70 20 10
All Weather Portfolio with Bitcoin
Ray Dalio
+5.00 9.91 -21.57 30 55 15
Yale Endowment
David Swensen
+4.99 13.45 -25.53 70 30 0
Golden Butterfly 2x Leveraged
+4.97 18.24 -34.50 40 40 20
All Country World 80/20
+4.92 14.95 -23.52 80 20 0
Sheltered Sam 60/40
Bill Bernstein
+4.84 11.16 -16.49 58.2 40 1.8
Coffeehouse
Bill Schultheis
+4.76 12.34 -19.65 60 40 0
Ark Tech Portfolio
Cathie Wood
+4.73 35.74 -69.47 100 0 0

The following portfolios share asset allocation strategy and/or similar asset weights.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
Technology
+12.69 21.79 -32.58 100 0 0
Ark Tech Portfolio
Cathie Wood
+4.73 35.74 -69.47 100 0 0

Here's a list containing the Best Classic Portfolios, with the highest returns over 5 Years and Very High Risk categorization.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Return Dev.Std Drawdown Stocks Bonds Comm
Technology
+12.69 21.79 -32.58 100 0 0
US Stocks
+9.34 19.00 -24.81 100 0 0
Warren Buffett Portfolio
Warren Buffett
+8.84 16.75 -23.08 90 10 0
US Stocks Value
+8.75 18.79 -26.06 100 0 0
US Stocks Minimum Volatility
+8.15 14.84 -19.06 100 0 0
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