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:
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:
Portfolio returns are calculated in USD, assuming:
- No fees or capital gain taxes
- a rebalancing of the components at the beginning of each year (at every January 1st). How do returns change with different rebalancing strategies?
- the reinvestment of dividends
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%
Live update: World Markets and Indexes
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.
Readings that may interest you
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$, with a net total return of 87.79% (13.43% annualized).
The Inflation Adjusted Capital now would be 1877.93$, 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$, with a net total return of 134.87% (12.06% annualized).
The Inflation Adjusted Capital now would be 2348.74$, with a net total return of 134.87% (12.06% annualized).
Drawdowns
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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
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| 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.
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
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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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5 Years Stats (%) |
% Allocation |
|||||||
|---|---|---|---|---|---|---|---|---|
| Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
Technology |
-1.32 | +19.00 | -21.17 | 100 | 0 | 0 | ||
|
Ark Tech Portfolio Cathie Wood |
-4.14 | +17.29 | -56.88 | 100 | 0 | 0 | ||
May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.
Last update: May 27 2022.
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5 Years Stats (%) |
% Allocation |
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| Portfolio | May 2022 | Return▾ | Drawdown | Stocks | Bonds | Comm | ||
|
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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Warren Buffett Portfolio Warren Buffett |
+0.44 | +12.39 | -17.49 | 90 | 10 | 0 | ||
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+0.74 | +10.71 | -16.53 | 80 | 20 | 0 | ||
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Second Grader's Starter Paul Farrell |
+0.97 | +9.47 | -19.32 | 90 | 10 | 0 | ||
May 2022 return refers to period 01-27 May 2022.
Last update: May 27 2022.
Last update: May 27 2022.