Data Source: from November 2014 to August 2022
Consolidated Returns as of 31 August 2022
Live Update: Sep 23 2022
PORTFOLIO • LIVE PERFORMANCE (USD currency)
2.41%
1 Day
Sep 23 2022
9.97%
Current Month
September 2022

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 9.79% compound annual return, with a 33.50% 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 %
ARKW ARK Next Generation Internet ETF Equity, U.S., Large Cap, Growth
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
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: September 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 31 August 2022
Live Update: Sep 23 2022
Swipe left to see all data
  Chg (%) Return (%)
Return (%) as of Aug 31, 2022
  1 Day Time ET(*) Sep 2022 1M 6M 1Y 5Y(*)
Cathie Wood Ark Tech Portfolio -2.41 -9.97 -5.81 -32.31 -56.73 9.79
US Inflation Adjusted return -5.77 -35.16 -60.03 5.75
Components
ARKW
ARK Next Generation Internet ETF
-2.27 Sep 23 2022 -10.38 -5.54 -42.20 -64.98 8.47
ARKG
ARK Genomic Revolution ETF
-2.52 Sep 23 2022 -9.44 -3.06 -26.64 -58.32 8.81
ARKK
ARK Innovation ETF
-2.02 Sep 23 2022 -9.67 -7.20 -40.57 -65.39 5.70
ARKQ
ARK Autonomous Technology & Robotics ETF
-2.82 Sep 23 2022 -10.37 -7.31 -21.77 -37.82 12.70
(*) Returns over 1 year are annualized
(*) Eastern Time (ET - America/New York)

US Inflation is updated to Aug 2022. Current inflation (annualized) is 1Y: 8.26% , 5Y: 3.82%

COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 31 August 2022
Swipe left to see all data
 
 
 
 
Asset ARKW ARKG ARKK ARKQ
ARKW
1.00
0.81
0.97
0.95
ARKG
0.81
1.00
0.91
0.83
ARKK
0.97
0.91
1.00
0.94
ARKQ
0.95
0.83
0.94
1.00
 
 
 
 
Asset ARKW ARKG ARKK ARKQ
ARKW
1.00
0.85
0.96
0.91
ARKG
0.85
1.00
0.94
0.85
ARKK
0.96
0.94
1.00
0.92
ARKQ
0.91
0.85
0.92
1.00
 
 
 
 
Asset ARKW ARKG ARKK ARKQ
ARKW
1.00
0.82
0.96
0.90
ARKG
0.82
1.00
0.91
0.81
ARKK
0.96
0.91
1.00
0.91
ARKQ
0.90
0.81
0.91
1.00

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 Aug 31, 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 31 August 2022
Data Source: from November 2014 to August 2022
Swipe left to see all data
Period Return (%)
as of Aug 2022
Return (%)
Infl.Adj.
Standard
Deviation (%)
Max
Drawdown (%)
Months
Pos - Neg
1M
Aug 2022
-5.81
-5.77
-5.81
Aug 2022 - Aug 2022
0 - 1
3M
-2.48
-3.75
-8.50
Jun 2022 - Jun 2022
1 - 2
6M
-32.31
-35.16
-36.50
Mar 2022 - Jun 2022
1 - 5
YTD
-46.73
-49.85
-50.02
Jan 2022 - Jun 2022
1 - 7
1Y
-56.73
-60.03
33.21
-59.40
Sep 2021 - Jun 2022
2 - 10
17% pos
3Y(*)
7.52
2.50
37.45
-62.99
Feb 2021 - Jun 2022
19 - 17
53% pos
5Y(*)
9.79
5.75
33.50
-62.99
Feb 2021 - Jun 2022
35 - 25
58% pos
MAX(*)
01 Nov 2014
13.04
9.90
29.32
-62.99
Feb 2021 - Jun 2022
58 - 36
62% 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 Aug 31, 2022

An investment of 1000$, since September 2017, now would be worth 1595.33$, with a total return of 59.53% (9.79% annualized).

The Inflation Adjusted Capital now would be 1322.49$, with a net total return of 32.25% (5.75% annualized).
An investment of 1000$, since November 2014, now would be worth 2612.61$, with a total return of 161.26% (13.04% annualized).

The Inflation Adjusted Capital now would be 2094.47$, with a net total return of 109.45% (9.90% annualized).

Drawdowns

Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months
-62.99% Feb 2021 Jun 2022 17 in progress 2 19
-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
-62.99% Feb 2021 Jun 2022 17 in progress 2 19
-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
29.77 177.21
Apr 2020 - Mar 2021
-61.23
Jul 2021 - Jun 2022
26.51%
2 Years
31.19 83.68
Jan 2019 - Dec 2020
-22.92
Sep 2020 - Aug 2022
5.63%
3 Years
29.58 49.94
Jan 2018 - Dec 2020
2.72
Jul 2019 - Jun 2022
0.00%
5 Years
29.88 50.48
Feb 2016 - Jan 2021
9.79
Sep 2017 - Aug 2022
0.00%
7 Years
19.34 28.96
Nov 2014 - Oct 2021
12.45
Jul 2015 - Jun 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%
1.76
63%
3.94
63%
3.66
88%
2.45
63%
-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
13.2
2022
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
-8.5
2022
-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 - Aug 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
58 Positive Months (62%) - 36 Negative Months (38%)
Nov 2014 - Aug 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
-46.73 -49.85 -18.4 -3.6 -2.6 -24.0 -6.2 -8.5 13.2 -5.8
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

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 Sep 2022 Return Drawdown Stocks Bonds Comm
Technology
-7.77 +16.21 -29.33 100 0 0
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-9.97 +9.79 -62.99 100 0 0

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Sep 2022 return refers to period 01-23 September 2022.
Last update: Sep 23 2022.

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5 Years Stats (%)
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-6.81 +11.22 -21.32 100 0 0
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Sep 2022 return refers to period 01-23 September 2022.
Last update: Sep 23 2022.
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