Cathie Wood Ark Tech vs Ben Stein Long Term Portfolio Comparison

Last Update: 29 February 2024

The Cathie Wood Ark Tech Portfolio obtained a 7.09% compound annual return, with a 37.99% standard deviation, in the last 5 Years.

The Ben Stein Long Term Portfolio obtained a 7.46% compound annual return, with a 14.38% standard deviation, in the last 5 Years.

Summary

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Cathie Wood Ark Tech Portfolio Ben Stein Long Term Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 80%
Fixed Income 0% 20%
Commodities 0% 0%
5 Years Stats Return +7.09% +7.46%
Std Dev 37.99% 14.38%
Max Drawdown -69.47% -20.52%
All time Stats
(Since Nov 2014)
Return +12.87% +6.60%
Std Dev 31.54% 12.20%
Max Drawdown -69.47% -20.52%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from November 2014

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1M 6M 1Y 5Y MAX
Cathie Wood Ark Tech Portfolio +10.54 +13.22 +26.30 +7.09 +12.87
Ben Stein Long Term Portfolio +3.14 +8.08 +13.67 +7.46 +6.60
Return over 1 year are annualized.

Capital Growth as of Feb 29, 2024

Cathie Wood Ark Tech Portfolio: an investment of 1$, since March 2019, now would be worth 1.41$, with a total return of 40.86% (7.09% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since March 2019, now would be worth 1.43$, with a total return of 43.27% (7.46% annualized).

Cathie Wood Ark Tech Portfolio: an investment of 1$, since November 2014, now would be worth 3.10$, with a total return of 209.65% (12.87% annualized).

Ben Stein Long Term Portfolio: an investment of 1$, since November 2014, now would be worth 1.82$, with a total return of 81.52% (6.60% annualized).

Drawdowns

Drawdown comparison chart since March 2019.

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Cathie Wood Ark Tech Portfolio
Ben Stein Long Term Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-69.47% Feb 2021 Dec 2022 (23) In progress (37) 49.27
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-13.20% Mar 2020 Mar 2020 (1) Apr 2020 (2) 7.62
-12.62% May 2019 May 2019 (1) Jun 2019 (2) 7.29
-9.73% Aug 2019 Sep 2019 (2) Nov 2019 (4) 6.08
-4.75% May 2019 May 2019 (1) Jul 2019 (3) 2.37
-3.20% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.85
-2.24% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.29
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-1.50% Aug 2019 Aug 2019 (1) Sep 2019 (2) 0.86

Drawdown comparison chart since November 2014.

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Cathie Wood Ark Tech Portfolio
Ben Stein Long Term Portfolio
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
Drawdown Start Bottom
Date (#Months)
Recovery
Date (#Months)
Ulcer
Index
-69.47% Feb 2021 Dec 2022 (23) In progress (37) 49.27
-22.61% Sep 2018 Dec 2018 (4) Nov 2019 (15) 9.50
-21.33% Jun 2015 Jan 2016 (8) Sep 2016 (16) 10.01
-20.52% Jan 2022 Sep 2022 (9) Feb 2024 (26) 9.97
-19.33% Jan 2020 Mar 2020 (3) Nov 2020 (11) 8.34
-13.20% Mar 2020 Mar 2020 (1) Apr 2020 (2) 7.62
-10.70% Sep 2018 Dec 2018 (4) Apr 2019 (8) 4.74
-9.84% Jun 2015 Feb 2016 (9) Jul 2016 (14) 5.14
-8.95% Oct 2016 Oct 2016 (1) Jan 2017 (4) 5.68
-6.27% Feb 2018 Apr 2018 (3) May 2018 (4) 3.83
-4.75% May 2019 May 2019 (1) Jul 2019 (3) 2.37
-4.05% Feb 2018 Mar 2018 (2) Aug 2018 (7) 2.68
-3.20% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.85
-2.24% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.29
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-2.17% Oct 2016 Oct 2016 (1) Dec 2016 (3) 1.11
-2.00% Mar 2015 Mar 2015 (1) May 2015 (3) 1.39
-1.50% Aug 2019 Aug 2019 (1) Sep 2019 (2) 0.86
-1.37% Dec 2014 Jan 2015 (2) Feb 2015 (3) 0.78
-0.57% Dec 2014 Dec 2014 (1) Feb 2015 (3) 0.29

Yearly Returns

For each year, the following table provides the return and intra-year drawdown.
The highlighted returns represent the highest values for that specific year.
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Year Return Drawdown Return Drawdown
2024
-1.63%
-11.01%
+1.93%
-1.17%
2023
+55.71%
-27.76%
+16.03%
-8.92%
2022
-58.78%
-58.78%
-14.26%
-20.52%
2021
-18.06%
-25.95%
+16.72%
-3.20%
2020
+149.52%
-13.20%
+9.40%
-19.33%
2019
+35.21%
-12.62%
+21.13%
-4.75%
2018
-0.07%
-22.61%
-7.39%
-10.70%
2017
+68.38%
0.00%
+16.88%
0.00%
2016
+0.39%
-18.29%
+9.22%
-4.80%
2015
+3.87%
-13.66%
-2.18%
-8.57%