Cathie Wood Ark Tech vs Ben Stein Perfect 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 Perfect Portfolio obtained a 8.81% compound annual return, with a 14.10% standard deviation, in the last 5 Years.

Summary

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Cathie Wood Ark Tech Portfolio Ben Stein Perfect 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% +8.81%
Std Dev 37.99% 14.10%
Max Drawdown -69.47% -18.62%
All time Stats
(Since Nov 2014)
Return +12.87% +7.22%
Std Dev 31.54% 12.09%
Max Drawdown -69.47% -18.62%
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 Perfect Portfolio +3.46 +8.46 +16.81 +8.81 +7.22
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 Perfect Portfolio: an investment of 1$, since March 2019, now would be worth 1.53$, with a total return of 52.54% (8.81% 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 Perfect Portfolio: an investment of 1$, since November 2014, now would be worth 1.92$, with a total return of 91.65% (7.22% annualized).

Drawdowns

Drawdown comparison chart since March 2019.

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Cathie Wood Ark Tech Portfolio
Ben Stein Perfect 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
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-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
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-5.02% May 2019 May 2019 (1) Oct 2019 (6) 2.02
-4.10% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.40
-2.88% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.66
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-2.18% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.26
-0.36% Jan 2024 Jan 2024 (1) Feb 2024 (2) 0.21
-0.02% Jul 2021 Jul 2021 (1) Aug 2021 (2) 0.01

Drawdown comparison chart since November 2014.

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Cathie Wood Ark Tech Portfolio
Ben Stein Perfect 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
-18.62% Jan 2020 Mar 2020 (3) Aug 2020 (8) 8.68
-18.32% Jan 2022 Sep 2022 (9) Jul 2023 (19) 8.72
-13.20% Mar 2020 Mar 2020 (1) Apr 2020 (2) 7.62
-11.03% Feb 2018 Dec 2018 (11) Apr 2019 (15) 4.47
-10.87% May 2015 Feb 2016 (10) Sep 2016 (17) 5.37
-8.95% Oct 2016 Oct 2016 (1) Jan 2017 (4) 5.68
-7.69% Aug 2023 Oct 2023 (3) Dec 2023 (5) 4.00
-6.27% Feb 2018 Apr 2018 (3) May 2018 (4) 3.83
-5.02% May 2019 May 2019 (1) Oct 2019 (6) 2.02
-4.10% Sep 2020 Oct 2020 (2) Nov 2020 (3) 2.40
-2.88% Sep 2021 Sep 2021 (1) Oct 2021 (2) 1.66
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-2.20% Dec 2014 Jan 2015 (2) Feb 2015 (3) 1.26
-2.18% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.26
-2.00% Mar 2015 Mar 2015 (1) May 2015 (3) 1.39
-1.73% Oct 2016 Oct 2016 (1) Dec 2016 (3) 0.93
-0.95% Mar 2015 Mar 2015 (1) Apr 2015 (2) 0.55

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%
+3.09%
-0.36%
2023
+55.71%
-27.76%
+16.55%
-7.69%
2022
-58.78%
-58.78%
-11.28%
-18.32%
2021
-18.06%
-25.95%
+16.52%
-2.88%
2020
+149.52%
-13.20%
+10.46%
-18.62%
2019
+35.21%
-12.62%
+21.12%
-5.02%
2018
-0.07%
-22.61%
-7.36%
-11.03%
2017
+68.38%
0.00%
+18.64%
0.00%
2016
+0.39%
-18.29%
+8.29%
-4.94%
2015
+3.87%
-13.66%
-2.48%
-9.54%