Cathie Wood Ark Tech vs Scott Burns Six Ways from Sunday 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 Scott Burns Six Ways from Sunday Portfolio obtained a 7.78% compound annual return, with a 14.19% standard deviation, in the last 5 Years.

Summary

Swipe left to see all data
Cathie Wood Ark Tech Portfolio Scott Burns Six Ways from Sunday Portfolio
Portfolio Risk Very High High
Asset Allocation Stocks 100% 66.68%
Fixed Income 0% 33.32%
Commodities 0% 0%
5 Years Stats Return +7.09% +7.78%
Std Dev 37.99% 14.19%
Max Drawdown -69.47% -19.67%
All time Stats
(Since Nov 2014)
Return +12.87% +5.79%
Std Dev 31.54% 11.78%
Max Drawdown -69.47% -19.67%
Last Update: 29 February 2024

Historical Returns as of Feb 29, 2024

Comparison period starts from November 2014

Swipe left to see all data
1M 6M 1Y 5Y MAX
Cathie Wood Ark Tech Portfolio +10.54 +13.22 +26.30 +7.09 +12.87
Scott Burns Six Ways from Sunday Portfolio +2.03 +5.34 +10.18 +7.78 +5.79
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).

Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since March 2019, now would be worth 1.45$, with a total return of 45.47% (7.78% 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).

Scott Burns Six Ways from Sunday Portfolio: an investment of 1$, since November 2014, now would be worth 1.69$, with a total return of 69.08% (5.79% annualized).

Drawdowns

Drawdown comparison chart since March 2019.

Swipe left to see all data
Cathie Wood Ark Tech Portfolio
Scott Burns Six Ways from Sunday 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
-19.67% Jan 2020 Mar 2020 (3) Dec 2020 (12) 8.82
-14.34% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.59
-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
-6.89% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.43
-3.51% May 2019 May 2019 (1) Jun 2019 (2) 2.02
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-2.10% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.21
-1.06% Jan 2024 Jan 2024 (1) Feb 2024 (2) 0.61
-0.95% Sep 2021 Sep 2021 (1) Oct 2021 (2) 0.55
-0.77% Aug 2019 Aug 2019 (1) Sep 2019 (2) 0.44
-0.35% Jan 2022 Feb 2022 (2) Mar 2022 (3) 0.22
-0.30% Jul 2021 Jul 2021 (1) Aug 2021 (2) 0.17

Drawdown comparison chart since November 2014.

Swipe left to see all data
Cathie Wood Ark Tech Portfolio
Scott Burns Six Ways from Sunday 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
-19.67% Jan 2020 Mar 2020 (3) Dec 2020 (12) 8.82
-14.34% Apr 2022 Sep 2022 (6) Jul 2023 (16) 5.59
-13.20% Mar 2020 Mar 2020 (1) Apr 2020 (2) 7.62
-9.70% May 2015 Feb 2016 (10) Jun 2016 (14) 5.58
-9.43% Sep 2018 Dec 2018 (4) Mar 2019 (7) 4.32
-8.95% Oct 2016 Oct 2016 (1) Jan 2017 (4) 5.68
-6.89% Aug 2023 Oct 2023 (3) Dec 2023 (5) 3.43
-6.27% Feb 2018 Apr 2018 (3) May 2018 (4) 3.83
-4.75% Feb 2018 Feb 2018 (1) Jul 2018 (6) 2.53
-3.51% May 2019 May 2019 (1) Jun 2019 (2) 2.02
-2.41% Oct 2016 Oct 2016 (1) Dec 2016 (3) 1.38
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-2.10% Nov 2021 Nov 2021 (1) Dec 2021 (2) 1.21
-2.00% Mar 2015 Mar 2015 (1) May 2015 (3) 1.39
-1.06% Jan 2024 Jan 2024 (1) Feb 2024 (2) 0.61
-0.97% Nov 2014 Dec 2014 (2) Feb 2015 (4) 0.51
-0.95% Sep 2021 Sep 2021 (1) Oct 2021 (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.
Swipe left to see all data
Year Return Drawdown Return Drawdown
2024
-1.63%
-11.01%
+0.95%
-1.06%
2023
+55.71%
-27.76%
+10.86%
-6.89%
2022
-58.78%
-58.78%
-3.84%
-14.34%
2021
-18.06%
-25.95%
+21.86%
-2.10%
2020
+149.52%
-13.20%
+1.75%
-19.67%
2019
+35.21%
-12.62%
+18.22%
-3.51%
2018
-0.07%
-22.61%
-7.04%
-9.43%
2017
+68.38%
0.00%
+9.66%
-0.36%
2016
+0.39%
-18.29%
+10.61%
-3.04%
2015
+3.87%
-13.66%
-4.01%
-9.20%