Cathie Wood Ark Tech vs Technology 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 Technology Portfolio obtained a 21.24% compound annual return, with a 21.69% standard deviation, in the last 5 Years.

Summary

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Cathie Wood Ark Tech Portfolio Technology Portfolio
Portfolio Risk Very High Very High
Asset Allocation Stocks 100% 100%
Fixed Income 0% 0%
Commodities 0% 0%
5 Years Stats Return +7.09% +21.24%
Std Dev 37.99% 21.69%
Max Drawdown -69.47% -32.58%
All time Stats
(Since Nov 2014)
Return +12.87% +17.95%
Std Dev 31.54% 18.85%
Max Drawdown -69.47% -32.58%
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
Technology Portfolio +5.28 +16.60 +50.57 +21.24 +17.95
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).

Technology Portfolio: an investment of 1$, since March 2019, now would be worth 2.62$, with a total return of 161.94% (21.24% 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).

Technology Portfolio: an investment of 1$, since November 2014, now would be worth 4.67$, with a total return of 366.86% (17.95% annualized).

Drawdowns

Drawdown comparison chart since March 2019.

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Cathie Wood Ark Tech Portfolio
Technology 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
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-13.20% Mar 2020 Mar 2020 (1) Apr 2020 (2) 7.62
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-12.62% May 2019 May 2019 (1) Jun 2019 (2) 7.29
-9.73% Aug 2019 Sep 2019 (2) Nov 2019 (4) 6.08
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24
-1.90% Aug 2019 Aug 2019 (1) Oct 2019 (3) 1.07
-1.20% May 2021 May 2021 (1) Jun 2021 (2) 0.69
-0.13% Feb 2021 Feb 2021 (1) Mar 2021 (2) 0.08

Drawdown comparison chart since November 2014.

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Cathie Wood Ark Tech Portfolio
Technology 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
-32.58% Jan 2022 Dec 2022 (12) Dec 2023 (24) 19.19
-22.61% Sep 2018 Dec 2018 (4) Nov 2019 (15) 9.50
-21.33% Jun 2015 Jan 2016 (8) Sep 2016 (16) 10.01
-16.96% Sep 2018 Dec 2018 (4) Apr 2019 (8) 8.13
-13.20% Mar 2020 Mar 2020 (1) Apr 2020 (2) 7.62
-12.90% Feb 2020 Mar 2020 (2) Apr 2020 (3) 7.13
-9.82% Dec 2015 Feb 2016 (3) Jul 2016 (8) 5.36
-8.95% Oct 2016 Oct 2016 (1) Jan 2017 (4) 5.68
-8.88% Aug 2015 Sep 2015 (2) Oct 2015 (3) 5.60
-8.65% Sep 2020 Oct 2020 (2) Nov 2020 (3) 5.20
-8.23% May 2019 May 2019 (1) Jul 2019 (3) 4.16
-6.27% Feb 2018 Apr 2018 (3) May 2018 (4) 3.83
-5.68% Sep 2021 Sep 2021 (1) Oct 2021 (2) 3.28
-5.32% Feb 2018 Mar 2018 (2) May 2018 (4) 3.27
-4.28% Dec 2014 Jan 2015 (2) Feb 2015 (3) 2.41
-2.48% Jun 2015 Jun 2015 (1) Jul 2015 (2) 1.43
-2.36% Mar 2015 Mar 2015 (1) May 2015 (3) 1.20
-2.32% Jun 2017 Jun 2017 (1) Jul 2017 (2) 1.34
-2.23% Sep 2020 Sep 2020 (1) Nov 2020 (3) 1.24

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%
+7.20%
0.00%
2023
+55.71%
-27.76%
+54.85%
-8.42%
2022
-58.78%
-58.78%
-32.58%
-32.58%
2021
-18.06%
-25.95%
+27.42%
-5.68%
2020
+149.52%
-13.20%
+48.40%
-12.90%
2019
+35.21%
-12.62%
+38.96%
-8.23%
2018
-0.07%
-22.61%
-0.12%
-16.96%
2017
+68.38%
0.00%
+32.66%
-2.32%
2016
+0.39%
-18.29%
+7.10%
-8.37%
2015
+3.87%
-13.66%
+9.45%
-8.88%