Consolidated Returns as of 30 June 2024
Holding the Cathie Wood Ark Tech Portfolio, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~10 years), the longest period with a negative return lasted 62 months (from September 2018 to October 2023).
This means that every rolling period of 63 months or above has always granted a positive return.
To obtain comprehensive information, please consult the Cathie Wood Ark Tech Portfolio: ETF allocation and returns page.
Rolling Returns
A rolling return is a measure of investment performance that calculates the return of an investment over a set period of time, with the starting date rolling forward. This approach can provide a more accurate representation of the investment's historical performance and helps investors to evaluate the investment's consistency over time.
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Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +13.79% |
+177.21%
Apr 2020 - Mar 2021 |
-61.23%
Jul 2021 - Jun 2022 |
31.43%
33 out of 105 |
US Inflation Adjusted | +11.26% |
+170.14%
Apr 2020 - Mar 2021 |
-64.43%
Jul 2021 - Jun 2022 |
33.33%
35 out of 105 |
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Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +21.19% |
+83.68%
Jan 2019 - Dec 2020 |
-41.88%
Jan 2021 - Dec 2022 |
25.81%
24 out of 93 |
US Inflation Adjusted | +18.57% |
+80.41%
Jan 2019 - Dec 2020 |
-45.58%
Jan 2021 - Dec 2022 |
27.96%
26 out of 93 |
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Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +24.23% |
+49.94%
Jan 2018 - Dec 2020 |
-24.93%
Feb 2021 - Jan 2024 |
22.22%
18 out of 81 |
US Inflation Adjusted | +21.92% |
+47.18%
Jan 2018 - Dec 2020 |
-28.96%
Feb 2021 - Jan 2024 |
28.40%
23 out of 81 |
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Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +19.39% |
+55.11%
Feb 2017 - Jan 2021 |
-5.12%
Jul 2020 - Jun 2024 |
4.35%
3 out of 69 |
US Inflation Adjusted | +17.13% |
+52.24%
Feb 2017 - Jan 2021 |
-9.68%
Jul 2020 - Jun 2024 |
18.84%
13 out of 69 |
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Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.29% |
+50.48%
Feb 2016 - Jan 2021 |
+2.49%
Oct 2018 - Sep 2023 |
0.00%
0 out of 57 |
US Inflation Adjusted | +14.40% |
+47.52%
Feb 2016 - Jan 2021 |
-1.48%
Oct 2018 - Sep 2023 |
8.77%
5 out of 57 |
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Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +16.30% |
+36.66%
Feb 2015 - Jan 2021 |
+4.45%
Nov 2017 - Oct 2023 |
0.00%
0 out of 45 |
US Inflation Adjusted | +12.40% |
+34.13%
Feb 2015 - Jan 2021 |
+0.68%
Nov 2017 - Oct 2023 |
0.00%
0 out of 45 |
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Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.56% |
+28.96%
Nov 2014 - Oct 2021 |
+9.81%
Jan 2016 - Dec 2022 |
0.00%
0 out of 33 |
US Inflation Adjusted | +10.68% |
+26.18%
Nov 2014 - Oct 2021 |
+6.09%
Jul 2017 - Jun 2024 |
0.00%
0 out of 33 |
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Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.80% |
+17.15%
Mar 2016 - Feb 2024 |
+9.05%
Jan 2015 - Dec 2022 |
0.00%
0 out of 21 |
US Inflation Adjusted | +9.23% |
+13.25%
Mar 2016 - Feb 2024 |
+5.89%
Jan 2015 - Dec 2022 |
0.00%
0 out of 21 |
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Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +11.79% |
+13.45%
Jan 2015 - Dec 2023 |
+9.39%
Nov 2014 - Oct 2023 |
0.00%
0 out of 9 |
US Inflation Adjusted | +8.53% |
+10.12%
Jan 2015 - Dec 2023 |
+6.29%
Nov 2014 - Oct 2023 |
0.00%
0 out of 9 |
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To obtain comprehensive information, please consult the Cathie Wood Ark Tech Portfolio: ETF allocation and returns page.