Cathie Wood Ark Tech Portfolio: Rolling Returns

Data Source: from November 2014 to January 2024 (~9 years)
Consolidated Returns as of 31 January 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 (~9 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.

CATHIE WOOD ARK TECH PORTFOLIO
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 November 2014 - 31 January 2024 (~9 years)
Inflation Adjusted:
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -61.23 07/2021
06/2022
0.38$ -52.96 0.47$ 12.02 1.12$ 109.26 2.09$ 177.21 04/2020
03/2021
2.77$ 12.02 42.86%
2Y -41.88 01/2021
12/2022
0.33$ -35.38 0.41$ -15.53 0.71$ 64.70 2.71$ 79.59 02/2019
01/2021
3.22$ -16.34 56.76%
3Y -24.93 02/2021
01/2024
0.42$ -19.28 0.52$ -0.35 0.98$ 8.32 1.27$ 24.92 02/2019
01/2022
1.94$ -24.93 52.00%
4Y 0.50 05/2019
04/2023
1.02$ 1.39 1.05$ 5.05 1.21$ 6.81 1.30$ 8.22 08/2019
07/2023
1.37$ 3.02 0.00%
5Y 6.41 02/2019
01/2024
1.36$ 6.41 1.36$ 6.41 1.36$ 6.41 1.36$ 6.41 02/2019
01/2024
1.36$ 6.41 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -64.43 07/2021
06/2022
0.35$ -56.63 0.43$ 8.64 1.08$ 106.57 2.06$ 170.14 04/2020
03/2021
2.70$ 8.64 42.86%
2Y -45.58 01/2021
12/2022
0.29$ -39.45 0.36$ -20.16 0.63$ 61.25 2.60$ 76.15 02/2019
01/2021
3.10$ -20.12 59.46%
3Y -28.96 02/2021
01/2024
0.35$ -23.58 0.44$ -5.11 0.85$ 3.95 1.12$ 20.36 02/2019
01/2022
1.74$ -28.96 72.00%
4Y -3.72 05/2019
04/2023
0.85$ -3.04 0.88$ 0.55 1.02$ 2.14 1.08$ 3.59 08/2019
07/2023
1.15$ -1.49 46.15%
5Y 2.16 02/2019
01/2024
1.11$ 2.16 1.11$ 2.16 1.11$ 2.16 1.11$ 2.16 02/2019
01/2024
1.11$ 2.16 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -61.23 07/2021
06/2022
0.38$ -33.11 0.66$ 13.71 1.13$ 66.72 1.66$ 177.21 04/2020
03/2021
2.77$ 12.02 32.00%
2Y -41.88 01/2021
12/2022
0.33$ -27.44 0.52$ 23.70 1.53$ 50.24 2.25$ 83.68 01/2019
12/2020
3.37$ -16.34 23.86%
3Y -24.93 02/2021
01/2024
0.42$ -5.45 0.84$ 24.67 1.93$ 39.00 2.68$ 49.94 01/2018
12/2020
3.37$ -24.93 17.11%
4Y 0.50 05/2019
04/2023
1.02$ 4.13 1.17$ 20.16 2.08$ 41.30 3.98$ 55.11 02/2017
01/2021
5.78$ 3.02 0.00%
5Y 2.49 10/2018
09/2023
1.13$ 4.88 1.26$ 18.32 2.31$ 41.63 5.69$ 50.48 02/2016
01/2021
7.71$ 6.41 0.00%
6Y 4.45 11/2017
10/2023
1.29$ 10.01 1.77$ 17.47 2.62$ 34.10 5.81$ 36.66 02/2015
01/2021
6.51$ 6.04 0.00%
7Y 9.81 01/2016
12/2022
1.92$ 12.01 2.21$ 14.57 2.59$ 19.98 3.57$ 28.96 11/2014
10/2021
5.93$ 13.65 0.00%
8Y 9.05 01/2015
12/2022
1.99$ 10.15 2.16$ 11.62 2.40$ 14.09 2.87$ 15.94 02/2016
01/2024
3.26$ 15.94 0.00%
9Y 9.39 11/2014
10/2023
2.24$ 9.39 2.24$ 11.79 2.72$ 11.92 2.75$ 13.45 01/2015
12/2023
3.11$ 11.92 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
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Rolling
Period
Worst Period
15th Percentile
50th Percentile
85th Percentile
Best Period
Latest Negative
Periods
Ann.
Return
From
To
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
Growth
of 1$
Ann.
Return
From
To
Growth
of 1$
1Y -64.43 07/2021
06/2022
0.35$ -36.26 0.63$ 11.19 1.11$ 63.18 1.63$ 170.14 04/2020
03/2021
2.70$ 8.64 34.00%
2Y -45.58 01/2021
12/2022
0.29$ -31.33 0.47$ 20.87 1.46$ 46.73 2.15$ 80.41 01/2019
12/2020
3.25$ -20.12 25.00%
3Y -28.96 02/2021
01/2024
0.35$ -9.98 0.72$ 22.04 1.81$ 35.51 2.48$ 47.18 01/2018
12/2020
3.18$ -28.96 23.68%
4Y -3.72 05/2019
04/2023
0.85$ -0.39 0.98$ 17.98 1.93$ 37.55 3.57$ 52.24 02/2017
01/2021
5.37$ -1.49 15.63%
5Y -1.48 10/2018
09/2023
0.92$ 1.01 1.05$ 16.34 2.13$ 38.17 5.03$ 47.52 02/2016
01/2021
6.98$ 2.16 7.69%
6Y 0.68 11/2017
10/2023
1.04$ 6.06 1.42$ 13.51 2.13$ 31.00 5.05$ 34.13 02/2015
01/2021
5.82$ 2.25 0.00%
7Y 6.28 01/2016
12/2022
1.53$ 8.40 1.75$ 10.93 2.06$ 16.77 2.95$ 26.18 11/2014
10/2021
5.09$ 9.82 0.00%
8Y 5.89 01/2015
12/2022
1.58$ 6.77 1.68$ 8.50 1.92$ 10.62 2.24$ 12.16 02/2016
01/2024
2.50$ 12.16 0.00%
9Y 6.29 11/2014
10/2023
1.73$ 6.29 1.73$ 8.53 2.08$ 8.58 2.09$ 10.12 01/2015
12/2023
2.38$ 8.53 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

Annualized Rolling Returns - 1 Year (12 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +13.71% +177.21%
Apr 2020 - Mar 2021
-61.23%
Jul 2021 - Jun 2022
32.00%
32 out of 100
US Inflation Adjusted +11.19% +170.14%
Apr 2020 - Mar 2021
-64.43%
Jul 2021 - Jun 2022
34.00%
34 out of 100
1 Year Annualized Rolling Returns
Timeframes ending in every month
1 Year Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 2 Years (24 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +23.70% +83.68%
Jan 2019 - Dec 2020
-41.88%
Jan 2021 - Dec 2022
23.86%
21 out of 88
US Inflation Adjusted +20.87% +80.41%
Jan 2019 - Dec 2020
-45.58%
Jan 2021 - Dec 2022
25.00%
22 out of 88
2 Years Annualized Rolling Returns
Timeframes ending in every month
2 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 3 Years (36 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +24.67% +49.94%
Jan 2018 - Dec 2020
-24.93%
Feb 2021 - Jan 2024
17.11%
13 out of 76
US Inflation Adjusted +22.04% +47.18%
Jan 2018 - Dec 2020
-28.96%
Feb 2021 - Jan 2024
23.68%
18 out of 76
3 Years Annualized Rolling Returns
Timeframes ending in every month
3 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 4 Years (48 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +20.16% +55.11%
Feb 2017 - Jan 2021
+0.50%
May 2019 - Apr 2023
0.00%
0 out of 64
US Inflation Adjusted +17.98% +52.24%
Feb 2017 - Jan 2021
-3.72%
May 2019 - Apr 2023
15.63%
10 out of 64
4 Years Annualized Rolling Returns
Timeframes ending in every month
4 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 5 Years (60 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +18.32% +50.48%
Feb 2016 - Jan 2021
+2.49%
Oct 2018 - Sep 2023
0.00%
0 out of 52
US Inflation Adjusted +16.34% +47.52%
Feb 2016 - Jan 2021
-1.48%
Oct 2018 - Sep 2023
7.69%
4 out of 52
5 Years Annualized Rolling Returns
Timeframes ending in every month
5 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 6 Years (72 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +17.47% +36.66%
Feb 2015 - Jan 2021
+4.45%
Nov 2017 - Oct 2023
0.00%
0 out of 40
US Inflation Adjusted +13.51% +34.13%
Feb 2015 - Jan 2021
+0.68%
Nov 2017 - Oct 2023
0.00%
0 out of 40
6 Years Annualized Rolling Returns
Timeframes ending in every month
6 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 7 Years (84 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +14.57% +28.96%
Nov 2014 - Oct 2021
+9.81%
Jan 2016 - Dec 2022
0.00%
0 out of 28
US Inflation Adjusted +10.93% +26.18%
Nov 2014 - Oct 2021
+6.28%
Jan 2016 - Dec 2022
0.00%
0 out of 28
7 Years Annualized Rolling Returns
Timeframes ending in every month
7 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 8 Years (96 months)

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Median Best Worst Negative Periods
Annualized Rolling Return +11.62% +15.94%
Feb 2016 - Jan 2024
+9.05%
Jan 2015 - Dec 2022
0.00%
0 out of 16
US Inflation Adjusted +8.50% +12.16%
Feb 2016 - Jan 2024
+5.89%
Jan 2015 - Dec 2022
0.00%
0 out of 16
8 Years Annualized Rolling Returns
Timeframes ending in every month
8 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

Annualized Rolling Returns - 9 Years (108 months)

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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 4
US Inflation Adjusted +8.53% +10.12%
Jan 2015 - Dec 2023
+6.29%
Nov 2014 - Oct 2023
0.00%
0 out of 4
9 Years Annualized Rolling Returns
Timeframes ending in every month
9 Years Annualized Rolling Returns
Annualized Rolling Return Distribution

To obtain comprehensive information, please consult the Cathie Wood Ark Tech Portfolio: ETF allocation and returns page.