Cathie Wood Ark Tech Portfolio: ETF allocation and returns

Data Source: from November 2014 to February 2024 (~9 years)
Consolidated Returns as of 29 February 2024
Live Update: Mar 01 2024
PORTFOLIO • LIVE PERFORMANCE (USD currency)
0.44%
1 Day
Mar 01 2024
0.44%
Current Month
March 2024

The Cathie Wood Ark Tech Portfolio is a Very High Risk portfolio and can be implemented with 4 ETFs.

It's exposed for 100% on the Stock Market.

In the last 5 Years, the Cathie Wood Ark Tech Portfolio obtained a 7.09% compound annual return, with a 37.99% standard deviation.

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Asset Allocation and ETFs

The Cathie Wood Ark Tech Portfolio has the following asset allocation:

100% Stocks
0% Fixed Income
0% Commodities

The Cathie Wood Ark Tech Portfolio can be implemented with the following ETFs:

Weight (%) Ticker Currency ETF Name Investment Themes
25.00
ARKG
USD ARK Genomic Revolution ETF Equity, U.S., Growth
25.00
ARKK
USD ARK Innovation ETF Equity, U.S., Growth
25.00
ARKQ
USD ARK Autonomous Technology & Robotics ETF Equity, Developed Markets, Growth
25.00
ARKW
USD ARK Next Generation Internet ETF Equity, U.S., Large Cap, Growth

Most of Lazy Portfolios are made of common components (asset classes), very simple and well defined. For a more complete view, find out the most common ETFs you can use to build your portfolio.

Portfolio and ETF Returns as of Feb 29, 2024

The Cathie Wood Ark Tech Portfolio guaranteed the following returns.

Returns are calculated in USD, assuming: March 2024 return is calculated on the hypothesis of a newly built portfolio, with the starting asset allocation.
CATHIE WOOD ARK TECH PORTFOLIO
Consolidated returns as of 29 February 2024
Live Update: Mar 01 2024
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Feb 29, 2024
  1 Day Time ET(*) Mar 2024 1M 6M 1Y 5Y MAX
(~9Y)
Cathie Wood Ark Tech Portfolio 0.44 0.44 10.54 13.22 26.30 7.09 12.87
US Inflation Adjusted return 10.54 11.94 22.96 2.87 9.71
Components
ARKG
USD ARK Genomic Revolution ETF 0.38 Mar 01 2024 0.38 10.79 -2.29 3.82 1.38 5.82
ARKK
USD ARK Innovation ETF -0.21 Mar 01 2024 -0.21 12.86 18.12 30.43 2.69 11.61
ARKQ
USD ARK Autonomous Technology & Robotics ETF 0.81 Mar 01 2024 0.81 3.62 -2.13 10.78 9.39 12.11
ARKW
USD ARK Next Generation Internet ETF 0.78 Mar 01 2024 0.78 14.98 36.99 58.21 9.91 18.40
Returns over 1 year are annualized | Available data source: since Nov 2014
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Pending updates, the monthly inflation is set at 0% for the subsequent periods. Current inflation (annualized) is 1Y: 2.71% , 5Y: 4.10%

In 2023, the Cathie Wood Ark Tech Portfolio granted a 0.29% dividend yield. If you are interested in getting periodic income, please refer to the Cathie Wood Ark Tech Portfolio: Dividend Yield page.

Capital Growth as of Feb 29, 2024

An investment of 1$, since March 2019, now would be worth 1.41$, with a total return of 40.86% (7.09% annualized).

The Inflation Adjusted Capital now would be 1.15$, with a net total return of 15.22% (2.87% annualized).
An investment of 1$, since November 2014, now would be worth 3.10$, with a total return of 209.65% (12.87% annualized).

The Inflation Adjusted Capital now would be 2.37$, with a net total return of 137.40% (9.71% annualized).

Portfolio Metrics as of Feb 29, 2024

Metrics of Cathie Wood Ark Tech Portfolio, updated as of 29 February 2024.

Metrics are calculated based on monthly returns, assuming:
CATHIE WOOD ARK TECH PORTFOLIO
Advanced Metrics
Data Source: 1 November 2014 - 29 February 2024 (~9 years)
Swipe left to see all data
Metrics as of Feb 29, 2024
1M 3M 6M 1Y 3Y 5Y MAX
(~9Y)
Investment Return (%) 10.54 11.66 13.22 26.30 -21.49 7.09 12.87
Infl. Adjusted Return (%) details 10.54 11.06 11.94 22.96 -25.60 2.87 9.71
US Inflation (%) 0.00 0.54 1.14 2.71 5.52 4.10 2.89
Pending updates, the monthly inflation after Jan 2024 is set at 0%. Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Deepest Drawdown Depth (%) -27.76 -68.41 -69.47 -69.47
Start to Recovery (# months) details 5 36* 37* 37*
Start (yyyy mm) 2023 08 2021 03 2021 02 2021 02
Start to Bottom (# months) 3 22 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 2 14 14 14
End (yyyy mm) 2023 12 - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 08 2021 03 2021 02 2021 02
Start to Bottom (# months) 3 22 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 2 14 14 14
End (yyyy mm) 2023 12 - - -
Longest negative period (# months) details 8 36* 54 62
Period Start (yyyy mm) 2023 03 2021 03 2019 05 2018 09
Period End (yyyy mm) 2023 10 2024 02 2023 10 2023 10
Annualized Return (%) -12.53 -21.49 -0.04 -0.43
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -28.45 -72.13 -73.18 -73.18
Start to Recovery (# months) details 5 36* 37* 37*
Start (yyyy mm) 2023 08 2021 03 2021 02 2021 02
Start to Bottom (# months) 3 22 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 2 14 14 14
End (yyyy mm) 2023 12 - - -
Longest Drawdown Depth (%)
same as
deepest

same as
deepest

same as
deepest

same as
deepest
Start to Recovery (# months) details
Start (yyyy mm) 2023 08 2021 03 2021 02 2021 02
Start to Bottom (# months) 3 22 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 2 14 14 14
End (yyyy mm) 2023 12 - - -
Longest negative period (# months) details 8 36* 56 69
Period Start (yyyy mm) 2023 03 2021 03 2019 03 2018 02
Period End (yyyy mm) 2023 10 2024 02 2023 10 2023 10
Annualized Return (%) -15.09 -25.60 -3.66 -1.42
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y MAX
Standard Deviation (%) 40.48 38.12 37.99 31.54
Sharpe Ratio 0.52 -0.63 0.14 0.28
Sortino Ratio 0.74 -0.98 0.21 0.40
Ulcer Index 11.11 48.58 39.00 29.12
Ratio: Return / Standard Deviation 0.65 -0.56 0.19 0.41
Ratio: Return / Deepest Drawdown 0.95 -0.31 0.10 0.19
% Positive Months details 58% 38% 53% 59%
Positive Months 7 14 32 67
Negative Months 5 22 28 45
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Over the latest 5Y
Best Rolling Return (%) - Annualized 177.21 20.64 7.09
Worst Rolling Return (%) - Annualized -61.23 -24.93
% Positive Periods 57% 43% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.24 14.61 24.84
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - 3.28
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 170.14 16.06 2.87
Worst Rolling Return (%) - Annualized -64.43 -28.96
% Positive Periods 57% 24% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.24 14.61 24.84
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - 3.28
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Nov 2014 - Feb 2024)
Best Rolling Return (%) - Annualized 177.21 49.94 50.48
Worst Rolling Return (%) - Annualized -61.23 -24.93 2.49
% Positive Periods 68% 81% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.24 14.61 23.42
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 170.14 47.18 47.52
Worst Rolling Return (%) - Annualized -64.43 -28.96 -1.48
% Positive Periods 66% 75% 92%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 53.24 14.61 23.42
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Terms and Definitions
  • Annualized Portfolio Return: it's the annualized geometric mean return of the portfolio.
  • Deepest/Longest Drawdown: a drawdown refers to the decline in value from a relative peak value to a relative trough. The deepest (or maximum) drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained. The longest drawdown is the period observed from a peak to the subsequent peak with the greatest duration.
  • Longest negative period: it's the maximum period for which an overall negative return has been observed.
  • Standard Deviation: it's a measure of the dispersion of returns around the mean.
  • Sharpe Ratio: it's a measure of risk-adjusted performance of the portfolio. It's calculated by dividing the excess return of the portfolio over the risk-free rate by the portfolio standard deviation. The risk-free rate here considered is the 1-3 Mth T-Bill return.
  • Sortino Ratio: another measure of risk-adjusted performance of the portfolio. It's a modification of the Sharpe Ratio (same formula but the denominator is the portfolio downside standard deviation).
  • Ulcer Index: it's a measure of downside risk that quantifies the depth and duration of drawdowns in an investment portfolio.
  • Best/Worst 10Y returns: the best and the worst 10-year return over a time frame.
  • Rolling Returns: N-year returns over a time frame, calculated over all the available data source (best, worst, % of positive returns). Each rolling period, longer than the longest negative period, yielded a non-negative minimum return.
  • Safe Withdrawal Rate (SWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, without the portfolio running out of money in any case (money amount withdrawal).
    For instance: Your initial invested capital is 100.000$; withdrawal rate (annualized) is 4%. This means that, in the first month, you will withdraw 100.000 * 4% * 1/12 = 333.33$. The second month, you’ll withdraw 333.33$ plus the inflation monthly rate. You’ll continue adjusting your withdraw monthly for inflation.
  • Perpetual Withdrawal Rate (PWR): it's the percentage of the initial portfolio balance that can be withdrawn at the beginning of each month with inflation adjustment, preserving the original invested capital, adjusted for inflation too.

Portfolio Components Correlation

Correlation measures to what degree the returns of the two assets move in relation to each other.

Correlation coefficient is a numerical value between -1 and +1. If one variable goes up by a certain amount, the correlation coefficient indicates which way the other variable moves and by how much.
Asset correlations are calculated based on monthly returns.
COMPONENTS MONTHLY CORRELATIONS
Monthly correlations as of 29 February 2024
Swipe left to see all data
Asset
ARKG
ARKK
ARKQ
ARKW
ARKG
-
0.95
0.89
0.92
ARKK
0.95
-
0.90
0.98
ARKQ
0.89
0.90
-
0.88
ARKW
0.92
0.98
0.88
-
Asset
ARKG
ARKK
ARKQ
ARKW
ARKG
-
0.94
0.86
0.87
ARKK
0.94
-
0.92
0.97
ARKQ
0.86
0.92
-
0.90
ARKW
0.87
0.97
0.90
-
Asset
ARKG
ARKK
ARKQ
ARKW
ARKG
-
0.92
0.83
0.83
ARKK
0.92
-
0.91
0.96
ARKQ
0.83
0.91
-
0.89
ARKW
0.83
0.96
0.89
-

If you want to learn more about historical correlations, you can find out here how the main asset class are correlated to each other.

Drawdowns

A drawdown refers to the decline in value from a relative peak value to a relative trough. A maximum drawdown is the maximum observed loss from a peak to a trough of a portfolio before a new peak is attained.

CATHIE WOOD ARK TECH PORTFOLIO
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 March 2019 - 29 February 2024 (5 Years)
Data Source: 1 November 2014 - 29 February 2024 (~9 years)
Inflation Adjusted:
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-69.47% Feb 2021 Dec 2022 23 in progress 14 37 49.27
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.62
-12.62% May 2019 May 2019 1 Jun 2019 1 2 7.29
-9.73% Aug 2019 Sep 2019 2 Nov 2019 2 4 6.08
-2.23% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.24
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 17 3.6 Months 27.87%
 
DD = 0% 27.87%
 
0% < DD <= -5% 4 15.3 Months 6.56%
 
DD <= -5% 34.43%
 
-5% < DD <= -10% 6 10.2 Months 9.84%
 
DD <= -10% 44.26%
 
-10% < DD <= -15% 5 12.2 Months 8.20%
 
DD <= -15% 52.46%
 
-15% < DD <= -20% 2 30.5 Months 3.28%
 
DD <= -20% 55.74%
 
-20% < DD <= -25% 0 - 0.00%
 
DD <= -25% 55.74%
 
-25% < DD <= -30% 1 61.0 Months 1.64%
 
DD <= -30% 57.38%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 57.38%
 
-35% < DD <= -40% 1 61.0 Months 1.64%
 
DD <= -40% 59.02%
 
-40% < DD <= -45% 2 30.5 Months 3.28%
 
DD <= -45% 62.30%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 62.30%
 
-50% < DD <= -55% 3 20.3 Months 4.92%
 
DD <= -55% 67.21%
 
-55% < DD <= -60% 7 8.7 Months 11.48%
 
DD <= -60% 78.69%
 
-60% < DD <= -65% 10 6.1 Months 16.39%
 
DD <= -65% 95.08%
 
-65% < DD <= -70% 3 20.3 Months 4.92%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-73.18% Feb 2021 Dec 2022 23 in progress 14 37 53.59
-12.83% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.41
-12.64% May 2019 May 2019 1 Jun 2019 1 2 7.30
-10.08% Jul 2019 Sep 2019 3 Nov 2019 2 5 5.82
-2.45% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.42
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 16 3.8 Months 26.23%
 
DD = 0% 26.23%
 
0% < DD <= -5% 4 15.3 Months 6.56%
 
DD <= -5% 32.79%
 
-5% < DD <= -10% 4 15.3 Months 6.56%
 
DD <= -10% 39.34%
 
-10% < DD <= -15% 7 8.7 Months 11.48%
 
DD <= -15% 50.82%
 
-15% < DD <= -20% 1 61.0 Months 1.64%
 
DD <= -20% 52.46%
 
-20% < DD <= -25% 2 30.5 Months 3.28%
 
DD <= -25% 55.74%
 
-25% < DD <= -30% 0 - 0.00%
 
DD <= -30% 55.74%
 
-30% < DD <= -35% 1 61.0 Months 1.64%
 
DD <= -35% 57.38%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 57.38%
 
-40% < DD <= -45% 1 61.0 Months 1.64%
 
DD <= -45% 59.02%
 
-45% < DD <= -50% 2 30.5 Months 3.28%
 
DD <= -50% 62.30%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 62.30%
 
-55% < DD <= -60% 2 30.5 Months 3.28%
 
DD <= -60% 65.57%
 
-60% < DD <= -65% 9 6.8 Months 14.75%
 
DD <= -65% 80.33%
 
-65% < DD <= -70% 9 6.8 Months 14.75%
 
DD <= -70% 95.08%
 
-70% < DD <= -100% 3 20.3 Months 4.92%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-69.47% Feb 2021 Dec 2022 23 in progress 14 37 49.27
-22.61% Sep 2018 Dec 2018 4 Nov 2019 11 15 9.50
-21.33% Jun 2015 Jan 2016 8 Sep 2016 8 16 10.01
-13.20% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.62
-8.95% Oct 2016 Oct 2016 1 Jan 2017 3 4 5.68
-6.27% Feb 2018 Apr 2018 3 May 2018 1 4 3.83
-2.23% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.24
-2.00% Mar 2015 Mar 2015 1 May 2015 2 3 1.39
-0.57% Dec 2014 Dec 2014 1 Feb 2015 2 3 0.29
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 34 3.3 Months 30.09%
 
DD = 0% 30.09%
 
0% < DD <= -5% 21 5.4 Months 18.58%
 
DD <= -5% 48.67%
 
-5% < DD <= -10% 13 8.7 Months 11.50%
 
DD <= -10% 60.18%
 
-10% < DD <= -15% 13 8.7 Months 11.50%
 
DD <= -15% 71.68%
 
-15% < DD <= -20% 3 37.7 Months 2.65%
 
DD <= -20% 74.34%
 
-20% < DD <= -25% 2 56.5 Months 1.77%
 
DD <= -25% 76.11%
 
-25% < DD <= -30% 1 113.0 Months 0.88%
 
DD <= -30% 76.99%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 76.99%
 
-35% < DD <= -40% 1 113.0 Months 0.88%
 
DD <= -40% 77.88%
 
-40% < DD <= -45% 2 56.5 Months 1.77%
 
DD <= -45% 79.65%
 
-45% < DD <= -50% 0 - 0.00%
 
DD <= -50% 79.65%
 
-50% < DD <= -55% 3 37.7 Months 2.65%
 
DD <= -55% 82.30%
 
-55% < DD <= -60% 7 16.1 Months 6.19%
 
DD <= -60% 88.50%
 
-60% < DD <= -65% 10 11.3 Months 8.85%
 
DD <= -65% 97.35%
 
-65% < DD <= -70% 3 37.7 Months 2.65%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-73.18% Feb 2021 Dec 2022 23 in progress 14 37 53.59
-22.95% Sep 2018 Dec 2018 4 Nov 2019 11 15 10.17
-21.55% Jun 2015 Jan 2016 8 Sep 2016 8 16 10.39
-12.83% Mar 2020 Mar 2020 1 Apr 2020 1 2 7.41
-9.16% Oct 2016 Oct 2016 1 Jan 2017 3 4 5.95
-6.78% Feb 2018 Apr 2018 3 May 2018 1 4 4.09
-2.45% Sep 2020 Sep 2020 1 Nov 2020 2 3 1.42
-2.31% Mar 2015 Apr 2015 2 May 2015 1 3 1.62
-0.26% Dec 2014 Dec 2014 1 Jan 2015 1 2 0.15
-0.10% Dec 2017 Dec 2017 1 Jan 2018 1 2 0.06
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 34 3.3 Months 30.09%
 
DD = 0% 30.09%
 
0% < DD <= -5% 20 5.7 Months 17.70%
 
DD <= -5% 47.79%
 
-5% < DD <= -10% 11 10.3 Months 9.73%
 
DD <= -10% 57.52%
 
-10% < DD <= -15% 14 8.1 Months 12.39%
 
DD <= -15% 69.91%
 
-15% < DD <= -20% 2 56.5 Months 1.77%
 
DD <= -20% 71.68%
 
-20% < DD <= -25% 5 22.6 Months 4.42%
 
DD <= -25% 76.11%
 
-25% < DD <= -30% 0 - 0.00%
 
DD <= -30% 76.11%
 
-30% < DD <= -35% 1 113.0 Months 0.88%
 
DD <= -35% 76.99%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 76.99%
 
-40% < DD <= -45% 1 113.0 Months 0.88%
 
DD <= -45% 77.88%
 
-45% < DD <= -50% 2 56.5 Months 1.77%
 
DD <= -50% 79.65%
 
-50% < DD <= -55% 0 - 0.00%
 
DD <= -55% 79.65%
 
-55% < DD <= -60% 2 56.5 Months 1.77%
 
DD <= -60% 81.42%
 
-60% < DD <= -65% 9 12.6 Months 7.96%
 
DD <= -65% 89.38%
 
-65% < DD <= -70% 9 12.6 Months 7.96%
 
DD <= -70% 97.35%
 
-70% < DD <= -100% 3 37.7 Months 2.65%
 
DD <= -100% 100.00%
 

Rolling Returns

( more details)

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 March 2019 - 29 February 2024 (5 Years)
Data Source: 1 November 2014 - 29 February 2024 (~9 years)
Inflation Adjusted:
Swipe left to see all data
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$ 26.30 42.86%
2Y -41.88 01/2021
12/2022
0.33$ -35.38 0.41$ -15.53 0.71$ 63.92 2.68$ 70.62 03/2019
02/2021
2.91$ -10.43 59.46%
3Y -24.93 02/2021
01/2024
0.42$ -19.60 0.51$ -0.67 0.98$ 7.52 1.24$ 20.64 03/2019
02/2022
1.75$ -21.49 56.00%
5Y 7.09 03/2019
02/2024
1.40$ 7.09 1.40$ 7.09 1.40$ 7.09 1.40$ 7.09 03/2019
02/2024
1.40$ 7.09 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
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$ 22.96 42.86%
2Y -45.58 01/2021
12/2022
0.29$ -39.45 0.36$ -20.16 0.63$ 60.34 2.57$ 67.26 03/2019
02/2021
2.79$ -14.15 62.16%
3Y -28.96 02/2021
01/2024
0.35$ -23.93 0.44$ -5.54 0.84$ 2.54 1.07$ 16.06 03/2019
02/2022
1.56$ -25.60 76.00%
5Y 2.87 03/2019
02/2024
1.15$ 2.87 1.15$ 2.87 1.15$ 2.87 1.15$ 2.87 03/2019
02/2024
1.15$ 2.87 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods
Swipe left to see all data
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$ 13.79 1.13$ 66.72 1.66$ 177.21 04/2020
03/2021
2.77$ 26.30 31.68%
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$ -10.43 24.72%
3Y -24.93 02/2021
01/2024
0.42$ -5.45 0.84$ 24.67 1.93$ 38.10 2.63$ 49.94 01/2018
12/2020
3.37$ -21.49 18.18%
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$ 7.09 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$ 14.56 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$ 11.26 1.11$ 63.18 1.63$ 170.14 04/2020
03/2021
2.70$ 22.96 33.66%
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$ -14.15 25.84%
3Y -28.96 02/2021
01/2024
0.35$ -9.98 0.72$ 22.04 1.81$ 34.68 2.44$ 47.18 01/2018
12/2020
3.18$ -25.60 24.68%
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$ 2.87 7.55%
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$ 10.73 0.00%
Annualized rolling and percentiles/median returns over full calendar month periods

If you need a deeper detail about rolling returns, please refer to the Cathie Wood Ark Tech Portfolio: Rolling Returns page.

Seasonality

In which months is it better to invest in Cathie Wood Ark Tech Portfolio?

Both the Average Return and the Gain Frequency (Win %) are useful to get an idea of what happened in the past.
For further information about the seasonality, check the Asset Class Seasonality page.
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
1.72
60%
0.45
40%
-3.66
40%
-1.28
60%
-0.18
40%
7.98
80%
5.77
80%
-1.42
40%
-6.67
0%
1.21
80%
8.81
60%
1.24
60%
Best 23.7
2023
10.5
2024
2.5
2023
24.9
2020
13.9
2020
15.2
2019
13.2
2022
15.4
2020
-2.2
2020
8.3
2021
23.7
2023
13.5
2023
Worst -18.4
2022
-3.6
2022
-13.2
2020
-24.0
2022
-12.6
2019
-8.5
2022
-6.7
2021
-11.9
2023
-10.6
2022
-10.4
2023
-10.2
2021
-13.4
2022
Monthly Seasonality over the period Dec 2014 - Feb 2024
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Monthly Average Return (%) and Gain Frequency
Return (%) Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Average
Gain Frequency
2.61
70%
2.04
60%
-1.28
44%
-0.37
56%
2.70
67%
4.65
67%
4.52
89%
0.86
56%
-3.82
22%
-0.40
67%
6.06
80%
-0.89
40%
Best 23.7
2023
10.5
2024
9.9
2016
24.9
2020
13.9
2020
15.2
2019
13.2
2022
15.4
2020
7.1
2016
8.3
2021
23.7
2023
13.5
2023
Worst -18.4
2022
-3.6
2022
-13.2
2020
-24.0
2022
-12.6
2019
-8.5
2022
-6.7
2021
-11.9
2023
-10.6
2022
-11.3
2018
-10.2
2021
-13.4
2022
Monthly Seasonality over the period Dec 2014 - Feb 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the Cathie Wood Ark Tech Portfolio over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

CATHIE WOOD ARK TECH PORTFOLIO
Monthly Returns Distribution
Data Source: 1 March 2019 - 29 February 2024 (5 Years)
Data Source: 1 November 2014 - 29 February 2024 (~9 years)
32 Positive Months (53%) - 28 Negative Months (47%)
67 Positive Months (60%) - 45 Negative Months (40%)
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(Scroll down to see all data)

Portfolio efficiency

The following portfolios granted a higher return over 5 Years and a less severe drawdown at the same time.

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5 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +21.24 21.69 -32.58 100 0 0
US Stocks ESG +14.85 18.99 -27.79 100 0 0
US Stocks Quality +14.82 18.90 -27.78 100 0 0
Cape US Sector Value Robert Shiller +14.78 18.89 -21.00 100 0 0
US Stocks +13.82 18.69 -24.81 100 0 0
Warren Buffett Portfolio Warren Buffett +13.39 16.54 -23.08 90 10 0
Dedalo Three Dedalo Invest +12.83 18.36 -25.03 100 0 0
US Stocks Value +12.23 18.65 -26.06 100 0 0
US Stocks Momentum +12.02 18.90 -30.16 100 0 0
Stocks/Bonds 60/40 2x Leveraged +11.97 23.45 -39.53 60 40 0
US Stocks Equal Weight +11.35 20.20 -26.65 100 0 0
Stocks/Bonds 80/20 +11.27 15.55 -22.75 80 20 0
Stocks/Bonds 60/40 with Bitcoin +10.63 13.29 -21.45 59 39 2
Simple Path to Wealth JL Collins +10.62 14.79 -22.24 75 25 0
All Country World Stocks +10.49 17.81 -25.52 100 0 0
Dedalo Four Dedalo Invest +10.41 15.24 -22.61 80 20 0
Second Grader's Starter Paul Farrell +10.19 16.33 -24.21 90 10 0
Edge Select Aggressive Merrill Lynch +9.83 15.43 -23.81 84 16 0
Stocks/Bonds 80/20 Momentum +9.80 15.68 -27.23 80 20 0
Shield Strategy Aim Ways +9.66 11.11 -19.36 42 38 20
Stocks/Bonds 60/40 ESG +9.30 12.65 -22.44 60 40 0
US Stocks Minimum Volatility +9.15 14.58 -19.06 100 0 0
Robo Advisor 100 Betterment +9.07 17.88 -24.17 100 0 0
Four Funds Bogleheads +9.05 14.86 -23.20 80 20 0
Sheltered Sam 100/0 Bill Bernstein +8.94 18.07 -25.40 97 0 3
Three Funds Bogleheads +8.89 14.82 -23.18 80 20 0
Gold +8.83 14.38 -18.08 0 0 100
Perfect Portfolio Ben Stein +8.81 14.10 -18.62 80 20 0
Dedalo Eleven Dedalo Invest +8.80 14.99 -23.40 80 20 0
Developed World ex-US Stocks Momentum +8.78 15.93 -28.57 100 0 0
LifeStrategy Growth Fund Vanguard +8.72 14.76 -23.11 80 20 0
Stocks/Bonds 60/40 +8.67 12.59 -20.69 60 40 0
Core Four Rick Ferri +8.65 14.91 -23.46 80 20 0
All Country World 80/20 +8.54 15.07 -23.52 80 20 0
Edge Select Moderately Aggressive Merrill Lynch +8.49 13.50 -22.31 69 31 0
Sheltered Sam 90/10 Bill Bernstein +8.24 16.31 -22.65 87.3 10 2.7
Robo Advisor 90 Betterment +8.20 16.62 -23.36 90.1 9.9 0
Seven Value Scott Burns +8.19 14.54 -20.44 71.5 28.5 0
Couch Potato Scott Burns +8.17 11.44 -19.77 50 50 0
Stocks/Bonds 40/60 with Bitcoin +8.00 10.61 -19.39 39 59 2
Gold Pivot Ptf Aim Ways +7.98 9.40 -15.46 22 44 34
Golden Butterfly with Bitcoin +7.95 11.02 -18.74 40 40 20
Mid-Twenties Burton Malkiel +7.91 15.73 -24.50 87 13 0
Late Thirties to Early Forties Burton Malkiel +7.86 15.50 -24.26 85 15 0
Permanent Portfolio with Bitcoin Harry Browne +7.84 9.32 -16.88 25 50 25
Jane Bryant Quinn Portfolio Jane Bryant Quinn +7.83 13.79 -22.74 70 30 0
Six Ways from Sunday Scott Burns +7.78 14.19 -19.67 66.7 33.3 0
In Saecula Saeculorum Fulvio Marchese +7.65 10.56 -18.89 45 45 10
Stocks/Bonds 60/40 Momentum +7.54 12.62 -24.21 60 40 0
Sheltered Sam 80/20 Bill Bernstein +7.54 14.59 -19.89 77.6 20 2.4
Desert Portfolio with Bitcoin Gyroscopic Investing +7.53 8.14 -15.73 30 60 10
European Stocks +7.52 20.28 -30.98 100 0 0
No Brainer Portfolio Bill Bernstein +7.50 13.98 -19.76 75 25 0
Margaritaville Scott Burns +7.48 12.99 -21.96 67 33 0
Andrew Tobias Portfolio Andrew Tobias +7.46 11.77 -18.85 66.7 33.3 0
Long Term Portfolio Ben Stein +7.46 14.38 -20.52 80 20 0
Mid-Fifties Burton Malkiel +7.40 15.06 -24.05 80 20 0
Robust Alpha Architect +7.33 13.75 -19.09 70 20 10
Robo Advisor 80 Betterment +7.31 15.25 -22.63 80 20 0
Five Asset Roger Gibson +7.18 13.45 -19.30 60 20 20
Ark Tech Portfolio Cathie Wood +7.09 37.99 -69.47 100 0 0

The following portfolios share asset allocation strategy and/or similar asset weights.

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5 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +21.24 21.69 -32.58 100 0 0
Ark Tech Portfolio Cathie Wood +7.09 37.99 -69.47 100 0 0

Here's a list containing the Best Classic Portfolios, with the highest returns over 5 Years and Very High Risk categorization.

Swipe left to see all data
5 Years Stats (%)
% Allocation
Portfolio Author Return Dev.Std Drawdown Stocks Bonds Comm
Technology +21.24 21.69 -32.58 100 0 0
US Stocks Quality +14.82 18.90 -27.78 100 0 0
US Stocks +13.82 18.69 -24.81 100 0 0
Warren Buffett Portfolio Warren Buffett +13.39 16.54 -23.08 90 10 0
Dedalo Three Dedalo Invest +12.83 18.36 -25.03 100 0 0
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