Last Update: 31 March 2024
The Cathie Wood Ark Tech Portfolio obtained a 6.58% compound annual return, with a 38.01% standard deviation, in the last 5 Years.
The Roger Gibson Five Asset Portfolio obtained a 7.37% compound annual return, with a 13.47% standard deviation, in the last 5 Years.
Summary
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| Cathie Wood Ark Tech Portfolio | Roger Gibson Five Asset Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Very High | |
| Asset Allocation | Stocks | 100% | 60% |
| Fixed Income | 0% | 20% | |
| Commodities | 0% | 20% | |
| 5 Years Stats | Return | +6.58% | +7.37% |
| Std Dev | 38.01% | 13.47% | |
| Max Drawdown | -69.47% | -19.30% | |
| All time Stats (Since Nov 2014) |
Return | +12.58% | +5.50% |
| Std Dev | 31.41% | 11.25% | |
| Max Drawdown | -69.47% | -19.30% | |
| Last Update: 31 March 2024 | |||
Historical Returns as of Mar 31, 2024
Comparison period starts from November 2014
Swipe left to see all data
| 1M | 6M | 1Y | 5Y | MAX | |
|---|---|---|---|---|---|
| Cathie Wood Ark Tech Portfolio | -1.43 | +21.97 | +21.43 | +6.58 | +12.58 |
| Roger Gibson Five Asset Portfolio | +2.56 | +11.33 | +10.96 | +7.37 | +5.50 |
| Return over 1 year are annualized. |
Capital Growth as of Mar 31, 2024
Cathie Wood Ark Tech Portfolio: an investment of 1$, since April 2019,
now would be worth 1.38$, with a total return of 37.54%
(6.58% annualized).
Roger Gibson Five Asset Portfolio: an investment of 1$, since April 2019, now would be worth 1.43$, with a total return of 42.72% (7.37% annualized).
Roger Gibson Five Asset Portfolio: an investment of 1$, since April 2019, now would be worth 1.43$, with a total return of 42.72% (7.37% annualized).
Cathie Wood Ark Tech Portfolio: an investment of 1$, since November 2014,
now would be worth 3.05$, with a total return of 205.22%
(12.58% annualized).
Roger Gibson Five Asset Portfolio: an investment of 1$, since November 2014, now would be worth 1.66$, with a total return of 65.52% (5.50% annualized).
Roger Gibson Five Asset Portfolio: an investment of 1$, since November 2014, now would be worth 1.66$, with a total return of 65.52% (5.50% annualized).
Drawdowns
Drawdown comparison chart since April 2019.
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|
Cathie Wood Ark Tech Portfolio
|
Roger Gibson Five Asset 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 (38) | 49.39 | |||||
| -19.30% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -16.29% | Apr 2022 | Sep 2022 (6) | Mar 2024 (24) | 7.96 | |||||
| -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 | |||||
| -3.55% | Nov 2021 | Nov 2021 (1) | Dec 2021 (2) | 2.05 | |||||
| -3.32% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.92 | |||||
| -2.71% | Jan 2022 | Feb 2022 (2) | Mar 2022 (3) | 1.73 | |||||
| -2.23% | Sep 2020 | Sep 2020 (1) | Nov 2020 (3) | 1.24 | |||||
| -1.80% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.04 | |||||
| -0.51% | Aug 2019 | Aug 2019 (1) | Sep 2019 (2) | 0.30 | |||||
Drawdown comparison chart since November 2014.
Swipe left to see all data
|
Cathie Wood Ark Tech Portfolio
|
Roger Gibson Five Asset 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 (38) | 49.39 | |||||
| -22.61% | Sep 2018 | Dec 2018 (4) | Nov 2019 (15) | 9.50 | |||||
| -21.33% | Jun 2015 | Jan 2016 (8) | Sep 2016 (16) | 10.01 | |||||
| -19.30% | Jan 2020 | Mar 2020 (3) | Nov 2020 (11) | 8.97 | |||||
| -16.29% | Apr 2022 | Sep 2022 (6) | Mar 2024 (24) | 7.96 | |||||
| -13.20% | Mar 2020 | Mar 2020 (1) | Apr 2020 (2) | 7.62 | |||||
| -12.04% | Nov 2014 | Feb 2016 (16) | Dec 2016 (26) | 5.22 | |||||
| -10.00% | Oct 2018 | Dec 2018 (3) | Apr 2019 (7) | 4.59 | |||||
| -8.95% | Oct 2016 | Oct 2016 (1) | Jan 2017 (4) | 5.68 | |||||
| -6.27% | Feb 2018 | Apr 2018 (3) | May 2018 (4) | 3.83 | |||||
| -4.04% | Feb 2018 | Feb 2018 (1) | Jul 2018 (6) | 2.19 | |||||
| -3.55% | Nov 2021 | Nov 2021 (1) | Dec 2021 (2) | 2.05 | |||||
| -3.32% | May 2019 | May 2019 (1) | Jun 2019 (2) | 1.92 | |||||
| -2.71% | Jan 2022 | Feb 2022 (2) | Mar 2022 (3) | 1.73 | |||||
| -2.23% | Sep 2020 | Sep 2020 (1) | Nov 2020 (3) | 1.24 | |||||
| -2.00% | Mar 2015 | Mar 2015 (1) | May 2015 (3) | 1.39 | |||||
| -1.80% | Sep 2021 | Sep 2021 (1) | Oct 2021 (2) | 1.04 | |||||
| -0.57% | Dec 2014 | Dec 2014 (1) | Feb 2015 (3) | 0.29 | |||||
| -0.51% | Aug 2019 | Aug 2019 (1) | Sep 2019 (2) | 0.30 | |||||
| -0.50% | Mar 2017 | Mar 2017 (1) | May 2017 (3) | 0.26 | |||||
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.
The highlighted returns represent the highest values for that specific year.
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| Year | Return | Drawdown | Return | Drawdown |
|---|---|---|---|---|
| 2024 |
-3.04%
|
-11.01% |
+3.20%
|
-0.91% |
| 2023 |
+55.71%
|
-27.76% |
+10.78%
|
-7.73% |
| 2022 |
-58.78%
|
-58.78% |
-11.00%
|
-16.29% |
| 2021 |
-18.06%
|
-25.95% |
+22.77%
|
-3.55% |
| 2020 |
+149.52%
|
-13.20% |
+5.29%
|
-19.30% |
| 2019 |
+35.21%
|
-12.62% |
+20.35%
|
-3.32% |
| 2018 |
-0.07%
|
-22.61% |
-7.26%
|
-10.00% |
| 2017 |
+68.38%
|
0.00% |
+12.32%
|
-0.50% |
| 2016 |
+0.39%
|
-18.29% |
+9.61%
|
-3.95% |
| 2015 |
+3.87%
|
-13.66% |
-5.77%
|
-8.86% |
