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 Gyroscopic Investing Desert Portfolio obtained a 5.73% compound annual return, with a 7.28% standard deviation, in the last 5 Years.
Summary
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| Cathie Wood Ark Tech Portfolio | Gyroscopic Investing Desert Portfolio | ||
|---|---|---|---|
| Portfolio Risk | Very High | Medium | |
| Asset Allocation | Stocks | 100% | 30% |
| Fixed Income | 0% | 60% | |
| Commodities | 0% | 10% | |
| 5 Years Stats | Return | +6.58% | +5.73% |
| Std Dev | 38.01% | 7.28% | |
| Max Drawdown | -69.47% | -14.72% | |
| All time Stats (Since Nov 2014) |
Return | +12.58% | +5.05% |
| Std Dev | 31.41% | 5.88% | |
| Max Drawdown | -69.47% | -14.72% | |
| 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 |
| Gyroscopic Investing Desert Portfolio | +2.01 | +11.16 | +10.30 | +5.73 | +5.05 |
| 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).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 2019, now would be worth 1.32$, with a total return of 32.10% (5.73% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since April 2019, now would be worth 1.32$, with a total return of 32.10% (5.73% 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).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since November 2014, now would be worth 1.59$, with a total return of 59.10% (5.05% annualized).
Gyroscopic Investing Desert Portfolio: an investment of 1$, since November 2014, now would be worth 1.59$, with a total return of 59.10% (5.05% annualized).
Drawdowns
Drawdown comparison chart since April 2019.
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|
Cathie Wood Ark Tech Portfolio
|
Gyroscopic Investing Desert 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 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -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 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
| -2.38% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.41 | |||||
| -2.29% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.10 | |||||
| -2.23% | Sep 2020 | Sep 2020 (1) | Nov 2020 (3) | 1.24 | |||||
| -0.95% | May 2019 | May 2019 (1) | Jun 2019 (2) | 0.55 | |||||
| -0.91% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 0.52 | |||||
| -0.13% | Sep 2019 | Sep 2019 (1) | Oct 2019 (2) | 0.07 | |||||
Drawdown comparison chart since November 2014.
Swipe left to see all data
|
Cathie Wood Ark Tech Portfolio
|
Gyroscopic Investing Desert 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 | |||||
| -14.72% | Jan 2022 | Sep 2022 (9) | Mar 2024 (27) | 7.77 | |||||
| -13.20% | Mar 2020 | Mar 2020 (1) | Apr 2020 (2) | 7.62 | |||||
| -8.95% | Oct 2016 | Oct 2016 (1) | Jan 2017 (4) | 5.68 | |||||
| -6.27% | Feb 2018 | Apr 2018 (3) | May 2018 (4) | 3.83 | |||||
| -3.56% | Feb 2020 | Mar 2020 (2) | Apr 2020 (3) | 1.89 | |||||
| -2.77% | Sep 2018 | Dec 2018 (4) | Jan 2019 (5) | 1.66 | |||||
| -2.63% | Aug 2016 | Nov 2016 (4) | Feb 2017 (7) | 1.44 | |||||
| -2.57% | Jun 2015 | Sep 2015 (4) | Mar 2016 (10) | 1.42 | |||||
| -2.38% | Sep 2020 | Oct 2020 (2) | Nov 2020 (3) | 1.41 | |||||
| -2.29% | Sep 2021 | Sep 2021 (1) | Dec 2021 (4) | 1.10 | |||||
| -2.23% | Sep 2020 | Sep 2020 (1) | Nov 2020 (3) | 1.24 | |||||
| -2.19% | Feb 2018 | Apr 2018 (3) | Aug 2018 (7) | 1.30 | |||||
| -2.00% | Mar 2015 | Mar 2015 (1) | May 2015 (3) | 1.39 | |||||
| -0.95% | May 2019 | May 2019 (1) | Jun 2019 (2) | 0.55 | |||||
| -0.91% | Jan 2021 | Feb 2021 (2) | Apr 2021 (4) | 0.52 | |||||
| -0.57% | Dec 2014 | Dec 2014 (1) | Feb 2015 (3) | 0.29 | |||||
| -0.34% | May 2016 | May 2016 (1) | Jun 2016 (2) | 0.20 | |||||
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% |
+3.24%
|
0.00% |
| 2023 |
+55.71%
|
-27.76% |
+11.64%
|
-4.01% |
| 2022 |
-58.78%
|
-58.78% |
-11.64%
|
-14.72% |
| 2021 |
-18.06%
|
-25.95% |
+5.76%
|
-2.29% |
| 2020 |
+149.52%
|
-13.20% |
+12.96%
|
-3.56% |
| 2019 |
+35.21%
|
-12.62% |
+14.41%
|
-0.95% |
| 2018 |
-0.07%
|
-22.61% |
-0.94%
|
-2.77% |
| 2017 |
+68.38%
|
0.00% |
+8.38%
|
-0.12% |
| 2016 |
+0.39%
|
-18.29% |
+5.39%
|
-2.63% |
| 2015 |
+3.87%
|
-13.66% |
+0.02%
|
-2.57% |
