Cathie Wood Ark Tech Portfolio vs Ray Dalio All Weather Portfolio vs All Country World Stocks Portfolio Portfolio Comparison

Simulation Settings

Period: November 2014 - May 2026 (~12 years)
Consolidated Returns as of 31 May 2026

Initial Amount: 1$

Rebalancing: at every Jan 1^st

Currency: USD

Inflation: US

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Results

All Data
(2014/11 - 2026/05)

Inflation Adjusted:

Cathie Wood Ark Tech Portfolio

1.00$
Invested Capital
November 2014
5.57$
Final Capital
May 2026
15.98%
Yearly Return
31.45%
Std Deviation
-69.47%
Max Drawdown
64months*
Recovery Period
* in progress

1.00$
Invested Capital
November 2014
3.98$
Final Capital
May 2026
12.66%
Yearly Return
31.45%
Std Deviation
-73.18%
Max Drawdown
64months*
Recovery Period
* in progress

Ray Dalio All Weather Portfolio

1.00$
Invested Capital
November 2014
1.93$
Final Capital
May 2026
5.85%
Yearly Return
8.21%
Std Deviation
-20.58%
Max Drawdown
42months
Recovery Period

1.00$
Invested Capital
November 2014
1.38$
Final Capital
May 2026
2.82%
Yearly Return
8.21%
Std Deviation
-27.85%
Max Drawdown
57months*
Recovery Period
* in progress

All Country World Stocks Portfolio

1.00$
Invested Capital
November 2014
3.33$
Final Capital
May 2026
10.94%
Yearly Return
14.59%
Std Deviation
-25.52%
Max Drawdown
24months
Recovery Period

1.00$
Invested Capital
November 2014
2.38$
Final Capital
May 2026
7.76%
Yearly Return
14.59%
Std Deviation
-30.11%
Max Drawdown
36months
Recovery Period

As of May 2026, over the analyzed timeframe, the Cathie Wood Ark Tech Portfolio obtained a 15.98% compound annual return, with a 31.45% standard deviation. It suffered a maximum drawdown of -69.47% which has been ongoing for 64 months and is still in progress.

As of May 2026, over the analyzed timeframe, the Ray Dalio All Weather Portfolio obtained a 5.85% compound annual return, with a 8.21% standard deviation. It suffered a maximum drawdown of -20.58% that required 42 months to be recovered.

As of May 2026, over the analyzed timeframe, the All Country World Stocks Portfolio obtained a 10.94% compound annual return, with a 14.59% standard deviation. It suffered a maximum drawdown of -25.52% that required 24 months to be recovered.

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Disclaimer: The simulations on this website are provided in good faith but should NOT be taken as investment advice. We are not liable for any errors or actions based on this information. The authors of the website are not affiliated with the portfolio creators, who are the sole owners of their intellectual property. The translation of asset allocations into ETFs is based on the interpretation of LazyPortfolioETF.com and may not exactly reflect the original intent of the portfolio creators. Content is for informational, educational, illustrative, and entertainment purposes only.

Resources & Extras

Asset Allocations and ETFs

The compared portfolios have the following asset allocations.

Cathie Wood Ark Tech Portfolio

Weight (%)	Ticker	Name
25.00	ARKG	ARK Genomic Revolution ETF
25.00	ARKK	ARK Innovation ETF
25.00	ARKQ	ARK Autonomous Technology & Robotics ETF
25.00	ARKW	ARK Next Generation Internet ETF

Ray Dalio All Weather Portfolio

Weight (%)	Ticker	Name
30.00	VTI	Vanguard Total Stock Market
40.00	TLT	iShares 20+ Year Treasury Bond
15.00	IEI	iShares 3-7 Year Treasury Bond
7.50	DBC	Invesco DB Commodity Tracking
7.50	GLD	SPDR Gold Trust

All Country World Stocks Portfolio

Weight (%)	Ticker	Name
100.00	VT	Vanguard Total World Stock

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Portfolio Returns as of May 31, 2026

Returns are calculated in USD, assuming:

no fees or capital gain taxes.
rebalancing: at every Jan 1^st.
dividend reinvestment, when applicable.

Return Comparison

Capital Growth

All Data
(2014/11 - 2026/05)

Inflation Adjusted:

Swipe left to see all data

	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Ark Tech Portfolio Cathie Wood	1 $	5.57 $	456.94%	15.98%
All Weather Portfolio Ray Dalio	1 $	1.93 $	93.16%	5.85%
All Country World Stocks	1 $	3.33 $	232.96%	10.94%
	Nov 2014	May 2026

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	Initial Amount $	Final Amount $	Total Return (%)	Annualized (%)
Ark Tech Portfolio Cathie Wood	1 $	3.98 $	297.71%	12.66%
All Weather Portfolio Ray Dalio	1 $	1.38 $	37.93%	2.82%
All Country World Stocks	1 $	2.38 $	137.76%	7.76%
	Nov 2014	May 2026

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		Return (%) as of May 31, 2026
		YTD (5M)	1M	6M	1Y	5Y	10Y	MAX (~12Y)
	Ark Tech Portfolio Cathie Wood	13.57	11.68	11.52	53.98	-0.33	18.87	15.98
	All Weather Portfolio Ray Dalio	6.14	1.12	5.31	17.36	4.27	6.24	5.85
	All Country World Stocks -- Market Benchmark	12.36	4.58	13.39	30.57	11.22	12.83	10.94
Returns over 1 year are annualized.

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Portfolio Metrics as of May 31, 2026

The following metrics, updated as of 31 May 2026, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON

Period: 1 June 2025 - 31 May 2026 (1 year)

Period: 1 June 2021 - 31 May 2026 (5 years)

Period: 1 June 2016 - 31 May 2026 (10 years)

Period: 1 November 2014 - 31 May 2026 (~12 years)

1 Year

5 Years

10 Years

All (2014/11 - 2026/05)

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	Ark Tech Portfolio	All Weather Portfolio	All Country World Stocks
Author	Cathie Wood	Ray Dalio
ASSET ALLOCATION
Stocks	100%	30%	100%
Fixed Income	0%	55%	0%
Commodities	0%	15%	0%
PERFORMANCES
Annualized Return (%)	53.98	17.36	30.57
Infl. Adjusted (%)	48.50	13.18	25.92
DRAWDOWN
Deepest Drawdown Depth (%)	-20.14	-3.08	-6.22
Start to Recovery (months)	7	2	2
Longest Drawdown Depth (%)	-20.14	-0.78	-6.22
Start to Recovery (months)	7	2	2
Longest Negative Period (months)	8	2	5
RISK INDICATORS
Standard Deviation (%)	29.90	6.31	11.96
Sharpe Ratio	1.68	2.13	2.23
Sortino Ratio	2.41	2.66	2.96
Ulcer Index	8.70	0.88	1.73
Ratio: Return / Standard Deviation	1.81	2.75	2.56
Ratio: Return / Deepest Drawdown	2.68	5.63	4.91
Metrics calculated over the period 1 June 2025 - 31 May 2026

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	Ark Tech Portfolio	All Weather Portfolio	All Country World Stocks
Author	Cathie Wood	Ray Dalio
ASSET ALLOCATION
Stocks	100%	30%	100%
Fixed Income	0%	55%	0%
Commodities	0%	15%	0%
PERFORMANCES
Annualized Return (%)	-0.33	4.27	11.22
Infl. Adjusted (%)	-4.51	-0.10	6.56
DRAWDOWN
Deepest Drawdown Depth (%)	-68.02	-20.58	-25.52
Start to Recovery (months)	59*	42	24
Longest Drawdown Depth (%)	-68.02	-20.58	-25.52
Start to Recovery (months)	59*	42	24
Longest Negative Period (months)	60*	45	29
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	36.50	10.21	14.88
Sharpe Ratio	-0.10	0.08	0.52
Sortino Ratio	-0.15	0.11	0.70
Ulcer Index	46.04	9.52	8.31
Ratio: Return / Standard Deviation	-0.01	0.42	0.75
Ratio: Return / Deepest Drawdown	0.00	0.21	0.44
Metrics calculated over the period 1 June 2021 - 31 May 2026

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	Ark Tech Portfolio	All Weather Portfolio	All Country World Stocks
Author	Cathie Wood	Ray Dalio
ASSET ALLOCATION
Stocks	100%	30%	100%
Fixed Income	0%	55%	0%
Commodities	0%	15%	0%
PERFORMANCES
Annualized Return (%)	18.87	6.24	12.83
Infl. Adjusted (%)	15.03	2.81	9.19
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-20.58	-25.52
Start to Recovery (months)	64*	42	24
Longest Drawdown Depth (%)	-69.47	-20.58	-25.52
Start to Recovery (months)	64*	42	24
Longest Negative Period (months)	65	46	34
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	32.77	8.57	14.74
Sharpe Ratio	0.51	0.47	0.72
Sortino Ratio	0.73	0.64	0.95
Ulcer Index	34.43	6.92	6.93
Ratio: Return / Standard Deviation	0.58	0.73	0.87
Ratio: Return / Deepest Drawdown	0.27	0.30	0.50
Metrics calculated over the period 1 June 2016 - 31 May 2026

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	Ark Tech Portfolio	All Weather Portfolio	All Country World Stocks
Author	Cathie Wood	Ray Dalio
ASSET ALLOCATION
Stocks	100%	30%	100%
Fixed Income	0%	55%	0%
Commodities	0%	15%	0%
PERFORMANCES
Annualized Return (%)	15.98	5.85	10.94
Infl. Adjusted (%)	12.66	2.82	7.76
DRAWDOWN
Deepest Drawdown Depth (%)	-69.47	-20.58	-25.52
Start to Recovery (months)	64*	42	24
Longest Drawdown Depth (%)	-69.47	-20.58	-25.52
Start to Recovery (months)	64*	42	24
Longest Negative Period (months)	65	46	34
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%)	31.45	8.21	14.59
Sharpe Ratio	0.45	0.48	0.62
Sortino Ratio	0.65	0.66	0.83
Ulcer Index	32.20	6.59	6.89
Ratio: Return / Standard Deviation	0.51	0.71	0.75
Ratio: Return / Deepest Drawdown	0.23	0.28	0.43
Metrics calculated over the period 1 November 2014 - 31 May 2026

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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.

DRAWDOWN COMPARISON

Period: 1 June 2016 - 31 May 2026 (10 years)

Period: 1 November 2014 - 31 May 2026 (~12 years)

Chart Table

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Ark Tech Portfolio			All Weather Portfolio			All Country World Stocks
Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To	Drawdown (%)	Recovery (#Months)	From To
-69.47	64*	Feb 2021 In progress
						-25.52	24	Jan 2022 Dec 2023
-22.61	15	Sep 2018 Nov 2019
						-22.15	8	Jan 2020 Aug 2020
-21.33	16	Jun 2015 Sep 2016
			-20.58	42	Jan 2022 Jun 2025
						-14.45	21	Feb 2018 Oct 2019
						-13.76	19	Jun 2015 Dec 2016
-13.20	2	Mar 2020 Apr 2020
-8.95	4	Oct 2016 Jan 2017
			-6.66	17	Feb 2015 Jun 2016
			-6.42	13	Aug 2016 Aug 2017
-6.27	4	Feb 2018 May 2018
						-6.22	2	Mar 2026 Apr 2026
						-4.91	3	Sep 2020 Nov 2020

Rolling Returns

By selecting the 'Rolling Period', the chart and data will update. To study a different date range, change the Simulation Settings.

You can explore the Rolling Returns for a single portfolio, or check the return differential, by switching on "Head To Head" toggle.

Rolling Returns Comparison

Annualized Rolling Returns Chart

Rolling Returns Chart - Inflation Adjusted

Time Period: 1 November 2014 - 31 May 2026 (~12 years)

Rolling Period:

Ark Tech Portfolio
All Weather Portfolio
All Country World Stocks

US Inflation Adjusted:

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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.

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	Ark Tech Portfolio		All Weather Portfolio		All Country World Stocks
Year	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)	Return (%)	Drawdown (%)
2026	13.57	-11.00	6.14	-3.08	12.36	-6.22
2025	36.57	-21.92	13.26	-1.94	22.43	-3.92
2024	14.08	-13.99	6.36	-3.73	16.49	-3.58
2023	55.71	-27.76	9.95	-9.25	22.03	-9.69
2022	-58.78	-58.78	-18.39	-20.58	-18.01	-25.52
2021	-18.06	-25.95	8.27	-3.74	18.27	-4.10
2020	149.52	-13.20	15.88	-3.68	16.61	-22.15
2019	35.21	-12.62	17.93	-0.83	26.82	-5.97
2018	-0.07	-22.61	-3.02	-4.71	-9.76	-14.45
2017	68.38	0.00	11.55	-0.49	24.49	0.00
2016	0.39	-18.29	6.50	-6.42	8.51	-6.91
2015	3.87	-13.66	-3.23	-6.66	-1.86	-11.65

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Table of contents

Resources & Extras

Asset Allocations and ETFs

Portfolio Returns as of May 31, 2026

Portfolio Metrics as of May 31, 2026

Drawdowns

Rolling Returns

Yearly Returns