Cathie Wood Ark Tech Portfolio vs Time Money Inc Tilt Toward Value Portfolio Portfolio Comparison

Simulation Settings
Period: November 2014 - May 2025 (~11 years)
Consolidated Returns as of 31 May 2025
Initial Amount: 1$
Rebalancing: at every Jan 1st
Currency: USD
Inflation: US
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Results
All Data
(2014/11 - 2025/05)
Inflation Adjusted:
Cathie Wood Ark Tech Portfolio
1.00$
Invested Capital
November 2014
3.62$
Final Capital
May 2025
12.92%
Yearly Return
31.48%
Std Deviation
-69.47%
Max Drawdown
52months*
Recovery Period
* in progress
1.00$
Invested Capital
November 2014
2.68$
Final Capital
May 2025
9.76%
Yearly Return
31.48%
Std Deviation
-73.18%
Max Drawdown
52months*
Recovery Period
* in progress
Time Money Inc Tilt Toward Value Portfolio
1.00$
Invested Capital
November 2014
1.88$
Final Capital
May 2025
6.14%
Yearly Return
9.85%
Std Deviation
-20.45%
Max Drawdown
31months
Recovery Period
1.00$
Invested Capital
November 2014
1.39$
Final Capital
May 2025
3.17%
Yearly Return
9.85%
Std Deviation
-25.33%
Max Drawdown
45months*
Recovery Period
* in progress

As of May 2025, over the analyzed timeframe, the Cathie Wood Ark Tech Portfolio obtained a 12.92% compound annual return, with a 31.48% standard deviation. It suffered a maximum drawdown of -69.47% which has been ongoing for 52 months and is still in progress.

As of May 2025, over the analyzed timeframe, the Time Money Inc Tilt Toward Value Portfolio obtained a 6.14% compound annual return, with a 9.85% standard deviation. It suffered a maximum drawdown of -20.45% that required 31 months to be recovered.

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.
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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
Time Money Inc Tilt Toward Value Portfolio
Weight
(%)		 Ticker Name
25.00
VTI
Vanguard Total Stock Market
15.00
VEU
Vanguard FTSE All-World ex-US
10.00
VNQ
Vanguard Real Estate
5.00
IJS
iShares S&P Small-Cap 600 Value
5.00
VTV
Vanguard Value
30.00
BND
Vanguard Total Bond Market
10.00
BNDX
Vanguard Total International Bond
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Portfolio Returns as of May 31, 2025

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • rebalancing: at every Jan 1st.
  • dividend reinvestment, when applicable.
Return Comparison
Capital Growth
All Data
(2014/11 - 2025/05)
Inflation Adjusted:
Swipe left to see all data
Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Cathie Wood Ark Tech Portfolio
Cathie Wood 		1 $ 3.62 $ 261.70% 12.92%
Time Money Inc Tilt Toward Value
Time Money Inc 		1 $ 1.88 $ 87.96% 6.14%
Nov 2014 May 2025

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Initial Amount $ Final Amount $ Total Return (%) Annualized (%)
Cathie Wood Ark Tech Portfolio
Cathie Wood 		1 $ 2.68 $ 167.81% 9.76%
Time Money Inc Tilt Toward Value
Time Money Inc 		1 $ 1.39 $ 39.17% 3.17%
Nov 2014 May 2025

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Return (%) as of May 31, 2025
YTD
(5M) 		1M 6M 1Y 5Y 10Y MAX
(~11Y)
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_cathie_wood.webp Ark Tech Portfolio
Cathie Wood 		0.73 9.24 -1.28 31.87 3.21 12.73 12.92
https://www.lazyportfolioetf.com/wp-content/themes/dynamico-child/img/author/avatar_money_inc.webp Tilt Toward Value
Time Money Inc 		2.75 2.46 -0.66 9.20 7.20 6.15 6.14
Returns over 1 year are annualized.
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Portfolio Metrics as of May 31, 2025

The following metrics, updated as of 31 May 2025, provide an overview of performance and risk, with the best value in each row highlighted within the table.

METRIC COMPARISON
Period: 1 June 2024 - 31 May 2025 (1 year)
Period: 1 June 2020 - 31 May 2025 (5 years)
Period: 1 June 2015 - 31 May 2025 (10 years)
Period: 1 November 2014 - 31 May 2025 (~11 years)
1 Year
5 Years
10 Years
All (2014/11 - 2025/05)
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Ark Tech Portfolio Tilt Toward Value
Author Cathie Wood Time Money Inc
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%)
31.87
9.20
Infl. Adjusted (%) 28.81 6.67
DRAWDOWN
Deepest Drawdown Depth (%) -21.92
-3.31
Start to Recovery (months)
4*
6*
Longest Drawdown Depth (%) -21.92
-3.31
Start to Recovery (months)
4*
6*
Longest Negative Period (months)
6*
7
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 31.85
7.46
Sharpe Ratio
0.85
0.60
Sortino Ratio
1.25
0.76
Ulcer Index 8.57
1.67
Ratio: Return / Standard Deviation 1.00
1.23
Ratio: Return / Deepest Drawdown 1.45
2.78
Metrics calculated over the period 1 June 2024 - 31 May 2025
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Ark Tech Portfolio Tilt Toward Value
Author Cathie Wood Time Money Inc
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%) 3.21
7.20
Infl. Adjusted (%) -1.34 2.47
DRAWDOWN
Deepest Drawdown Depth (%) -69.47
-20.45
Start to Recovery (months) 52*
31
Longest Drawdown Depth (%) -69.47
-20.45
Start to Recovery (months) 52*
31
Longest Negative Period (months) 58
35
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 37.15
11.14
Sharpe Ratio 0.02
0.41
Sortino Ratio 0.02
0.56
Ulcer Index 46.68
7.64
Ratio: Return / Standard Deviation 0.09
0.65
Ratio: Return / Deepest Drawdown 0.05
0.35
Metrics calculated over the period 1 June 2020 - 31 May 2025
Swipe left to see all data
Ark Tech Portfolio Tilt Toward Value
Author Cathie Wood Time Money Inc
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%)
12.73
6.15
Infl. Adjusted (%) 9.38 2.99
DRAWDOWN
Deepest Drawdown Depth (%) -69.47
-20.45
Start to Recovery (months) 52*
31
Longest Drawdown Depth (%) -69.47
-20.45
Start to Recovery (months) 52*
31
Longest Negative Period (months) 62
35
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 32.32
10.11
Sharpe Ratio 0.34
0.43
Sortino Ratio 0.49
0.57
Ulcer Index 33.59
5.85
Ratio: Return / Standard Deviation 0.39
0.61
Ratio: Return / Deepest Drawdown 0.18
0.30
Metrics calculated over the period 1 June 2015 - 31 May 2025
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Ark Tech Portfolio Tilt Toward Value
Author Cathie Wood Time Money Inc
ASSET ALLOCATION
Stocks 100% 60%
Fixed Income 0% 40%
Commodities 0% 0%
PERFORMANCES
Annualized Return (%)
12.92
6.14
Infl. Adjusted (%) 9.76 3.17
DRAWDOWN
Deepest Drawdown Depth (%) -69.47
-20.45
Start to Recovery (months) 52*
31
Longest Drawdown Depth (%) -69.47
-20.45
Start to Recovery (months) 52*
31
Longest Negative Period (months) 62
35
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
Standard Deviation (%) 31.48
9.85
Sharpe Ratio 0.36
0.45
Sortino Ratio 0.51
0.60
Ulcer Index 32.66
5.69
Ratio: Return / Standard Deviation 0.41
0.62
Ratio: Return / Deepest Drawdown 0.19
0.30
Metrics calculated over the period 1 November 2014 - 31 May 2025
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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 2015 - 31 May 2025 (10 years)
Period: 1 November 2014 - 31 May 2025 (~11 years)

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Ark Tech Portfolio Tilt Toward Value
Drawdown
(%) 		Recovery
(#Months)		 From
To		 Drawdown
(%) 		Recovery
(#Months)		 From
To
-69.47 52* Feb 2021
In progress
-22.61 15 Sep 2018
Nov 2019
-21.33 16 Jun 2015
Sep 2016
-20.45 31 Jan 2022
Jul 2024
-13.65 8 Jan 2020
Aug 2020
-13.20 2 Mar 2020
Apr 2020
-8.95 4 Oct 2016
Jan 2017
-7.55 7 Sep 2018
Mar 2019
-6.27 4 Feb 2018
May 2018
-5.68 15 Mar 2015
May 2016
-3.31 6* Dec 2024
In progress
-3.23 6 Feb 2018
Jul 2018
-3.02 2 Sep 2021
Oct 2021
-2.81 3 Sep 2020
Nov 2020
-2.78 2 May 2019
Jun 2019

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 2025 (~11 years)


Head To Head (Ptf 1 vs Ptf 2):
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 Tilt Toward Value
Year Return
(%)		 Drawdown
(%)		 Return
(%)		 Drawdown
(%)
2025
 0.73 -21.92
2.75
-2.32
2024
14.08
-13.99 9.20 -3.65
2023
55.71
-27.76 13.77 -8.14
2022
 -58.78 -58.78
-15.72
-20.45
2021
 -18.06 -25.95
13.78
-3.02
2020
149.52
-13.20 9.48 -13.65
2019
35.21
-12.62 19.75 -2.78
2018
-0.07
-22.61 -4.70 -7.55
2017
68.38
0.00 12.64 0.00
2016
 0.39 -18.29
8.44
-2.65
2015
3.87
-13.66 -0.49 -5.68
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