ARK Autonomous Technology & Robotics ETF (ARKQ): Historical Returns

Data Source: from October 2014 to January 2024 (~9 years)
Consolidated Returns as of 31 January 2024
Live Update: Feb 27 2024, 02:59PM Eastern Time
Category: Stocks
ARK Autonomous Technology & Robotics ETF (ARKQ) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.23%
1 Day
Feb 27 2024, 02:59PM Eastern Time
3.99%
Current Month
February 2024

In the last 5 Years, the ARK Autonomous Technology & Robotics ETF (ARKQ) ETF obtained a 9.91% compound annual return, with a 31.13% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Growth
  • Region: Developed Markets
  • Country: Broad Developed Markets

The ARK Autonomous Technology & Robotics ETF (ARKQ) ETF is part of the following Lazy Portfolios:

Portfolio Name Author ARKQ Weight Currency
Ark Tech Portfolio Cathie Wood 25.00% USD

Investment Returns as of Jan 31, 2024

The ARK Autonomous Technology & Robotics ETF (ARKQ) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the actual US Inflation rates.
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ) ETF
Consolidated returns as of 31 January 2024
Live Update: Feb 27 2024, 02:59PM Eastern Time
Swipe left to see all data
  Chg (%) Return (%) Return (%) as of Jan 31, 2024
  1 Day Time ET(*) Feb 2024 1M 6M 1Y 5Y MAX
(~9Y)
ARK Autonomous Technology & Robotics ETF (ARKQ) ETF 0.23 3.99 -9.10 -10.89 7.99 9.91 11.82
US Inflation Adjusted return -9.38 -12.35 4.74 5.51 8.69
Returns over 1 year are annualized | Available data source: since Oct 2014
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16%

Capital Growth as of Jan 31, 2024

An investment of 1$, since February 2019, now would be worth 1.60$, with a total return of 60.36% (9.91% annualized).

The Inflation Adjusted Capital now would be 1.31$, with a net total return of 30.78% (5.51% annualized).
An investment of 1$, since October 2014, now would be worth 2.84$, with a total return of 183.78% (11.82% annualized).

The Inflation Adjusted Capital now would be 2.18$, with a net total return of 117.61% (8.69% annualized).

Investment Metrics as of Jan 31, 2024

Metrics of ARK Autonomous Technology & Robotics ETF (ARKQ) ETF, updated as of 31 January 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the actual US Inflation rates.
ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ) ETF
Advanced Metrics
Data Source: 1 October 2014 - 31 January 2024 (~9 years)
Swipe left to see all data
Metrics as of Jan 31, 2024
1M 3M 6M 1Y 3Y 5Y MAX
(~9Y)
Investment Return (%) -9.10 11.60 -10.89 7.99 -15.38 9.91 11.82
Infl. Adjusted Return (%) details -9.38 10.82 -12.35 4.74 -19.91 5.51 8.69
US Inflation (%) 0.31 0.70 1.66 3.11 5.66 4.16 2.89
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Deepest Drawdown Depth (%) -20.15 -52.62 -52.62 -52.62
Start to Recovery (# months) details 6* 36* 36* 36*
Start (yyyy mm) 2023 08 2021 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 3 13 13 13
End (yyyy mm) - - - -
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 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 3 13 13 13
End (yyyy mm) - - - -
Longest negative period (# months) details 9 36* 41* 41*
Period Start (yyyy mm) 2023 02 2021 02 2020 09 2020 09
Period End (yyyy mm) 2023 10 2024 01 2024 01 2024 01
Annualized Return (%) -4.29 -15.38 -3.62 -3.62
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -20.90 -58.38 -58.38 -58.38
Start to Recovery (# months) details 6* 36* 36* 36*
Start (yyyy mm) 2023 08 2021 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 3 13 13 13
End (yyyy mm) - - - -
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 02 2021 02 2021 02
Start to Bottom (# months) 3 23 23 23
Bottom (yyyy mm) 2023 10 2022 12 2022 12 2022 12
Bottom to End (# months) 3 13 13 13
End (yyyy mm) - - - -
Longest negative period (# months) details 9 36* 44* 59
Period Start (yyyy mm) 2023 02 2021 02 2020 06 2018 02
Period End (yyyy mm) 2023 10 2024 01 2024 01 2022 12
Annualized Return (%) -7.25 -19.91 -0.49 -0.20
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y MAX
Standard Deviation (%) 28.73 28.60 31.13 26.32
Sharpe Ratio 0.10 -0.61 0.26 0.30
Sortino Ratio 0.14 -0.92 0.38 0.42
Ulcer Index 8.12 32.69 25.74 19.53
Ratio: Return / Standard Deviation 0.28 -0.54 0.32 0.45
Ratio: Return / Deepest Drawdown 0.40 -0.29 0.19 0.22
% Positive Months details 58% 41% 53% 56%
Positive Months 7 15 32 63
Negative Months 5 21 28 49
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Over the latest 5Y
Best Rolling Return (%) - Annualized 155.37 26.44 9.91
Worst Rolling Return (%) - Annualized -46.75 -15.38
% Positive Periods 63% 76% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 68.35 20.54 27.55
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - 6.49
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 148.85 21.69 5.51
Worst Rolling Return (%) - Annualized -49.96 -19.91
% Positive Periods 59% 64% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 68.35 20.54 27.55
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - 6.49
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Oct 2014 - Jan 2024)
Best Rolling Return (%) - Annualized 155.37 39.46 41.73
Worst Rolling Return (%) - Annualized -46.75 -15.38 5.43
% Positive Periods 64% 92% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 68.35 20.54 23.96
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - 1.96
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 148.85 35.69 38.94
Worst Rolling Return (%) - Annualized -49.96 -19.91 1.56
% Positive Periods 61% 88% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 68.35 20.54 23.96
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - 1.96
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.

Correlations as of Jan 31, 2024

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.

Monthly correlations of ARK Autonomous Technology & Robotics ETF (ARKQ) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ) ETF
Monthly correlations as of 31 January 2024
Swipe left to see all data
Correlation vs ARKQ
Asset Class 1 Year 5 Years Since
Oct 2014
VTI
US Total Stock Market
0.77
0.81
0.82
SPY
US Large Cap
0.73
0.78
0.79
IJR
US Small Cap
0.81
0.79
0.77
VNQ
US REITs
0.71
0.62
0.56
QQQ
US Technology
0.78
0.85
0.85
PFF
Preferred Stocks
0.46
0.63
0.60
EFA
EAFE Stocks
0.60
0.68
0.70
VT
World All Countries
0.73
0.79
0.81
EEM
Emerging Markets
0.70
0.68
0.67
VGK
Europe
0.57
0.66
0.68
VPL
Pacific
0.70
0.72
0.72
FLLA
Latin America
0.77
0.53
0.45
BND
US Total Bond Market
0.49
0.46
0.35
TLT
Long Term Treasuries
0.60
0.23
0.11
BIL
US Cash
0.15
-0.10
-0.08
TIP
TIPS
0.39
0.51
0.42
LQD
Invest. Grade Bonds
0.56
0.56
0.49
HYG
High Yield Bonds
0.61
0.66
0.66
CWB
US Convertible Bonds
0.91
0.89
0.88
BNDX
International Bonds
0.53
0.47
0.36
EMB
Emerg. Market Bonds
0.70
0.60
0.54
GLD
Gold
-0.04
0.19
0.09
DBC
Commodities
-0.06
0.29
0.29

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.

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 October 2014 - 31 January 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
-52.62% Feb 2021 Dec 2022 23 in progress 13 36 32.69
-16.84% Mar 2019 May 2019 3 Dec 2019 7 10 7.51
-14.04% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.35
-5.12% Sep 2020 Sep 2020 1 Nov 2020 2 3 3.43
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 12 5.1 Months 19.67%
 
DD = 0% 19.67%
 
0% < DD <= -5% 12 5.1 Months 19.67%
 
DD <= -5% 39.34%
 
-5% < DD <= -10% 6 10.2 Months 9.84%
 
DD <= -10% 49.18%
 
-10% < DD <= -15% 5 12.2 Months 8.20%
 
DD <= -15% 57.38%
 
-15% < DD <= -20% 1 61.0 Months 1.64%
 
DD <= -20% 59.02%
 
-20% < DD <= -25% 3 20.3 Months 4.92%
 
DD <= -25% 63.93%
 
-25% < DD <= -30% 0 - 0.00%
 
DD <= -30% 63.93%
 
-30% < DD <= -35% 4 15.3 Months 6.56%
 
DD <= -35% 70.49%
 
-35% < DD <= -40% 7 8.7 Months 11.48%
 
DD <= -40% 81.97%
 
-40% < DD <= -45% 5 12.2 Months 8.20%
 
DD <= -45% 90.16%
 
-45% < DD <= -50% 5 12.2 Months 8.20%
 
DD <= -50% 98.36%
 
-50% < DD <= -55% 1 61.0 Months 1.64%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
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
-58.38% Feb 2021 Dec 2022 23 in progress 13 36 38.82
-17.48% Mar 2019 May 2019 3 Dec 2019 7 10 8.19
-13.78% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.25
-5.34% Sep 2020 Sep 2020 1 Nov 2020 2 3 3.61
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 12 5.1 Months 19.67%
 
DD = 0% 19.67%
 
0% < DD <= -5% 8 7.6 Months 13.11%
 
DD <= -5% 32.79%
 
-5% < DD <= -10% 8 7.6 Months 13.11%
 
DD <= -10% 45.90%
 
-10% < DD <= -15% 6 10.2 Months 9.84%
 
DD <= -15% 55.74%
 
-15% < DD <= -20% 2 30.5 Months 3.28%
 
DD <= -20% 59.02%
 
-20% < DD <= -25% 0 - 0.00%
 
DD <= -25% 59.02%
 
-25% < DD <= -30% 3 20.3 Months 4.92%
 
DD <= -30% 63.93%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 63.93%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 63.93%
 
-40% < DD <= -45% 7 8.7 Months 11.48%
 
DD <= -45% 75.41%
 
-45% < DD <= -50% 6 10.2 Months 9.84%
 
DD <= -50% 85.25%
 
-50% < DD <= -55% 8 7.6 Months 13.11%
 
DD <= -55% 98.36%
 
-55% < DD <= -60% 1 61.0 Months 1.64%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
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
-52.62% Feb 2021 Dec 2022 23 in progress 13 36 32.69
-20.60% Dec 2014 Jan 2016 14 Jul 2016 6 20 8.07
-18.72% Sep 2018 May 2019 9 Dec 2019 7 16 9.66
-14.04% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.35
-9.70% Feb 2018 Apr 2018 3 Aug 2018 4 7 5.59
-7.06% Oct 2016 Oct 2016 1 Jan 2017 3 4 3.65
-5.12% Sep 2020 Sep 2020 1 Nov 2020 2 3 3.43
-2.02% Jun 2017 Jun 2017 1 Jul 2017 1 2 1.17
-1.78% Dec 2017 Dec 2017 1 Jan 2018 1 2 1.03
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 28 4.0 Months 24.78%
 
DD = 0% 24.78%
 
0% < DD <= -5% 28 4.0 Months 24.78%
 
DD <= -5% 49.56%
 
-5% < DD <= -10% 20 5.7 Months 17.70%
 
DD <= -10% 67.26%
 
-10% < DD <= -15% 7 16.1 Months 6.19%
 
DD <= -15% 73.45%
 
-15% < DD <= -20% 4 28.3 Months 3.54%
 
DD <= -20% 76.99%
 
-20% < DD <= -25% 4 28.3 Months 3.54%
 
DD <= -25% 80.53%
 
-25% < DD <= -30% 0 - 0.00%
 
DD <= -30% 80.53%
 
-30% < DD <= -35% 4 28.3 Months 3.54%
 
DD <= -35% 84.07%
 
-35% < DD <= -40% 7 16.1 Months 6.19%
 
DD <= -40% 90.27%
 
-40% < DD <= -45% 5 22.6 Months 4.42%
 
DD <= -45% 94.69%
 
-45% < DD <= -50% 5 22.6 Months 4.42%
 
DD <= -50% 99.12%
 
-50% < DD <= -55% 1 113.0 Months 0.88%
 
DD <= -55% 100.00%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
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
-58.38% Feb 2021 Dec 2022 23 in progress 13 36 38.82
-21.03% Mar 2015 Jan 2016 11 Jul 2016 6 17 8.98
-19.88% Sep 2018 May 2019 9 Dec 2019 7 16 10.52
-13.78% Feb 2020 Mar 2020 2 Apr 2020 1 3 7.25
-10.19% Feb 2018 Apr 2018 3 Aug 2018 4 7 6.02
-7.28% Oct 2016 Oct 2016 1 Jan 2017 3 4 3.87
-5.85% Dec 2014 Jan 2015 2 Feb 2015 1 3 3.20
-5.34% Sep 2020 Sep 2020 1 Nov 2020 2 3 3.61
-2.08% Jun 2017 Jun 2017 1 Jul 2017 1 2 1.20
-1.99% Dec 2017 Dec 2017 1 Jan 2018 1 2 1.15
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 29 3.9 Months 25.66%
 
DD = 0% 25.66%
 
0% < DD <= -5% 20 5.7 Months 17.70%
 
DD <= -5% 43.36%
 
-5% < DD <= -10% 23 4.9 Months 20.35%
 
DD <= -10% 63.72%
 
-10% < DD <= -15% 10 11.3 Months 8.85%
 
DD <= -15% 72.57%
 
-15% < DD <= -20% 5 22.6 Months 4.42%
 
DD <= -20% 76.99%
 
-20% < DD <= -25% 1 113.0 Months 0.88%
 
DD <= -25% 77.88%
 
-25% < DD <= -30% 3 37.7 Months 2.65%
 
DD <= -30% 80.53%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 80.53%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 80.53%
 
-40% < DD <= -45% 7 16.1 Months 6.19%
 
DD <= -45% 86.73%
 
-45% < DD <= -50% 6 18.8 Months 5.31%
 
DD <= -50% 92.04%
 
-50% < DD <= -55% 8 14.1 Months 7.08%
 
DD <= -55% 99.12%
 
-55% < DD <= -60% 1 113.0 Months 0.88%
 
DD <= -60% 100.00%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 100.00%
 
-65% < DD <= -70% 0 - 0.00%
 
DD <= -70% 100.00%
 
-70% < DD <= -100% 0 - 0.00%
 
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.

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 October 2014 - 31 January 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 -46.75 01/2022
12/2022
0.53$ -32.47 0.67$ 12.54 1.12$ 83.83 1.83$ 155.37 04/2020
03/2021
2.55$ 7.99 36.73%
2Y -26.39 01/2021
12/2022
0.54$ -22.29 0.60$ 3.75 1.07$ 57.60 2.48$ 67.30 06/2019
05/2021
2.79$ -10.79 48.65%
3Y -15.38 02/2021
01/2024
0.60$ -6.11 0.82$ 10.21 1.33$ 19.92 1.72$ 26.44 04/2019
03/2022
2.02$ -15.38 24.00%
5Y 9.91 02/2019
01/2024
1.60$ 9.91 1.60$ 9.91 1.60$ 9.91 1.60$ 9.91 02/2019
01/2024
1.60$ 9.91 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 -49.96 01/2022
12/2022
0.50$ -37.78 0.62$ 9.21 1.09$ 78.59 1.78$ 148.85 04/2020
03/2021
2.48$ 4.74 40.82%
2Y -31.07 01/2021
12/2022
0.47$ -27.19 0.53$ -3.16 0.93$ 53.75 2.36$ 63.15 06/2019
05/2021
2.66$ -14.82 54.05%
3Y -19.91 02/2021
01/2024
0.51$ -11.19 0.70$ 4.95 1.15$ 14.35 1.49$ 21.69 02/2019
01/2022
1.80$ -19.91 36.00%
5Y 5.51 02/2019
01/2024
1.30$ 5.51 1.30$ 5.51 1.30$ 5.51 1.30$ 5.51 02/2019
01/2024
1.30$ 5.51 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 -46.75 01/2022
12/2022
0.53$ -18.75 0.81$ 10.87 1.10$ 55.16 1.55$ 155.37 04/2020
03/2021
2.55$ 7.99 35.64%
2Y -26.39 01/2021
12/2022
0.54$ -14.51 0.73$ 18.51 1.40$ 45.78 2.12$ 67.30 06/2019
05/2021
2.79$ -10.79 20.22%
3Y -15.38 02/2021
01/2024
0.60$ 8.59 1.28$ 19.92 1.72$ 31.02 2.24$ 39.46 11/2018
10/2021
2.71$ -15.38 7.79%
5Y 5.43 01/2018
12/2022
1.30$ 8.67 1.51$ 15.08 2.01$ 33.19 4.19$ 41.73 02/2016
01/2021
5.71$ 9.91 0.00%
7Y 12.43 01/2016
12/2022
2.27$ 13.93 2.49$ 16.51 2.91$ 20.59 3.70$ 23.96 11/2014
10/2021
4.49$ 13.21 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 -49.96 01/2022
12/2022
0.50$ -25.15 0.74$ 9.03 1.09$ 52.57 1.52$ 148.85 04/2020
03/2021
2.48$ 4.74 38.61%
2Y -31.07 01/2021
12/2022
0.47$ -19.22 0.65$ 16.03 1.34$ 43.44 2.05$ 63.15 06/2019
05/2021
2.66$ -14.82 24.72%
3Y -19.91 02/2021
01/2024
0.51$ 3.34 1.10$ 17.50 1.62$ 27.46 2.07$ 35.69 05/2018
04/2021
2.49$ -19.91 11.69%
5Y 1.56 01/2018
12/2022
1.08$ 4.57 1.25$ 12.50 1.80$ 29.93 3.70$ 38.94 02/2016
01/2021
5.17$ 5.51 0.00%
7Y 8.82 01/2016
12/2022
1.80$ 10.05 1.95$ 13.13 2.37$ 17.45 3.08$ 21.29 11/2014
10/2021
3.86$ 9.40 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 ARK Autonomous Technology & Robotics ETF (ARKQ) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in ARK Autonomous Technology & Robotics ETF (ARKQ) ETF?

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
2.63
60%
0.42
60%
-2.33
40%
-0.88
40%
-0.07
40%
6.41
80%
4.01
60%
0.00
40%
-5.98
20%
1.42
80%
6.26
60%
2.39
60%
Best 18.4
2023
6.1
2019
2.5
2023
19.0
2020
13.7
2020
15.1
2019
11.9
2022
14.6
2020
1.3
2019
8.6
2021
19.1
2020
12.0
2020
Worst -14.4
2022
-4.4
2020
-10.1
2020
-16.3
2022
-15.2
2019
-8.2
2022
-5.8
2021
-7.3
2022
-13.3
2022
-10.4
2023
-3.1
2021
-10.5
2022
Monthly Seasonality over the period Nov 2014 - Jan 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
2.17
60%
1.23
67%
-0.26
44%
0.10
33%
1.84
67%
3.29
56%
3.67
67%
0.56
56%
-3.12
33%
0.56
70%
4.52
80%
-0.14
40%
Best 18.4
2023
6.8
2015
12.8
2016
19.0
2020
13.7
2020
15.1
2019
11.9
2022
14.6
2020
5.8
2016
9.1
2015
19.1
2020
12.0
2020
Worst -16.2
2016
-4.4
2020
-10.1
2020
-16.3
2022
-15.2
2019
-8.2
2022
-5.8
2021
-7.3
2022
-13.3
2022
-10.4
2023
-3.1
2021
-10.5
2022
Monthly Seasonality over the period Nov 2014 - Jan 2024

Monthly Returns

This section provides a visual/tabular representation of the performance variability in the ARK Autonomous Technology & Robotics ETF (ARKQ) ETF over time. It illustrates the distribution of monthly returns, showcasing the range and frequency of positive and negative returns.

ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF (ARKQ) ETF
Monthly Returns Distribution
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 October 2014 - 31 January 2024 (~9 years)
32 Positive Months (53%) - 28 Negative Months (47%)
63 Positive Months (56%) - 49 Negative Months (44%)
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(Scroll down to see all data)
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