Consolidated Returns as of 31 March 2024
Holding the ARK Innovation ETF (ARKK) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~9 years), the longest period with a negative return lasted 69 months (from February 2018 to October 2023).
This means that every rolling period of 70 months or above has always granted a positive return.
To obtain comprehensive information, please consult the ARK Innovation ETF (ARKK) ETF: Historical Returns page.
Rolling Returns
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.
Annualized Rolling Returns - 1 Year (12 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.46% |
+177.10%
Apr 2020 - Mar 2021 |
-69.25%
Jul 2021 - Jun 2022 |
33.33%
34 out of 102 |
US Inflation Adjusted | +15.71% |
+170.02%
Apr 2020 - Mar 2021 |
-71.79%
Jul 2021 - Jun 2022 |
33.33%
34 out of 102 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +22.17% |
+84.80%
Jan 2019 - Dec 2020 |
-49.70%
Jan 2021 - Dec 2022 |
28.89%
26 out of 90 |
US Inflation Adjusted | +17.74% |
+81.51%
Jan 2019 - Dec 2020 |
-52.90%
Jan 2021 - Dec 2022 |
30.00%
27 out of 90 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +28.98% |
+52.34%
Jan 2018 - Dec 2020 |
-30.48%
Feb 2021 - Jan 2024 |
28.21%
22 out of 78 |
US Inflation Adjusted | +26.69% |
+49.53%
Jan 2018 - Dec 2020 |
-34.21%
Feb 2021 - Jan 2024 |
30.77%
24 out of 78 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +23.33% |
+60.50%
Feb 2017 - Jan 2021 |
-5.95%
May 2019 - Apr 2023 |
22.73%
15 out of 66 |
US Inflation Adjusted | +21.08% |
+57.53%
Feb 2017 - Jan 2021 |
-9.90%
May 2019 - Apr 2023 |
34.85%
23 out of 66 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +21.22% |
+54.34%
Feb 2016 - Jan 2021 |
-2.48%
Nov 2018 - Oct 2023 |
11.11%
6 out of 54 |
US Inflation Adjusted | +19.06% |
+51.30%
Feb 2016 - Jan 2021 |
-6.23%
Nov 2018 - Oct 2023 |
33.33%
18 out of 54 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.25% |
+39.61%
Feb 2015 - Jan 2021 |
+1.16%
Nov 2017 - Oct 2023 |
0.00%
0 out of 42 |
US Inflation Adjusted | +10.40% |
+37.03%
Feb 2015 - Jan 2021 |
-2.50%
Nov 2017 - Oct 2023 |
4.76%
2 out of 42 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +12.57% |
+30.62%
Nov 2014 - Oct 2021 |
+7.34%
Jan 2016 - Dec 2022 |
0.00%
0 out of 30 |
US Inflation Adjusted | +9.16% |
+27.82%
Nov 2014 - Oct 2021 |
+3.90%
Jan 2016 - Dec 2022 |
0.00%
0 out of 30 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.16% |
+15.88%
Mar 2016 - Feb 2024 |
+6.89%
Jan 2015 - Dec 2022 |
0.00%
0 out of 18 |
US Inflation Adjusted | +6.82% |
+12.02%
Mar 2016 - Feb 2024 |
+3.79%
Jan 2015 - Dec 2022 |
0.00%
0 out of 18 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +10.66% |
+12.47%
Jan 2015 - Dec 2023 |
+7.44%
Nov 2014 - Oct 2023 |
0.00%
0 out of 6 |
US Inflation Adjusted | +7.46% |
+9.18%
Jan 2015 - Dec 2023 |
+4.40%
Nov 2014 - Oct 2023 |
0.00%
0 out of 6 |
To obtain comprehensive information, please consult the ARK Innovation ETF (ARKK) ETF: Historical Returns page.