ARK Innovation ETF (ARKK): Rolling Returns

Simulation Settings
Category:
Period: November 2014 - June 2025 (~11 years)
Initial Amount: 1$
Currency: USD
Inflation: US
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When holding the ARK Innovation ETF (ARKK) ETF, how long should you stay invested to have high probability to achieve a positive return?

Over the selected period (~11 years), the longest duration with a negative return was 74 months (from September 2018 to October 2024).

This indicates that, within the same timeframe, any rolling period of 75 months or more has consistently resulted in a positive return.

Understanding this metric is crucial as it highlights the importance of a safe investment horizon. Knowing the minimum duration required to likely see positive returns helps investors set realistic expectations and reinforces the strategy of staying invested through market cycles. This approach can mitigate the emotional reactions to short-term market fluctuations and enhance the likelihood of achieving financial goals.

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.

ARK INNOVATION ETF (ARKK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Time Period: 1 July 2015 - 30 June 2025 (10 Years)
Time Period: 1 November 2014 - 30 June 2025 (~11 years)
All Data
(2014/11 - 2025/06)
US Inflation Adjusted:

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Rolling Period Analysis

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

ARK INNOVATION ETF (ARKK) ETF
Rolling Returns Chart
Rolling Returns Chart - Inflation Adjusted
Time Period: 1 November 2014 - 30 June 2025 (~11 years)
Over Time
Histogram
US Inflation Adjusted:

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Swipe left to see all data
Worst Median Best Negative Periods
-69.25%
Jul 2021 - Jun 2022
+17.46% +177.10%
Apr 2020 - Mar 2021
30.77%
36 out of 117
-71.79%
Jul 2021 - Jun 2022
+15.71% +170.02%
Apr 2020 - Mar 2021
31.62%
37 out of 117
-49.70%
Jan 2021 - Dec 2022
+19.05% +84.80%
Jan 2019 - Dec 2020
26.67%
28 out of 105
-52.90%
Jan 2021 - Dec 2022
+16.58% +81.51%
Jan 2019 - Dec 2020
28.57%
30 out of 105
-30.48%
Feb 2021 - Jan 2024
+24.44% +52.34%
Jan 2018 - Dec 2020
36.56%
34 out of 93
-34.21%
Feb 2021 - Jan 2024
+22.11% +49.53%
Jan 2018 - Dec 2020
39.78%
37 out of 93
-20.31%
Apr 2021 - Mar 2025
+16.29% +60.50%
Feb 2017 - Jan 2021
37.04%
30 out of 81
-23.97%
Apr 2021 - Mar 2025
+12.54% +57.53%
Feb 2017 - Jan 2021
46.91%
38 out of 81
-2.48%
Nov 2018 - Oct 2023
+7.87% +54.34%
Feb 2016 - Jan 2021
15.94%
11 out of 69
-6.23%
Nov 2018 - Oct 2023
+3.64% +51.30%
Feb 2016 - Jan 2021
46.38%
32 out of 69
-0.58%
Sep 2018 - Aug 2024
+10.59% +39.61%
Feb 2015 - Jan 2021
1.75%
1 out of 57
-4.19%
Sep 2018 - Aug 2024
+6.62% +37.03%
Feb 2015 - Jan 2021
21.05%
12 out of 57
+3.86%
Apr 2018 - Mar 2025
+11.98% +30.62%
Nov 2014 - Oct 2021
0.00%
0 out of 45
+0.25%
Apr 2018 - Mar 2025
+8.36% +27.82%
Nov 2014 - Oct 2021
0.00%
0 out of 45
+6.89%
Jan 2015 - Dec 2022
+11.34% +15.88%
Mar 2016 - Feb 2024
0.00%
0 out of 33
+3.79%
Jan 2015 - Dec 2022
+7.69% +12.02%
Mar 2016 - Feb 2024
0.00%
0 out of 33
+7.44%
Nov 2014 - Oct 2023
+11.51% +16.89%
Feb 2016 - Jan 2025
0.00%
0 out of 21
+4.40%
Nov 2014 - Oct 2023
+8.06% +13.12%
Feb 2016 - Jan 2025
0.00%
0 out of 21
+9.58%
Nov 2014 - Oct 2024
+11.21% +13.82%
Jul 2015 - Jun 2025
0.00%
0 out of 9
+6.45%
Apr 2015 - Mar 2025
+7.90% +10.46%
Jul 2015 - Jun 2025
0.00%
0 out of 9
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