ARK Innovation ETF (ARKK): Historical Returns

Data Source: from November 2014 to January 2024 (~9 years)
Consolidated Returns as of 31 January 2024
Live Update: Feb 23 2024
Category: Stocks
ARK Innovation ETF (ARKK) ETF
ETF • LIVE PERFORMANCE (USD currency)
0.14%
1 Day
Feb 23 2024
6.61%
Current Month
February 2024

In the last 5 Years, the ARK Innovation ETF (ARKK) ETF obtained a 1.82% compound annual return, with a 43.74% standard deviation.

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The ETF is related to the following investment themes:

  • Asset Class: Equity
  • Size: Multi Cap
  • Style: Growth
  • Region: North America
  • Country: U.S.
  • Sector: Technology
  • Industry: Broad Technology

The ARK Innovation ETF (ARKK) ETF is part of the following Lazy Portfolios:

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

Investment Returns as of Jan 31, 2024

The ARK Innovation ETF (ARKK) ETF guaranteed the following returns.

Returns are calculated in USD, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ARK INNOVATION ETF (ARKK) ETF
Consolidated returns as of 31 January 2024
Live Update: Feb 23 2024
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 Innovation ETF (ARKK) ETF -0.14 6.61 -13.29 -9.24 14.67 1.82 10.27
US Inflation Adjusted return -13.55 -10.72 11.22 -2.25 7.15
Returns over 1 year are annualized | Available data source: since Nov 2014
(*) Eastern Time (ET - America/New York)
US Inflation is updated to Jan 2024. Current inflation (annualized) is 1Y: 3.11% , 5Y: 4.16%

In 2023, the ARK Innovation ETF (ARKK) ETF granted a 1.17% dividend yield. If you are interested in getting periodic income, please refer to the ARK Innovation ETF (ARKK) ETF: Dividend Yield page.

Capital Growth as of Jan 31, 2024

An investment of 1$, since February 2019, now would be worth 1.09$, with a total return of 9.42% (1.82% annualized).

The Inflation Adjusted Capital now would be 0.89$, with a net total return of -10.76% (-2.25% annualized).
An investment of 1$, since November 2014, now would be worth 2.47$, with a total return of 147.03% (10.27% annualized).

The Inflation Adjusted Capital now would be 1.89$, with a net total return of 89.39% (7.15% annualized).

Investment Metrics as of Jan 31, 2024

Metrics of ARK Innovation ETF (ARKK) ETF, updated as of 31 January 2024.

Metrics are calculated based on monthly returns, assuming:
  • no fees or capital gain taxes.
  • the reinvestment of dividends.
  • the actual US Inflation rates.
ARK INNOVATION ETF (ARKK) ETF
Advanced Metrics
Data Source: 1 November 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 (%) -13.29 29.45 -9.24 14.67 -30.48 1.82 10.27
Infl. Adjusted Return (%) details -13.55 28.55 -10.72 11.22 -34.21 -2.25 7.15
US Inflation (%) 0.31 0.70 1.66 3.11 5.66 4.16 2.91
Returns / Inflation rates over 1 year are annualized.
DRAWDOWN
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Deepest Drawdown Depth (%) -29.89 -77.08 -77.08 -77.08
Start to Recovery (# months) details 5 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) 2 13 13 13
End (yyyy mm) 2023 12 - - -
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) 2 13 13 13
End (yyyy mm) 2023 12 - - -
Longest negative period (# months) details 9 36* 57 69
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2018 02
Period End (yyyy mm) 2023 10 2024 01 2023 10 2023 10
Annualized Return (%) -14.92 -30.48 -3.48 -1.61
Drawdowns / Negative periods marked with * are in progress
Deepest Drawdown Depth (%) -30.55 -79.86 -79.86 -79.86
Start to Recovery (# months) details 5 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) 2 13 13 13
End (yyyy mm) 2023 12 - - -
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) 2 13 13 13
End (yyyy mm) 2023 12 - - -
Longest negative period (# months) details 9 36* 60* 74
Period Start (yyyy mm) 2023 02 2021 02 2019 02 2017 09
Period End (yyyy mm) 2023 10 2024 01 2024 01 2023 10
Annualized Return (%) -17.56 -34.21 -2.25 -1.90
Drawdowns / Negative periods marked with * are in progress
RISK INDICATORS
1Y 3Y 5Y MAX
Standard Deviation (%) 47.49 44.37 43.74 35.94
Sharpe Ratio 0.20 -0.74 0.00 0.17
Sortino Ratio 0.31 -1.20 0.00 0.25
Ulcer Index 11.95 56.03 43.78 32.70
Ratio: Return / Standard Deviation 0.31 -0.69 0.04 0.29
Ratio: Return / Deepest Drawdown 0.49 -0.40 0.02 0.13
% Positive Months details 50% 36% 50% 57%
Positive Months 6 13 30 64
Negative Months 6 23 30 47
ROLLING PERIODS
Inflation Adjusted:
Inflation Adjusted:
1Y 3Y 5Y MAX
Over the latest 5Y
Best Rolling Return (%) - Annualized 177.10 21.70 1.82
Worst Rolling Return (%) - Annualized -69.25 -30.48
% Positive Periods 57% 19% 100%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.88 11.90 23.50
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 170.02 17.26 -2.25
Worst Rolling Return (%) - Annualized -71.79 -34.21
% Positive Periods 57% 12% 0%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.88 11.90 23.50
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Over all the available data source (Nov 2014 - Jan 2024)
Best Rolling Return (%) - Annualized 177.10 52.34 54.34
Worst Rolling Return (%) - Annualized -69.25 -30.48 -2.48
% Positive Periods 65% 73% 88%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.88 11.90 21.30
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - -
WR calculated based on initial capital | Monthly withdrawals adjusted for inflation | Credits: BestRetirementPortfolio.com
Best Rolling Return (%) - Annualized 170.02 49.53 51.30
Worst Rolling Return (%) - Annualized -71.79 -34.21 -6.23
% Positive Periods 65% 71% 69%
SWR - Safe Withdrawal Rate (%) - 100% Success - Annualized 44.88 11.90 21.30
PWR - Perpetual Withdrawal Rate (%) - 100% Success - Annualized - - -
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 Innovation ETF (ARKK) ETF vs the main Asset Classes, over different timeframes. Columns are sortable (click on table header to sort).

ARK INNOVATION ETF (ARKK) ETF
Monthly correlations as of 31 January 2024
Swipe left to see all data
Correlation vs ARKK
Asset Class 1 Year 5 Years Since
Nov 2014
VTI
US Total Stock Market
0.79
0.76
0.76
SPY
US Large Cap
0.75
0.73
0.72
IJR
US Small Cap
0.78
0.72
0.69
VNQ
US REITs
0.77
0.60
0.55
QQQ
US Technology
0.80
0.82
0.81
PFF
Preferred Stocks
0.57
0.65
0.62
EFA
EAFE Stocks
0.66
0.63
0.63
VT
World All Countries
0.78
0.74
0.74
EEM
Emerging Markets
0.78
0.66
0.62
VGK
Europe
0.65
0.61
0.61
VPL
Pacific
0.75
0.67
0.66
FLLA
Latin America
0.80
0.49
0.40
BND
US Total Bond Market
0.60
0.55
0.46
TLT
Long Term Treasuries
0.66
0.35
0.25
BIL
US Cash
0.09
-0.01
-0.01
TIP
TIPS
0.49
0.51
0.44
LQD
Invest. Grade Bonds
0.66
0.64
0.56
HYG
High Yield Bonds
0.67
0.64
0.62
CWB
US Convertible Bonds
0.89
0.86
0.85
BNDX
International Bonds
0.62
0.54
0.44
EMB
Emerg. Market Bonds
0.78
0.62
0.56
GLD
Gold
0.12
0.15
0.08
DBC
Commodities
-0.06
0.18
0.19

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 INNOVATION ETF (ARKK) ETF
Drawdown periods
Drawdown periods - Inflation Adjusted
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 November 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
-77.08% Feb 2021 Dec 2022 23 in progress 13 36 56.03
-16.73% Mar 2020 Mar 2020 1 Apr 2020 1 2 9.66
-13.74% May 2019 May 2019 1 Jun 2019 1 2 7.94
-11.49% Aug 2019 Sep 2019 2 Nov 2019 2 4 7.50
-4.76% Sep 2020 Oct 2020 2 Nov 2020 1 3 2.95
-0.38% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.22
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 17 3.6 Months 27.87%
 
DD = 0% 27.87%
 
0% < DD <= -5% 4 15.3 Months 6.56%
 
DD <= -5% 34.43%
 
-5% < DD <= -10% 3 20.3 Months 4.92%
 
DD <= -10% 39.34%
 
-10% < DD <= -15% 7 8.7 Months 11.48%
 
DD <= -15% 50.82%
 
-15% < DD <= -20% 3 20.3 Months 4.92%
 
DD <= -20% 55.74%
 
-20% < DD <= -25% 1 61.0 Months 1.64%
 
DD <= -25% 57.38%
 
-25% < DD <= -30% 0 - 0.00%
 
DD <= -30% 57.38%
 
-30% < DD <= -35% 1 61.0 Months 1.64%
 
DD <= -35% 59.02%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 59.02%
 
-40% < DD <= -45% 1 61.0 Months 1.64%
 
DD <= -45% 60.66%
 
-45% < DD <= -50% 1 61.0 Months 1.64%
 
DD <= -50% 62.30%
 
-50% < DD <= -55% 1 61.0 Months 1.64%
 
DD <= -55% 63.93%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 63.93%
 
-60% < DD <= -65% 2 30.5 Months 3.28%
 
DD <= -65% 67.21%
 
-65% < DD <= -70% 8 7.6 Months 13.11%
 
DD <= -70% 80.33%
 
-70% < DD <= -100% 12 5.1 Months 19.67%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-79.86% Feb 2021 Dec 2022 23 in progress 13 36 59.44
-16.38% Mar 2020 Mar 2020 1 Apr 2020 1 2 9.45
-13.77% May 2019 May 2019 1 Jun 2019 1 2 7.95
-11.71% Aug 2019 Sep 2019 2 Nov 2019 2 4 7.70
-5.09% Sep 2020 Oct 2020 2 Nov 2020 1 3 3.15
-0.67% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.39
-0.01% Mar 2019 Mar 2019 1 Apr 2019 1 2 0.01
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 16 3.8 Months 26.23%
 
DD = 0% 26.23%
 
0% < DD <= -5% 3 20.3 Months 4.92%
 
DD <= -5% 31.15%
 
-5% < DD <= -10% 5 12.2 Months 8.20%
 
DD <= -10% 39.34%
 
-10% < DD <= -15% 5 12.2 Months 8.20%
 
DD <= -15% 47.54%
 
-15% < DD <= -20% 3 20.3 Months 4.92%
 
DD <= -20% 52.46%
 
-20% < DD <= -25% 2 30.5 Months 3.28%
 
DD <= -25% 55.74%
 
-25% < DD <= -30% 1 61.0 Months 1.64%
 
DD <= -30% 57.38%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 57.38%
 
-35% < DD <= -40% 1 61.0 Months 1.64%
 
DD <= -40% 59.02%
 
-40% < DD <= -45% 0 - 0.00%
 
DD <= -45% 59.02%
 
-45% < DD <= -50% 1 61.0 Months 1.64%
 
DD <= -50% 60.66%
 
-50% < DD <= -55% 1 61.0 Months 1.64%
 
DD <= -55% 62.30%
 
-55% < DD <= -60% 1 61.0 Months 1.64%
 
DD <= -60% 63.93%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 63.93%
 
-65% < DD <= -70% 3 20.3 Months 4.92%
 
DD <= -70% 68.85%
 
-70% < DD <= -100% 19 3.2 Months 31.15%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-77.08% Feb 2021 Dec 2022 23 in progress 13 36 56.03
-22.77% Sep 2018 Dec 2018 4 Jul 2019 7 11 10.13
-20.76% Jun 2015 Jan 2016 8 Sep 2016 8 16 9.19
-16.73% Mar 2020 Mar 2020 1 Apr 2020 1 2 9.66
-11.49% Aug 2019 Sep 2019 2 Nov 2019 2 4 7.50
-10.20% Oct 2016 Oct 2016 1 Feb 2017 4 5 6.87
-5.26% Feb 2018 Mar 2018 2 May 2018 2 4 3.33
-4.76% Sep 2020 Oct 2020 2 Nov 2020 1 3 2.95
-3.14% Mar 2015 Mar 2015 1 May 2015 2 3 2.03
-2.09% Dec 2014 Dec 2014 1 Feb 2015 2 3 1.35
-0.96% Jul 2018 Jul 2018 1 Aug 2018 1 2 0.55
-0.38% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.22
Swipe left to see all data
Drawdown (DD)
Occurrencies (EOM)
Drawdown (DD)
Range #Num Every (Avg) Frequency Cumulative Frequency
All Time High (DD=0%) 32 3.5 Months 28.57%
 
DD = 0% 28.57%
 
0% < DD <= -5% 22 5.1 Months 19.64%
 
DD <= -5% 48.21%
 
-5% < DD <= -10% 12 9.3 Months 10.71%
 
DD <= -10% 58.93%
 
-10% < DD <= -15% 12 9.3 Months 10.71%
 
DD <= -15% 69.64%
 
-15% < DD <= -20% 5 22.4 Months 4.46%
 
DD <= -20% 74.11%
 
-20% < DD <= -25% 3 37.3 Months 2.68%
 
DD <= -25% 76.79%
 
-25% < DD <= -30% 0 - 0.00%
 
DD <= -30% 76.79%
 
-30% < DD <= -35% 1 112.0 Months 0.89%
 
DD <= -35% 77.68%
 
-35% < DD <= -40% 0 - 0.00%
 
DD <= -40% 77.68%
 
-40% < DD <= -45% 1 112.0 Months 0.89%
 
DD <= -45% 78.57%
 
-45% < DD <= -50% 1 112.0 Months 0.89%
 
DD <= -50% 79.46%
 
-50% < DD <= -55% 1 112.0 Months 0.89%
 
DD <= -55% 80.36%
 
-55% < DD <= -60% 0 - 0.00%
 
DD <= -60% 80.36%
 
-60% < DD <= -65% 2 56.0 Months 1.79%
 
DD <= -65% 82.14%
 
-65% < DD <= -70% 8 14.0 Months 7.14%
 
DD <= -70% 89.29%
 
-70% < DD <= -100% 12 9.3 Months 10.71%
 
DD <= -100% 100.00%
 
Swipe left to see all data
Drawdown period
Recovery period
Total
Drawdown Start Bottom #Months End #Months #Months Ulcer Index
-79.86% Feb 2021 Dec 2022 23 in progress 13 36 59.44
-23.11% Sep 2018 Dec 2018 4 Nov 2019 11 15 10.27
-21.22% Mar 2015 Jan 2016 11 Sep 2016 8 19 9.05
-16.38% Mar 2020 Mar 2020 1 Apr 2020 1 2 9.45
-10.41% Oct 2016 Oct 2016 1 Feb 2017 4 5 7.15
-5.73% Feb 2018 Apr 2018 3 May 2018 1 4 3.59
-5.09% Sep 2020 Oct 2020 2 Nov 2020 1 3 3.15
-1.79% Dec 2014 Dec 2014 1 Feb 2015 2 3 0.97
-1.03% Jul 2018 Jul 2018 1 Aug 2018 1 2 0.60
-0.67% Dec 2019 Dec 2019 1 Jan 2020 1 2 0.39
-0.08% Sep 2017 Sep 2017 1 Oct 2017 1 2 0.05
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 25.89%
 
DD = 0% 25.89%
 
0% < DD <= -5% 23 4.9 Months 20.54%
 
DD <= -5% 46.43%
 
-5% < DD <= -10% 10 11.2 Months 8.93%
 
DD <= -10% 55.36%
 
-10% < DD <= -15% 14 8.0 Months 12.50%
 
DD <= -15% 67.86%
 
-15% < DD <= -20% 5 22.4 Months 4.46%
 
DD <= -20% 72.32%
 
-20% < DD <= -25% 4 28.0 Months 3.57%
 
DD <= -25% 75.89%
 
-25% < DD <= -30% 1 112.0 Months 0.89%
 
DD <= -30% 76.79%
 
-30% < DD <= -35% 0 - 0.00%
 
DD <= -35% 76.79%
 
-35% < DD <= -40% 1 112.0 Months 0.89%
 
DD <= -40% 77.68%
 
-40% < DD <= -45% 0 - 0.00%
 
DD <= -45% 77.68%
 
-45% < DD <= -50% 1 112.0 Months 0.89%
 
DD <= -50% 78.57%
 
-50% < DD <= -55% 1 112.0 Months 0.89%
 
DD <= -55% 79.46%
 
-55% < DD <= -60% 1 112.0 Months 0.89%
 
DD <= -60% 80.36%
 
-60% < DD <= -65% 0 - 0.00%
 
DD <= -65% 80.36%
 
-65% < DD <= -70% 3 37.3 Months 2.68%
 
DD <= -70% 83.04%
 
-70% < DD <= -100% 19 5.9 Months 16.96%
 
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 INNOVATION ETF (ARKK) ETF
Annualized Rolling Returns
Annualized Rolling Returns - Inflation Adjusted
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 November 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 -69.25 07/2021
06/2022
0.30$ -62.08 0.37$ 11.79 1.11$ 115.30 2.15$ 177.10 04/2020
03/2021
2.77$ 14.67 42.86%
2Y -49.70 01/2021
12/2022
0.25$ -41.77 0.33$ -24.14 0.57$ 62.15 2.62$ 80.48 02/2019
01/2021
3.25$ -22.09 59.46%
3Y -30.48 02/2021
01/2024
0.33$ -24.66 0.42$ -8.40 0.76$ 0.89 1.02$ 21.70 02/2019
01/2022
1.80$ -30.48 80.00%
5Y 1.82 02/2019
01/2024
1.09$ 1.82 1.09$ 1.82 1.09$ 1.82 1.09$ 1.82 02/2019
01/2024
1.09$ 1.82 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 -71.79 07/2021
06/2022
0.28$ -65.03 0.34$ 8.25 1.08$ 112.39 2.12$ 170.02 04/2020
03/2021
2.70$ 11.22 42.86%
2Y -52.90 01/2021
12/2022
0.22$ -45.44 0.29$ -28.74 0.50$ 58.55 2.51$ 77.02 02/2019
01/2021
3.13$ -25.60 59.46%
3Y -34.21 02/2021
01/2024
0.28$ -28.67 0.36$ -12.90 0.66$ -3.18 0.90$ 17.26 02/2019
01/2022
1.61$ -34.21 88.00%
5Y -2.25 02/2019
01/2024
0.89$ -2.25 0.89$ -2.25 0.89$ -2.25 0.89$ -2.25 02/2019
01/2024
0.89$ -2.25 100.00%
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 -69.25 07/2021
06/2022
0.30$ -39.15 0.60$ 17.09 1.17$ 78.29 1.78$ 177.10 04/2020
03/2021
2.77$ 14.67 34.00%
2Y -49.70 01/2021
12/2022
0.25$ -34.89 0.42$ 22.34 1.49$ 56.28 2.44$ 84.80 01/2019
12/2020
3.41$ -22.09 27.27%
3Y -30.48 02/2021
01/2024
0.33$ -12.70 0.66$ 29.49 2.17$ 41.55 2.83$ 52.34 01/2018
12/2020
3.53$ -30.48 26.32%
5Y -2.48 11/2018
10/2023
0.88$ 0.56 1.02$ 21.39 2.63$ 44.12 6.21$ 54.34 02/2016
01/2021
8.75$ 1.82 11.54%
7Y 7.34 01/2016
12/2022
1.64$ 9.96 1.94$ 12.57 2.29$ 20.09 3.60$ 30.62 11/2014
10/2021
6.48$ 12.13 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 -71.79 07/2021
06/2022
0.28$ -42.01 0.57$ 14.69 1.14$ 72.86 1.72$ 170.02 04/2020
03/2021
2.70$ 11.22 34.00%
2Y -52.90 01/2021
12/2022
0.22$ -38.55 0.37$ 19.69 1.43$ 52.79 2.33$ 81.51 01/2019
12/2020
3.29$ -25.60 28.41%
3Y -34.21 02/2021
01/2024
0.28$ -17.46 0.56$ 26.95 2.04$ 38.68 2.66$ 49.53 01/2018
12/2020
3.34$ -34.21 28.95%
5Y -6.23 11/2018
10/2023
0.72$ -3.16 0.85$ 19.19 2.40$ 40.56 5.48$ 51.30 02/2016
01/2021
7.92$ -2.25 30.77%
7Y 3.90 01/2016
12/2022
1.30$ 6.45 1.54$ 9.16 1.84$ 16.88 2.97$ 27.82 11/2014
10/2021
5.57$ 8.36 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 Innovation ETF (ARKK) ETF: Rolling Returns page.

Seasonality

In which months is it better to invest in ARK Innovation ETF (ARKK) 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
1.63
60%
-0.47
40%
-5.69
40%
-2.48
60%
-0.22
40%
9.49
80%
6.58
80%
-1.74
40%
-6.92
0%
0.28
60%
10.86
60%
-0.12
40%
Best 27.8
2023
8.2
2019
1.8
2023
25.8
2020
13.5
2020
17.8
2019
14.3
2023
18.6
2020
-3.2
2019
9.7
2021
31.4
2023
13.6
2023
Worst -20.3
2022
-6.6
2022
-16.7
2020
-28.9
2022
-13.7
2019
-9.5
2022
-8.2
2021
-13.3
2023
-9.9
2022
-11.6
2023
-12.9
2021
-16.6
2022
Monthly Seasonality over the period Dec 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
2.75
70%
1.11
56%
-2.29
44%
-0.89
67%
3.23
67%
5.65
67%
4.64
78%
1.30
56%
-4.21
22%
-1.04
56%
7.20
80%
-1.70
30%
Best 27.8
2023
8.2
2019
11.9
2016
25.8
2020
13.5
2020
17.8
2019
14.3
2023
18.6
2020
7.6
2016
9.7
2021
31.4
2023
13.6
2023
Worst -20.3
2022
-6.6
2022
-16.7
2020
-28.9
2022
-13.7
2019
-9.5
2022
-8.2
2021
-13.3
2023
-9.9
2022
-11.6
2023
-12.9
2021
-16.6
2022
Monthly Seasonality over the period Dec 2014 - Jan 2024

Monthly Returns

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

ARK INNOVATION ETF (ARKK) ETF
Monthly Returns Distribution
Data Source: 1 February 2019 - 31 January 2024 (5 Years)
Data Source: 1 November 2014 - 31 January 2024 (~9 years)
30 Positive Months (50%) - 30 Negative Months (50%)
64 Positive Months (58%) - 47 Negative Months (42%)
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