Consolidated Returns as of 31 March 2024
Holding the ARK Next Generation Internet ETF (ARKW) ETF, how long should you stay invested to have high probability to obtain a positive return?
Considering all the available data source (~10 years), the longest period with a negative return lasted 60 months (from January 2018 to December 2022).
This means that every rolling period of 61 months or above has always granted a positive return.
To obtain comprehensive information, please consult the ARK Next Generation Internet ETF (ARKW) 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 | +21.54% |
+183.26%
Apr 2020 - Mar 2021 |
-68.39%
Nov 2021 - Oct 2022 |
25.24%
26 out of 103 |
US Inflation Adjusted | +19.05% |
+176.03%
Apr 2020 - Mar 2021 |
-70.67%
Nov 2021 - Oct 2022 |
27.18%
28 out of 103 |
Annualized Rolling Returns - 2 Years (24 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +25.05% |
+86.96%
Jan 2019 - Dec 2020 |
-47.96%
Jan 2021 - Dec 2022 |
25.27%
23 out of 91 |
US Inflation Adjusted | +23.08% |
+83.63%
Jan 2019 - Dec 2020 |
-51.27%
Jan 2021 - Dec 2022 |
26.37%
24 out of 91 |
Annualized Rolling Returns - 3 Years (36 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +34.15% |
+53.85%
Jan 2018 - Dec 2020 |
-23.35%
Feb 2021 - Jan 2024 |
24.05%
19 out of 79 |
US Inflation Adjusted | +31.64% |
+51.02%
Jan 2018 - Dec 2020 |
-27.46%
Feb 2021 - Jan 2024 |
27.85%
22 out of 79 |
Annualized Rolling Returns - 4 Years (48 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +28.19% |
+61.61%
Jan 2017 - Dec 2020 |
-1.79%
May 2019 - Apr 2023 |
5.97%
4 out of 67 |
US Inflation Adjusted | +25.76% |
+58.54%
Jan 2017 - Dec 2020 |
-5.92%
May 2019 - Apr 2023 |
23.88%
16 out of 67 |
Annualized Rolling Returns - 5 Years (60 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +26.22% |
+57.77%
Feb 2016 - Jan 2021 |
-0.28%
Jan 2018 - Dec 2022 |
1.82%
1 out of 55 |
US Inflation Adjusted | +24.11% |
+54.66%
Feb 2016 - Jan 2021 |
-3.94%
Jan 2018 - Dec 2022 |
16.36%
9 out of 55 |
Annualized Rolling Returns - 6 Years (72 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +18.15% |
+44.96%
Feb 2015 - Jan 2021 |
+6.28%
Nov 2017 - Oct 2023 |
0.00%
0 out of 43 |
US Inflation Adjusted | +14.17% |
+42.29%
Feb 2015 - Jan 2021 |
+2.44%
Nov 2017 - Oct 2023 |
0.00%
0 out of 43 |
Annualized Rolling Returns - 7 Years (84 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.81% |
+37.38%
Nov 2014 - Oct 2021 |
+10.41%
Jan 2016 - Dec 2022 |
0.00%
0 out of 31 |
US Inflation Adjusted | +13.87% |
+34.43%
Nov 2014 - Oct 2021 |
+6.87%
Jan 2016 - Dec 2022 |
0.00%
0 out of 31 |
Annualized Rolling Returns - 8 Years (96 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +14.70% |
+22.24%
Mar 2016 - Feb 2024 |
+11.03%
Jan 2015 - Dec 2022 |
0.00%
0 out of 19 |
US Inflation Adjusted | +11.23% |
+18.18%
Mar 2016 - Feb 2024 |
+7.81%
Jan 2015 - Dec 2022 |
0.00%
0 out of 19 |
Annualized Rolling Returns - 9 Years (108 months)
Median | Best | Worst | Negative Periods | |
---|---|---|---|---|
Annualized Rolling Return | +17.22% |
+18.63%
Apr 2015 - Mar 2024 |
+13.53%
Nov 2014 - Oct 2023 |
0.00%
0 out of 7 |
US Inflation Adjusted | +13.67% |
+15.00%
Apr 2015 - Mar 2024 |
+10.31%
Nov 2014 - Oct 2023 |
0.00%
0 out of 7 |
To obtain comprehensive information, please consult the ARK Next Generation Internet ETF (ARKW) ETF: Historical Returns page.