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ARKQ: ARK Autonomous Technology & Robotics ETF (STOCK)
Basic Info 82.52 0.28(0.34%) February 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/30/2014 |
| Last Dividend Date: | 12/29/2021 |
| 12-Mo. Yield | 0.00% |
| Expenses | - |
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Performance Analytics (As of 01/31/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/30/2014 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.9 | 6.8 | 58.0 | 7.4 | 15.8 | 16.6 | 15.6 | 33.9 | 40.7 | -46.7 | 1.7 | 107.2 | 25.9 | -7.9 | 52.3 | 14.5 | -2.5 | 0.2 |
| Sharpe Ratio | NA | 2.67 | 1.82 | 0.11 | 0.42 | 0.54 | 0.51 | 1.04 | 1.45 | -1.18 | 0.06 | 2.63 | 1.06 | -0.37 | 3.24 | 0.65 | -0.15 | 0.03 |
| Draw Down(%) | NA | 7.1 | 17.1 | 44.5 | 59.9 | 59.9 | 59.9 | 17.1 | 21.6 | 49.9 | 25.6 | 36.7 | 18.7 | 23.0 | 7.1 | 24.5 | 17.8 | 7.9 |
| Standard Deviation(%) | NA | 38.0 | 27.3 | 31.6 | 33.4 | 27.8 | 27.6 | 26.2 | 25.3 | 41.0 | 28.5 | 40.5 | 23.1 | 24.8 | 16.0 | 22.1 | 17.1 | 18.7 |
| Treynor Ratio | NA | 0.44 | 0.29 | 0.02 | 0.11 | 0.12 | 0.12 | 0.16 | 0.23 | -0.33 | 0.01 | 1.12 | 0.16 | -0.07 | 0.33 | 0.14 | -0.03 | 0.01 |
| Alpha | NA | -0.02 | 0.05 | -0.02 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | -0.11 | -0.12 | 0.23 | -0.06 | 0.0 | 0.05 | 0.01 | -0.01 | -0.06 |
| Beta | NA | 2.32 | 1.72 | 1.51 | 1.23 | 1.22 | 1.21 | 1.66 | 1.58 | 1.44 | 1.54 | 0.95 | 1.52 | 1.26 | 1.58 | 1.02 | 0.82 | 0.81 |
| RSquared | NA | 0.71 | 0.68 | 0.73 | 0.65 | 0.63 | 0.63 | 0.68 | 0.71 | 0.77 | 0.55 | 0.68 | 0.7 | 0.74 | 0.49 | 0.41 | 0.53 | 0.39 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.6 | 1.5 | N/A | 0.0 | 0.0 | 0.0 | 0.8 | 1.7 | 0.0 | 2.5 | 2.3 | 0.0 | 1.0 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | -17.4 | N/A | N/A | N/A | N/A | -100.0 | -6.4 | N/A | -100.0 | 66.5 | N/A | -100.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2014
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