ARKQARK Autonomous Technology & Robotics ETF

Grow my money11y track recordRanked #759 of 2,960 in this goal

Seeks long-term growth of capital.

By ARK ETF Trust · Launched 2014

Annual Cost

0.75%

#3,765 of 5,562 · expensive

Fund Size

$2.4B

#657 of 5,562 · large

Return (1Y)Goal

+60.9%

Track Record

11 years

#1,223 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$15,359+53.6%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Sector

Information technology

Focus

Robotics & Automation

What it actually holds

By weight

Concentration

Top 10 holdings = 57.5% of fundmoderately concentrated

Tesla Inc

10.6%

Teradyne Inc

10.4%

Kratos Defense & Security Solu

8.2%

Rocket Lab Corp

5.9%

Advanced Micro Devices Inc

4.4%

Palantir Technologies Inc

4.1%

AeroVironment Inc

3.9%

Deere & Co

3.9%

Archer Aviation Inc

3.3%

L3Harris Technologies Inc

2.9%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Industrials

38.1%

Technology

32.7%

Consumer Cyclical

16.6%

Communication

7.8%

Healthcare

2.1%

Energy

1.6%

Utilities

1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

33.7%High

Year-on-year price swings

Max drawdown

-59.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.97Decent risk-adjusted returns

Sortino (3Y)

1.44Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Invests primarily in equity securities of companies focused on industrial innovation, including energy transformation and automation. The fund actively selects companies based on thematic research and may invest in both domestic and foreign markets, including micro- to large-cap stocks.
Inception date: September 30, 2014
Fund family: ARK ETF Trust