ARKQARK Autonomous Technology & Robotics ETF

Grow my money11y track recordRanked #839 of 3,055 in this goal

Seeks long-term growth of capital.

By ARK ETF Trust · Launched 2014

Annual Cost

0.75%

#4,069 of 6,040 · expensive

Fund Size

$1.9B

#813 of 6,040 · large

Return (1Y)

+18.2%

Track Record

11 years

#1,215 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,118+11.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Focus

Robotics & Automation

Holdings

By weight

Concentration

Top 10 holdings = 52.9% of fundmoderately concentrated

TESLA INC

9.9%

TERADYNE INC

8.0%

ADVANCED MICRO DEVICES INC

6.3%

KRATOS DEFENSE & SECURITY SOLUTIONS INC

5.1%

ROCKET LAB CORP

4.8%

ALPHABET INC

4.6%

DEERE & COMPANY

4.1%

PALANTIR TECHNOLOGIES INC

3.8%

AMAZON.COM INC

3.3%

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD

3.0%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Industrials

40.2%

Technology

31.6%

Consumer Cyclical

18.6%

Communication

5.7%

Energy

1.6%

Healthcare

1.3%

Utilities

0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

35.1%High

Year-on-year price swings

Max drawdown

-59.9%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.88Decent risk-adjusted returns

Sortino (3Y)

1.30Good downside protection

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks long-term growth of capital.
Strategy: Actively manages a portfolio primarily invested in equity securities of autonomous technology and robotics companies, focusing on disruptive innovation. Investments span micro-, small-, medium-, and large-cap companies in the industrials and information technology sectors, including both developed and emerging markets.
Inception date: September 30, 2014
Fund family: ARK ETF Trust