From Oct 2014 (Inception) to Feb 2021 (Peak):

$ARKK delivered a CAGR of 37.61%, outperforming $QQQ by 16% annually & $SPY by 25% annually.

From inception to today:

ARKK CAGR: 9.75%

QQQ CAGR: 14.75%

SPY CAGR: 10.83%

YTD Performance: ARKK up 38.5%, QQQ up 37%.

If you invested $1K since ARKK's inception:

ARKK: $2154

QQQ: $3112

SPY: $233.6

ARKK took more than double the risk of S&P500.

Interestingly, the Fed balance sheet increased by 8.13% annually since ARKK's inception. Biggest increase in B/S? 2020. Best year for ARKK? 2020.

At its peak, ARKK's price-to-sales ratio was 67.

According to Morningstar data, Cathy Wood made a staggering $310M since inception. However, investors lost $27B investing with her, mainly due to chasing performance & most AUM coming in or after 2020.