Tab sis pawg xov xwm phem tau loj tuaj. Morningstar kev nqis peev kev tshawb fawb tau txo qis ETF mus rau qhov tsis zoo los ntawm nruab nrab hnub Thursday, hais txog cov teeb meem tseem ceeb ntsig txog kev nqis peev tuam txhab ARK txoj kev tswj hwm kev pheej hmoo.
Nws yog ib tug stark poob los ntawm txoj kev tshav ntuj.
Hauv nws thawj plaub xyoos ntawm kev muaj sia nyob, ARK Innovation ETF (ticker: ARKK) muaj ib lub xyoo zoo tshaj plaws-hauv 2017-tab sis txwv tsis pub nws qhov kev ua tau zoo tsis tau sib nrauj tag nrho los ntawm kev lag luam dav thiab cov
S&P 500
Performance index.
Nws tag nrho cov hloov pauv hauv 2020, thaum cov khoom xa rov qab xav tsis thoob: 150% rau ARK Innovation, piv nrog 16% nce rau S&P 500. Qhov kev vam meej ntawd tau ua rau Cathie Wood lub koob npe nrov rau hauv kev lag luam nyiaj txiag, muab nws txoj hauv kev zoo. nqa profiles los ntawm Sijhawm thiab kev sib piv rau Warren Buffett.
Rau qhov ntawd, cov tub ua lag luam tuaj yeem ua tsaug ntau rau cov thawj koom ruam ntawm hom kev loj hlob ntawm cov khoom lag luam loj - zoo li Tesla (TSLA) - uas tau nthuav tawm hauv qhov rov qab los ntawm qhov tob ntawm Covid-19 kev muag khoom thoob ntiaj teb. Qhov ntawd zoo li nws tau txais.
Thaum xyoo tas los tau zoo heev rau lub khw lag luam, nrog rau S&P 500 taug kev 27% siab dua, tib yam tsis tuaj yeem hais rau ARK Innovation. Wood tus thawj coj ETF poob 24% hauv 2021, ranked nws 1,471st tawm ntawm ib pab pawg neeg ntawm 1,503 nquag-tswj ETFs hauv Teb Chaws Asmeskas, los ntawm Barron tus suav.
Raws li tus kws tshuaj ntsuam Robby Greengold ntawm Morningstar, muaj ob peb lub laj thawj ntseeg tias kev hloov pauv yuav los. Cov peev nyiaj "pom qhia ob peb lub cim ntawm kev txhim kho nws txoj kev tswj hwm kev pheej hmoo lossis kev muaj peev xwm ua tiav txoj hauv kev nyuaj uas nws tshawb nrhiav," nws hais.
Greengold qhia txog qhov Wood tau "ua ob npaug ntawm nws txoj kev txaus ntshai" hauv kev cia siab ntawm qhov rov ua dua ntawm 2020 qhov kev ua tau zoo. Nws hais tias cov nyiaj tau nce nws txoj kev pheej hmoo los ntawm kev txiav nws cov tuav mus rau 35 los ntawm 60 tsawg dua ib xyoos dhau los, ua kom muaj kev pheej hmoo tshwj xeeb, vim nws loj hlob rau cov tuam txhab uas nws yog tus tswv lag luam loj.
Greengold tau hais tias "Lub tswv yim tau ua kom muaj kua tsawg dua thiab muaj kev cuam tshuam ntau dua rau kev poob loj," Greengold tau hais. "Too txoj kev cia siab rau nws txoj kev xav los tsim cov ntaub ntawv yog lub luag haujlwm."
Tsis tas li ntawd, Morningstar pom cov teeb meem tseem ceeb hauv cov phiaj xwm kev pheej hmoo ntawm ARK Investment Management, uas khiav ARK Innovation thiab ntau lwm yam ETFs uas thawj koom ruam ntawm kev loj hlob loj xws li biotech, robotics, thiab chaw tshawb nrhiav.
Cov pab pawg tsis muaj cov neeg ua haujlwm tswj hwm kev pheej hmoo, Greengold tau hais tias, nrog rau txoj kev npaj ua tiav tsis zoo rau Wood, uas muaj hnub nyoog 66 xyoo thiab lub tuam txhab feem ntau tus tswv nrog rau tus thawj coj ntawm ib leeg.
Morningstar tau hais tias Brett Winton, ARK tus thawj coj ntawm kev tshawb fawb, yuav ua tiav nws yog tias xav tau, tab sis nws lub xyoo caum-ntxiv ntawm kev lag luam kev paub suav nrog tsis muaj ib tus thawj tswj nyiaj txiag. Tsis tas li ntawd, ntau tus ARK cov kws tshuaj ntsuam tau tuaj thiab ploj mus, Greengold tau hais tias, thiab feem ntau ntawm cov uas tseem "tsis muaj kev paub txog kev lag luam tob."
"ARK tuaj yeem ua ntau dua los tiv thaiv kev poob qis ntawm kev nplua nuj, thiab nws txoj kev tsis saib xyuas ntawm lub ncauj lus tau ua rau ntau tus neeg ua lag luam lig," Greengold tau hais. "Nws tuaj yeem ua mob ntxiv rau yav tom ntej."
ARK Investment Management tsis teb tam sim ntawd rau qhov kev thov los ntawm Barron tus nrhiav kev tawm tswv yim ntawm Morningstar tsab ntawv ceeb toom.
Sau rau Jack Denton ntawm [email tiv thaiv]