Cov neeg saib xyuas kev lag luam tau poob siab thaum Cathie Wood's flagship Ark Innovation fund poob 24% hauv 2021. Xyoo no, ETF nrov nrov tau nkag mus rau qhov poob loj dua hauv thawj peb lub hlis twg ib leeg.
Raws li kev txheeb xyuas nyiaj txiag tuam txhab Morningstar, Ark Innovation (ARKK) yog tus qhov ua tsis zoo tshaj plaws hauv Teb Chaws Asmeskas cov peev nyiaj hauv nws lub ntiaj teb ntawm kev pab cuam nyob rau hauv thawj peb lub hlis twg ntawm 2022. Cov nyiaj pauv pauv tau sau npe poob ntawm 29.9% hauv peb lub hlis xaus rau lub Peb Hlis 31, rub tawm los ntawm kev muag tawm hauv kev loj hlob siab, cov khoom lag luam thev naus laus zis thaum lub sijhawm.
Cov nyiaj siv thev naus laus zis hauv Asmeskas tau cuam tshuam qhov kev poob qis hauv peb lub hlis dhau los ntawm qhov poob nruab nrab ntawm 13.7% - lub quarter phem tshaj txij li xyoo 2018, raws li Morningstar cov ntaub ntawv. Tseem, ARKK fared phem tshaj nws cov phooj ywg stylistic. Los ntawm kev sib piv, QQQ Nasdaq 100 ETF, siv los ua tus neeg sawv cev rau cov khoom lag luam thev naus laus zis, tau nqis kwv yees li 9.7% los ntawm tib lub sijhawm, thiab Russell Midcap Growth Index tau sau npe 12.6% poob.
ARKK yog dragged los ntawm ntse poob nyob rau hauv ib co ntawm nws biggest tuav: streaming tuam txhab Roku (ROKU), uas sawv cev 6.5% ntawm cov peev nyiaj raws li lub Peb Hlis 30, poob ntau dua 45% rau xyoo dhau los; Zoom Video Communications (ZM), ib tug 6.3% tuav, poob ntau tshaj 40%; thiab Shopify (KAV), suav nrog 2.7% ceg txheem ntseeg, tau nqis ntau dua 50%, raws li Morningstar.
Tesla Inc. (TSLA), uas ntawm 9.8% ua rau ARKK txoj haujlwm loj tshaj plaws, tau ua tus txheeb ze zoo tshaj, kaw lub quarter tsuas yog qis dua 1% xyoo-rau-hnub txij li lub Peb Hlis 31, txawm tias tuav mus rau kev nce qib los ntawm 2021 thiab npog qhov kev ua tau zoo ntawm qee qhov Ark. Innovation cov khoom me me. Daim duab tuaj yeem ua phem heev yam tsis muaj ARKK ceg txheem ntseeg hauv Tesla.
Inflationary pressures, tom qab Tsoom Fwv Teb Chaws Reserve cov paj laum nce, thiab Russia qhov ntxeem tau ntawm Ukraine hnyav ntau dua rau US cov peev txheej pib xyoo, tab sis tus nqi cov khoom lag luam tuav tau zoo dua li cov tuam txhab loj hlob. Morningstar US Tus Nqi Index tau nce 2.4%, thaum Morningstar US Growth Index poob 12.0%, lub tuam txhab qhia.
Nyob rau sab saum toj ntawm nws qhov kev tawm tsam, Morningstar downgraded nws tus kws tshuaj ntsuam ntsuam xyuas ntawm ARKK los ntawm Neutral mus rau Negative Lub lim tiam dhau los, hais txog cov teeb meem nrog cov peev txheej tswj hwm kev pheej hmoo thiab muaj peev xwm taug qab qhov chaw nws xav tshawb nrhiav.
"Lub tuam txhab nyiam cov tuam txhab uas feem ntau tsis muaj txiaj ntsig thiab nws cov nqi khoom lag luam muaj feem cuam tshuam," Morningstar tus kws tshaj lij Robby Greengold sau rau hauv ib daim ntawv. "Raws li ntsuas cov ntaub ntawv pov thawj qhov kev pheej hmoo tag nrho thiab simulate lawv cov teebmeem thaum muaj ntau yam kev ua lag luam, lub tuam txhab siv nws yav dhau los ua cov lus qhia rau yav tom ntej thiab saib kev pheej hmoo yuav luag tsuas yog los ntawm lub lens ntawm nws cov kev tshawb fawb hauv qab rau hauv ib lub tuam txhab."
Txawm hais tias kev poob thiab kev thuam ntawm nws txoj hauv kev, Wood tau nyob hauv chav kawm thiab txuas ntxiv cog lus tias nws qhov kev twv ntawm kev cuam tshuam, cov tuam txhab tsom mus rau kev tsim kho tshiab yuav them nyiaj rau lub sijhawm ntev.
Greengold tau sau tias "Tus Thawj Coj Cathie Wood txij li tau nce ob npaug ntawm nws txoj hauv kev txaus ntshai hauv kev cia siab tias yuav rov ua dua xyoo 2020," Greengold tau sau, thaum cov khoom lag luam loj hlob tau pab cov nyiaj rov qab los ntawm ntau dua 150%. Nws sau tseg, txawm li cas los xij, Wood qhov kev cia siab ntawm nws txoj kev xav los tsim cov ntaub ntawv yog lub luag haujlwm.
Tsis tas li ntxiv rau nws qhov laj thawj rau kev txo qis, Morningstar tau taw qhia tias Ark muaj txoj kev npaj ua tiav tsis zoo rau Wood, 66, lub tuam txhab feem ntau tus tswv thiab tus thawj tswj hwm ib leeg. Lub tuam txhab tus thawj coj ntawm kev tshawb fawb Brett Winton yog nyob rau hauv txoj kab kom ua tiav Wood yog tias xav tau tab sis tsis muaj kev paub txog kev tswj hwm cov ntaub ntawv, ua rau "tus neeg tseem ceeb txaus ntshai." Ntxiv mus, Morningstar tau taw qhia tias Ark Invest tawm tsam kom khaws cov txuj ci thiab pom cov kws tshuaj ntsuam tuaj thiab mus, ntau qhov "tsis muaj kev paub txog kev lag luam tob."
"Too tau hais tias kev tswj hwm kev pheej hmoo tsis yog nrog nws tab sis nrog cov neeg uas nqis peev hauv ARK cov nyiaj," Greengold sau. "Nws nyuaj rau pom vim li cas qhov ntawd yuav tsum yog li ntawd."
"ARK tuaj yeem ua ntau dua los tiv thaiv kev poob qis ntawm kev nplua nuj, thiab nws qhov kev tsis saib xyuas ntawm cov ncauj lus tau ua rau ntau tus neeg ua lag luam lig," nws hais ntxiv. "Nws tuaj yeem ua mob ntxiv rau yav tom ntej."
ARKK tau nqis 5.45% rau $66.66 thaum 1:40 teev tsaus ntuj ET hnub Tuesday.
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Alexandra Semenova yog tus sau xov xwm rau Yahoo Nyiaj Txiag. Ua raws nws ntawm Twitter @alexandraandnyc
Nyeem cov xov xwm tshiab nyiaj txiag thiab lag luam los ntawm Yahoo Finance
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Tau qhov twg los: https://finance.yahoo.com/news/cathie-woods-arkk-is-worst-performing-us-equity-fund-in-q-1-2022-morningstar-185220557.html