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JFWD vs. ARKW
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between JFWD and ARKW is 0.66, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

JFWD vs. ARKW - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Jacob Forward ETF (JFWD) and ARK Next Generation Internet ETF (ARKW). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period


JFWD

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

ARKW

YTD

11.79%

1M

16.77%

6M

11.49%

1Y

61.83%

3Y*

28.12%

5Y*

10.85%

10Y*

20.40%

*Annualized

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Jacob Forward ETF

ARK Next Generation Internet ETF

JFWD vs. ARKW - Expense Ratio Comparison

JFWD has a 0.75% expense ratio, which is lower than ARKW's 0.76% expense ratio.


Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

JFWD vs. ARKW — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JFWD
The Risk-Adjusted Performance Rank of JFWD is 1919
Overall Rank
The Sharpe Ratio Rank of JFWD is 1818
Sharpe Ratio Rank
The Sortino Ratio Rank of JFWD is 2121
Sortino Ratio Rank
The Omega Ratio Rank of JFWD is 1919
Omega Ratio Rank
The Calmar Ratio Rank of JFWD is 1515
Calmar Ratio Rank
The Martin Ratio Rank of JFWD is 2424
Martin Ratio Rank

ARKW
The Risk-Adjusted Performance Rank of ARKW is 8484
Overall Rank
The Sharpe Ratio Rank of ARKW is 8989
Sharpe Ratio Rank
The Sortino Ratio Rank of ARKW is 8787
Sortino Ratio Rank
The Omega Ratio Rank of ARKW is 8585
Omega Ratio Rank
The Calmar Ratio Rank of ARKW is 7676
Calmar Ratio Rank
The Martin Ratio Rank of ARKW is 8383
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

JFWD vs. ARKW - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Jacob Forward ETF (JFWD) and ARK Next Generation Internet ETF (ARKW). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.



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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

JFWD vs. ARKW - Dividend Comparison

Neither JFWD nor ARKW has paid dividends to shareholders.


TTM2024202320222021202020192018201720162015
JFWD
Jacob Forward ETF
0.35%0.35%0.00%0.00%0.38%0.00%0.00%0.00%0.00%0.00%0.00%
ARKW
ARK Next Generation Internet ETF
0.00%0.00%0.00%0.00%2.79%1.29%0.00%13.06%2.05%0.00%2.29%

Drawdowns

JFWD vs. ARKW - Drawdown Comparison


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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

JFWD vs. ARKW - Volatility Comparison


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