Ross Gerber, Cathie Wood Or Gary Black? Whose Funds Stack Up Against S&P 500's Gains In 2024?
Ross Gerber, Cathie Wood Or Gary Black? Whose Funds Stack Up Against S&P 500's Gains In 2024?
In a year marked by strong market performance, prominent fund managers Gary Black, Ross Gerber, and Cathie Wood are showing mixed results against the benchmark S&P 500's impressive 25.97% year-to-date return, according to recent market data.
在一個以強勁市場表現爲特徵的一年中,知名基金經理Gary Black、Ross Gerber和Cathie Wood根據最近的市場數據顯示,他們對標準普爾500指數令人印象深刻的25.97%的年度回報表現參差不齊。
What Happened: Black's Future Fund Active ETF (NYSE:FFND) has emerged as the strongest performer among the group, posting a 25.35% year-to-date return. The $6.23 million fund, which holds NVIDIA Corp (NASDAQ:NVDA) as its largest position at 9.39% of the portfolio, has nearly matched the broader market's gains.
事件簡介:Black的Future Fund Active ETF(紐約證券交易所:FFND)已成爲該群體中表現最強的基金,年度回報率爲25.35%。這個623萬美元的基金中,持有NVIDIA(納斯達克:NVDA)作爲其投資組合的最大頭寸,佔比9.39%,幾乎與更廣泛的市場收益相匹配。
Gerber's AdvisorShares Gerber Kawasaki ETF (NYSE:GK) has also delivered a strong performance, with a 21.35% year-to-date return. The $22.33 million fund maintains Microsoft Corp (NASDAQ:MSFT) as its largest holding at 7.71% of the portfolio.
Gerber的AdvisorShares Gerber Kawasaki ETF(紐約證券交易所:GK)也取得了強勁的表現,年度回報率爲21.35%。這個2233萬美元的基金將微軟公司(納斯達克:MSFT)視爲其投資組合最大頭寸,佔比7.71%。
Wood's flagship ARK Innovation ETF (NYSE:ARKK), despite its significantly larger asset base of $5.78 billion, has lagged behind with a 10.46% year-to-date return. Tesla Inc (NASDAQ:TSLA) remains ARKK's largest position at 14.06% of the portfolio.
Wood的旗艦基金ARk Innovation ETF(紐約證券交易所:ARKK),儘管資產規模顯着更大,達57.8億美元,年度回報率爲10.46%,但落後於其他基金。特斯拉公司(納斯達克:TSLA)仍是ARKK投資組合中持倉比例最大的,達14.06%。
Kevin Paffrath's The Meet Kevin Pricing Power ETF (NYSE:PP), managing $36.99 million in assets, has struggled to keep pace with its peers, returning just 2.59% year-to-date. The fund's largest position is Rocket Companies Inc (NYSE:RKT) at 12.75% of the portfolio.
Kevin Paffrath的The Meet Kevin Pricing Power ETF(紐約證券交易所:PP),管理着3699萬美元的資產,與同行難以保持同步,年度回報率僅爲2.59%。該基金最大的頭寸是Rocket Companies Inc(紐約證券交易所:RKT),佔投資組合的12.75%。
Why It Matters: The comparison was notably highlighted by Black on X, coming after a strong week for markets that saw major indices gain between 4.6% and 5.7% following Donald Trump's election victory.
爲什麼重要:比較顯著地由Black在X上進行了突出,此前市場經歷了一週強勁,主要指數在特朗普當選後大漲4.6%至5.7%。
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