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.
根据最近的市场数据,在以强劲的市场表现为标志的一年中,知名基金经理加里·布莱克、罗斯·格伯和凯西·伍德的业绩喜忧参半,而基准标准普尔500指数今年迄今为止的回报率为25.97%。
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.
发生了什么:布莱克未来基金活跃ETF(纽约证券交易所代码:FFND)已成为该集团中表现最强的ETF,年初至今的回报率为25.35%。这只623万美元的基金持有英伟达公司(纳斯达克股票代码:NVDA)的最大头寸,占投资组合的9.39%,几乎与整个市场的涨幅相当。
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.
格柏的AdvisorShares格柏川崎ETF(纽约证券交易所代码:GK)也表现强劲,今年迄今为止的回报率为21.35%。这只2233万美元的基金维持了微软公司(纳斯达克股票代码:MSFT)的最大持股量,占投资组合的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.
伍德的旗舰方舟创新ETF(纽约证券交易所代码:ARKK)尽管其资产基础要大得多,达到57.8亿美元,但仍落后,今年迄今为止的回报率为10.46%。特斯拉公司(纳斯达克股票代码:TSLA)仍然是ARKK的最大头寸,占投资组合的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.
凯文·帕弗拉斯的The Meet Kevin Pricing Power ETF(纽约证券交易所代码:PP)管理着3699万美元的资产,一直难以跟上同行的步伐,今年迄今的回报率仅为2.59%。该基金最大的头寸是火箭公司(纽约证券交易所代码:RKT),占投资组合的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.
为何重要:Black on X特别强调了这种比较,此前市场经历了强劲的一周,唐纳德·特朗普大选获胜后,主要股指上涨了4.6%至5.7%。
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