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.
根據最近的市場數據,在以強勁的市場表現爲標誌的一年中,知名基金經理加里·布萊克、羅斯·格伯和凱西·伍德的業績喜憂參半,而基準標準普爾500指數今年迄今爲止的回報率爲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.
發生了什麼:布萊克未來基金活躍ETF(紐約證券交易所代碼:FFND)已成爲該集團中表現最強的ETF,年初至今的回報率爲25.35%。這隻623萬美元的基金持有英偉達公司(納斯達克股票代碼:NVDA)的最大頭寸,佔投資組合的9.39%,幾乎與整個市場的漲幅相當。
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(紐約證券交易所代碼:GK)也表現強勁,今年迄今爲止的回報率爲21.35%。這隻2233萬美元的基金維持了微軟公司(納斯達克股票代碼:MSFT)的最大持股量,佔投資組合的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.
伍德的旗艦方舟創新ETF(紐約證券交易所代碼:ARKK)儘管其資產基礎要大得多,達到57.8億美元,但仍落後,今年迄今爲止的回報率爲10.46%。特斯拉公司(納斯達克股票代碼:TSLA)仍然是ARKK的最大頭寸,佔投資組合的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.
凱文·帕弗拉斯的The Meet Kevin Pricing Power ETF(紐約證券交易所代碼:PP)管理着3699萬美元的資產,一直難以跟上同行的步伐,今年迄今的回報率僅爲2.59%。該基金最大的頭寸是火箭公司(紐約證券交易所代碼: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.
爲何重要:Black on X特別強調了這種比較,此前市場經歷了強勁的一週,唐納德·特朗普大選獲勝後,主要股指上漲了4.6%至5.7%。
- Palantir Overtakes Lockheed Martin In Market Cap, How Does The 'Messi Of AI' Stack Up Against The Traditional Defense Player
- 帕蘭蒂爾市值超越洛克希德·馬丁公司,「人工智能的梅西」 如何與傳統防守球員相提並論
Image Via Shutterstock
圖片來自 Shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明:此內容部分是在人工智能工具的幫助下製作的,並由Benzinga的編輯審閱和發佈。