ARKK calculator
Historical growth of ARK Innovation ETF using Actively managed — S&P 500 proxy is illustrative only return series. Dividends reinvested at year-end; expense ratio drag not applied to historical figures (use projection mode for a lifetime fee estimate).
$10,000 invested in ARKK at inception (2014) with dividends reinvested through end of 2024 would be worth approximately $38,340 nominal ($28,475 in 2014 dollars). Annualized nominal: 13.00%; real: 9.98%. Actively managed; historical outperformance heavily concentrated 2020-2021.
Uses annual S&P 500 total return (with dividends reinvested) and CPI-U inflation, 1928–2024. Source: Damodaran (NYU Stern) + Shiller CAPE + BLS. Excludes fees, taxes, and bid/ask. Real return = nominal ÷ cumulative CPI.
ARKK at a glance
| Full name | ARK Innovation ETF |
| Provider | ARK Invest |
| Expense ratio | 0.75% |
| Inception | 2014 |
| Assets under management | $5B |
| Return series used | Actively managed — S&P 500 proxy is illustrative only |
How this calculator works
For each start year, we apply the year-by-year total return of the Actively managed — S&P 500 proxy is illustrative only to the entered starting amount, compounding annually with dividends reinvested at year-end. This mirrors what an actual buy-and-hold ARKK holder would have experienced, before fees and taxes. Expense ratio is intentionally excluded from the historical result to keep the underlying series comparable across ETFs; for a full lifetime fee estimate at 0.75%, use the projection tab in our fund fee analyzer.