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SARK
-2.51 · -7.68%
$30.20 · NASDAQ

Tuttle Capital Short Innovation ETF (SARK) ETF Analysis | Trading--Inverse Equity

AXS · USA
AUM:$73.4M
#– of – in Trading--Inverse Equity ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Down 21.6% over the past year, indicating meaningful price weakness.

Cost Efficiency

Ongoing charge of 0.75% — moderate cost. Consider how fees compound over long holding periods.

What is SARK?

The fund is an actively managed exchange traded fund that attempts to achieve the inverse (-100) of the return of the ARK Innovation ETF for a single trading day (and not for any other period) by entering into one or more swaps on the ARK Innovation ETF.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Negative 12-Month Return
SARK returned -21.6% over the past year, reflecting recent market conditions.
Moderate Cost
Expense ratio of 0.75%. Consider how fees compound over a long holding period.
Income Component
Current yield of 2.76% — modest income alongside capital growth potential.
ETF Information
AUM$73.4M
Expense Ratio0.75%
Dividend Yield2.76%
Holdings5
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderAXS
Beta-3.05
CategoryTrading--Inverse Equity
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-18.9%
1Y
-20.5%
3Y
-68.5%
5Y
-53.6%
OpenBook InsightIf you had invested £10,000 in SARK 5 years ago, it would have fallen to £4,638 — a loss of £5,362.

Annual Returns

Calendar year performance

SARK delivered positive returns in 1 of the last 5 calendar years.
YearSARK
2026 YTD-14.8%
2025-25.6%
2024-39.1%
2023-47.7%
2022+88.5%
CAGR 4yr-18.3%
1/5 positive yearsAvg return: -7.7%Worst year: -47.7% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
41.9%
Very High
Momentum
-12.8%
30-day change
Support Level
24.38
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Elevated volatility indicates higher short-term price variability and risk.
  • Monitor key support and resistance levels as part of broader risk assessment.
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