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CastleArk Management LLCLarge GrowthCARK · NYSE Arca

CastleArk Large Growth ETF (CARK)

Price
$47.39
11 Sept 2026
Assets
$339.4M
Total net assets
Expense ratio
0.54%
Category 0.90%
Yield
0.01%
Trailing distributions
3Y CAGR
Category 21.9%
5Y CAGR
Category 9.9%
Loading NAV history…
CastleArk Large Growth ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-3.1%+3.1%+15.2%+7.5%+9.6%+17.5%
Large Growth average-2.1%1.2%15.6%9.0%12.3%21.9%9.9%16.6%12.8%
Difference-1.0%+1.9%-0.4%-1.4%-2.7%+4.7%

Holdings

The 10 largest positions make up 63.0% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp14.01%
GOOGLAlphabet Inc Class A9.54%
AAPLApple Inc6.35%
LLYEli Lilly and Co5.35%
ANETArista Networks Inc5.13%
LRCXLam Research Corp4.91%
MSFTMicrosoft Corp4.82%
VVisa Inc Class A4.78%
AVGOBroadcom Inc4.66%
SNOWSnowflake Inc Ordinary Shares3.44%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
30.5
P/B
12.8
P/S
10.1
P/CF
26.5

Sector allocation

Share of the equity the fund holds.

53.9%Technology6 sectors
  1. Technology53.9%
  2. Communication services12.8%
  3. Financial services10.8%
  4. Health care8.6%
  5. Consumer discretionary8.1%
  6. Industrials5.8%

Asset mix

  • Stocks99.4%
  • Cash0.6%

ETF details

Issuer
CastleArk Management LLC
Category
Equity · Large Growth
Ticker
CARK
Exchange
NYSE Arca
Inception
6 Dec 2023 (2.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.54% (category 0.90%)
Holdings turnover
68% (category 62%)
Distribution yield
0.01%
Beta, 3 years
0.00
Total net assets
$339.4M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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