See what your fund actually adds
EA Bridgeway Aggressive Investors ETF BAGX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BAGX | Replication |
|---|---|---|
| Annualized growth | 13.0% | 9.3% |
| Annualized volatility | 19.5% | 19.8% |
| Sharpe ratio | 0.72 | 0.55 |
| Maximum drawdown | 29.9% | 34.0% |
| Replication fit (R²) | 0.92 · Tracking error 5.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model BAGX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 29.0% |
| VUG | Style · Growth | 27.7% |
| MTUM | Factor · Momentum | 24.9% |
| VOT | Mid-Cap · Growth | 18.5% |