See what your fund actually adds
SonicShares Global Shipping ETF BOAT
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | BOAT | Replication |
|---|---|---|
| Annualized growth | 28.8% | 13.5% |
| Annualized volatility | 24.3% | 14.8% |
| Sharpe ratio | 1.17 | 0.93 |
| Maximum drawdown | 29.9% | 19.0% |
| Replication fit (R²) | 0.30 · Tracking error 20.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model BOAT’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VSS | Intl · Small Cap | 39.7% |
| EFV | Intl · Value | 29.1% |
| XLE | Sector · Energy | 26.3% |
| SLV | Alternatives · Silver | 2.8% |
| VOX | Sector · Communication | 2.0% |