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Baird Chautauqua Global Growth Fund Investor Class CCGSX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CCGSX | Replication |
|---|---|---|
| Annualized growth | 6.6% | 7.3% |
| Annualized volatility | 17.9% | 16.5% |
| Sharpe ratio | 0.45 | 0.51 |
| Maximum drawdown | 32.5% | 31.6% |
| Replication fit (R²) | 0.93 · Tracking error 4.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model CCGSX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFG | Intl · Growth | 41.1% |
| VUG | Style · Growth | 24.6% |
| VWO | Emerging Markets | 18.3% |
| XLV | Sector · Healthcare | 8.0% |
| VBK | Small-Cap · Growth | 8.0% |