See what your fund actually adds
Clarkston Founders Fund Founders Class CFMDX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | CFMDX | Replication |
|---|---|---|
| Annualized growth | 4.5% | 8.3% |
| Annualized volatility | 16.5% | 14.5% |
| Sharpe ratio | 0.35 | 0.62 |
| Maximum drawdown | 15.1% | 17.3% |
| Replication fit (R²) | 0.70 · Tracking error 9.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model CFMDX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLF | Sector · Financials | 30.8% |
| XLV | Sector · Healthcare | 28.9% |
| VBR | Small-Cap · Value | 23.5% |
| XLP | Sector · Cons Staples | 12.3% |
| RSP | Factor · Equal Weight | 4.4% |