See what your fund actually adds
NYLI PineStone Global Equity Class A FCGEX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FCGEX | Replication |
|---|---|---|
| Annualized growth | 6.8% | 7.7% |
| Annualized volatility | 16.0% | 15.6% |
| Sharpe ratio | 0.49 | 0.56 |
| Maximum drawdown | 27.9% | 28.8% |
| Replication fit (R²) | 0.92 · Tracking error 4.6% | |
Replication portfolio
The published portfolio below is the investable basket used to model FCGEX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| EFG | Intl · Growth | 43.0% |
| VUG | Style · Growth | 29.0% |
| XLP | Sector · Cons Staples | 16.6% |
| USMV | Factor · Min Vol | 11.4% |