See what your fund actually adds

Renaissance Capital Greenwich Fund IPOS

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

IPOS compared with its replication portfolio
MeasureIPOSReplication
Annualized growth21.0%15.8%
Annualized volatility21.5%13.7%
Sharpe ratio0.991.14
Maximum drawdown16.5%11.9%
Replication fit (R²)0.56 · Tracking error 14.3%

Replication portfolio

The published portfolio below is the investable basket used to model IPOS’s historical return behavior.

IPOS replication basket weights
TickerBuilding blockWeight
DGSEM Small Cap56.3%
EFGIntl · Growth32.1%
XLKSector · Technology6.3%
SLVAlternatives · Silver5.2%