See what your fund actually adds
WHITEWOLF Publicly Listed Private Equity ETF LBO
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LBO | Replication |
|---|---|---|
| Annualized growth | 4.5% | 19.2% |
| Annualized volatility | 20.2% | 15.2% |
| Sharpe ratio | 0.32 | 1.23 |
| Maximum drawdown | 30.4% | 17.3% |
| Replication fit (R²) | 0.62 · Tracking error 12.4% | |
Replication portfolio
The published portfolio below is the investable basket used to model LBO’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLF | Sector · Financials | 54.3% |
| IWC | Micro Cap | 19.9% |
| XLY | Sector · Cons Discr | 14.4% |
| XLK | Sector · Technology | 6.1% |
| XLE | Sector · Energy | 5.3% |