See what your fund actually adds
SGI Enhanced Market Leaders ETF LDRX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LDRX | Replication |
|---|---|---|
| Annualized growth | 27.7% | 26.9% |
| Annualized volatility | 13.4% | 13.2% |
| Sharpe ratio | 1.90 | 1.87 |
| Maximum drawdown | 10.3% | 9.8% |
| Replication fit (R²) | 0.95 · Tracking error 3.1% | |
Replication portfolio
The published portfolio below is the investable basket used to model LDRX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOO | US Large Cap | 60.9% |
| VUG | Style · Growth | 27.9% |
| IAU | Alternatives · Gold | 4.5% |
| XLF | Sector · Financials | 4.4% |
| XLK | Sector · Technology | 2.2% |