See what your fund actually adds
Cromwell Tran Sustainable Focus Investor LIMAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | LIMAX | Replication |
|---|---|---|
| Annualized growth | 3.1% | 8.4% |
| Annualized volatility | 20.7% | 20.2% |
| Sharpe ratio | 0.25 | 0.50 |
| Maximum drawdown | 38.6% | 34.8% |
| Replication fit (R²) | 0.89 · Tracking error 6.9% | |
Replication portfolio
The published portfolio below is the investable basket used to model LIMAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VOT | Mid-Cap · Growth | 31.9% |
| VBK | Small-Cap · Growth | 27.0% |
| VUG | Style · Growth | 16.8% |
| XLK | Sector · Technology | 13.9% |
| EFG | Intl · Growth | 10.4% |