See what your fund actually adds
ETFB Green SRI REITs ETF RITA
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | RITA | Replication |
|---|---|---|
| Annualized growth | -1.9% | 0.1% |
| Annualized volatility | 17.6% | 17.5% |
| Sharpe ratio | -0.02 | 0.09 |
| Maximum drawdown | 35.8% | 32.9% |
| Replication fit (R²) | 0.94 · Tracking error 4.2% | |
Replication portfolio
The published portfolio below is the investable basket used to model RITA’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VNQ | Sector · Real Estate | 85.7% |
| VNQI | Alternatives · Intl Real Estate | 9.0% |
| XLV | Sector · Healthcare | 2.9% |
| VWOB | FI · EM Bonds USD | 2.5% |