See what your fund actually adds
Nomura Core Equity Fund Class A WCEAX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WCEAX | Replication |
|---|---|---|
| Annualized growth | 11.8% | 12.2% |
| Annualized volatility | 16.6% | 16.6% |
| Sharpe ratio | 0.75 | 0.78 |
| Maximum drawdown | 23.4% | 24.9% |
| Replication fit (R²) | 0.96 · Tracking error 3.5% | |
Replication portfolio
The published portfolio below is the investable basket used to model WCEAX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VTI | US Broad Market | 100.0% |