See what your fund actually adds
Wireless Fund WIREX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | WIREX | Replication |
|---|---|---|
| Annualized growth | 19.2% | 19.6% |
| Annualized volatility | 24.9% | 23.4% |
| Sharpe ratio | 0.83 | 0.88 |
| Maximum drawdown | 39.6% | 33.3% |
| Replication fit (R²) | 0.94 · Tracking error 6.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model WIREX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| XLK | Sector · Technology | 81.4% |
| VUG | Style · Growth | 11.1% |
| VOX | Sector · Communication | 7.6% |