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FundX Conservative ETF XRLX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | XRLX | Replication |
|---|---|---|
| Annualized growth | 5.6% | 8.1% |
| Annualized volatility | 9.8% | 8.9% |
| Sharpe ratio | 0.60 | 0.92 |
| Maximum drawdown | 17.7% | 17.3% |
| Replication fit (R²) | 0.85 · Tracking error 3.8% | |
Replication portfolio
The published portfolio below is the investable basket used to model XRLX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| WTMF | Alternatives · Mgt Futures | 35.6% |
| MTUM | Factor · Momentum | 30.1% |
| SPHY | FI · High Yield | 22.8% |
| VWO | Emerging Markets | 6.1% |
| EMLC | FI · EM Local Currency | 5.5% |