See what your fund actually adds
Simplify Ancorato Target 25 Distribution ETF XXV
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | XXV | Replication |
|---|---|---|
| Annualized growth | 19.1% | 18.8% |
| Annualized volatility | 12.0% | 10.5% |
| Sharpe ratio | 1.51 | 1.69 |
| Maximum drawdown | 7.6% | 6.2% |
| Replication fit (R²) | 0.75 · Tracking error 6.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model XXV’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| PFF | FI · Preferred | 27.8% |
| WTMF | Alternatives · Mgt Futures | 27.0% |
| VOT | Mid-Cap · Growth | 23.2% |
| XLK | Sector · Technology | 22.1% |