See what your fund actually adds

Corgi Longevity Consumer ETF YUNG

Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.

Fund and replication metrics

YUNG compared with its replication portfolio
MeasureYUNGReplication
Annualized growth13.7%14.0%
Annualized volatility14.5%11.0%
Sharpe ratio0.951.24
Maximum drawdown9.7%5.5%
Replication fit (R²)0.79 · Tracking error 6.7%

Replication portfolio

The published portfolio below is the investable basket used to model YUNG’s historical return behavior.

YUNG replication basket weights
TickerBuilding blockWeight
IJRUS Small Cap51.1%
XLVSector · Healthcare30.9%
XLISector · Industrials18.0%