Trillium ESG Small/Mid Cap Fund
Professionally Managed Portfolios

Average annual returns

No trailing-return data available for this share class.

Risk statistics

45 months through Sept. 30, 2023
Volatility (ann.)
18.88%
Sharpe
0.39
Sortino
0.65
Max drawdown
-28.78%
Best month
12.75%
Worst month
-20.83%
Beta vs VTSAX
0.95
Correlation
0.92

Derived from N-PORT monthly total returns; distinct from the prospectus returns above.

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