Sphere 500 Climate Fund
Manager Directed Portfolios

Average annual returns

No trailing-return data available for this share class.

Risk statistics

30 months through March 31, 2024
Volatility (ann.)
17.75%
Sharpe
0.50
Sortino
0.79
Max drawdown
-24.13%
Best month
9.86%
Worst month
-8.82%
Beta vs VTSAX
0.93
Correlation
0.99

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

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