SPFEX
SPHERE 500 CLIMATE FUND
Exchange Place Advisors Trust
Index fund

Average annual returns

No trailing-return data available for this share class.

Risk statistics

24 months through March 31, 2026
Volatility (ann.)
12.24%
Sharpe
1.00
Sortino
1.73
Max drawdown
-9.07%
Best month
7.00%
Worst month
-6.65%
Beta vs VTSAX
1.02
Correlation
0.97

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

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