Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPFFX (Manager Directed Portfolios – Sphere 500 Fossil Free Fund) | 6.47% | 21.51% | 20.84% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/04/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPFFX (Manager Directed Portfolios – Sphere 500 Fossil Free Fund) | 10/04/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.30 | 21.51 | 20.84 | NA | NA | NA | NA | … | … | 6.47 | 18.12 | 25.13 | 29.48 | -20.03 | 9.12 |
| Sharpe Ratio | NA | 1.70 | 1.20 | NA | NA | NA | NA | … | … | 1.13 | 0.79 | 1.61 | 2.04 | -0.94 | 4.29 |
| Standard Deviation(%) | NA | 13.57 | 15.72 | NA | NA | NA | NA | … | … | 15.78 | 19.46 | 13.35 | 12.80 | 22.93 | 9.93 |
| Draw Down(%) | NA | 10.75 | 19.97 | NA | NA | NA | NA | … | … | 10.75 | 19.97 | 9.25 | 9.81 | 25.11 | 3.40 |
| Yield(%) | 0.00 | 7.26 | 4.40 | 2.78 | 1.39 | 0.93 | 0.70 | … | … | 0.00 | 7.53 | 1.33 | 1.69 | 0.57 | 0.07 |
Data as of 06/10/2026, Common starting date is 10/04/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPFFX (Manager Directed Portfolios – Sphere 500 Fossil Free Fund) |
8.93%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPFFX (Manager Directed Portfolios – Sphere 500 Fossil Free Fund) |
25.33%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart