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Sphere Mutual Funds List

Here you can find all mutual funds issued by Sphere and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.

Number of Funds
1
Avg. Expense Ratio
0.11%
Avg. 1 Year Return
15.57%
Avg. 5 Year Return
Median Risk/Return Score
32 / 100
Sphere Mutual Funds List

1 result

SymbolFull NameCategoryInceptionExpense RatioYTD Return10Y Return (Annualized)Dividend YieldRisk / Return RankMax. DrawdownSharpe RatioSortino RatioOmega RatioMartin RatioCalmar RatioUlcer Index
Sphere 500 Climate FundLarge Cap Blend EquitiesOct 3, 20210.11%
6.77%
6.37%
32

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Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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Best Sphere Mutual funds by Risk/Return Score


SymbolNameRisk / Return RankAUMInception
Sphere 500 Climate Fund
32
Oct 2021

Lowest-Cost Sphere Mutual funds


SymbolNameExpense RatioAUMInception
Sphere 500 Climate Fund0.11%Oct 2021

Highest-Yield Sphere Mutual funds


SymbolNameDividend YieldAUMInception
Sphere 500 Climate Fund6.37%Oct 2021

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Top Mutual funds Comparisons

Compare the top Mutual funds symbols based on PortfoliosLab usage data.