SPFFX vs. ALSMX
SPFFX (Sphere 500 Fossil Free Fund) and ALSMX (Archer Multi Cap Fund) are both Large Cap Blend Equities funds. Over the past 3 years, SPFFX returned 21.91%/yr vs 25.23%/yr for ALSMX. Their correlation of 0.88 suggests significant overlap in exposure. SPFFX charges 0.11%/yr vs 0.96%/yr for ALSMX.
Performance
SPFFX vs. ALSMX - Performance Comparison
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Returns By Period
In the year-to-date period, SPFFX achieves a 9.97% return, which is significantly lower than ALSMX's 26.78% return.
SPFFX
- 1D
- -0.48%
- 1M
- 0.33%
- YTD
- 9.97%
- 6M
- 8.89%
- 1Y
- 25.99%
- 3Y*
- 21.91%
- 5Y*
- —
- 10Y*
- —
ALSMX
- 1D
- 1.11%
- 1M
- 2.14%
- YTD
- 26.78%
- 6M
- 24.82%
- 1Y
- 42.31%
- 3Y*
- 25.23%
- 5Y*
- 13.04%
- 10Y*
- —
SPFFX vs. ALSMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SPFFX Sphere 500 Fossil Free Fund | 9.97% | 18.12% | 25.13% | 29.48% | -20.03% | 9.04% |
ALSMX Archer Multi Cap Fund | 26.78% | 11.47% | 21.78% | 25.14% | -20.12% | 5.11% |
Correlation
The correlation between SPFFX and ALSMX is 0.82, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.82 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Oct 5, 2021 | 0.88 |
The correlation between SPFFX and ALSMX has been stable across timeframes, ranging from 0.82 to 0.88 - a consistent structural relationship.
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Return for Risk
SPFFX vs. ALSMX — Risk / Return Rank
SPFFX
ALSMX
SPFFX vs. ALSMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sphere 500 Fossil Free Fund (SPFFX) and Archer Multi Cap Fund (ALSMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SPFFX | ALSMX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.61 | ||
| Sortino ratioReturn per unit of downside risk | -0.82 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.45 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 2.56 | 4.65 | -2.09 |
| Martin ratioReturn relative to average drawdown | 10.82 | 19.79 | -8.97 |
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Drawdowns
SPFFX vs. ALSMX - Drawdown Comparison
The maximum SPFFX drawdown since its inception was -25.11%, smaller than the maximum ALSMX drawdown of -97.87%. Use the drawdown chart below to compare losses from any high point for SPFFX and ALSMX.
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Drawdown Indicators
| SPFFX | ALSMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.11% | -97.87% | +72.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.75% | -9.42% | -1.33% |
Max Drawdown (3Y)Largest decline over 3 years | -19.97% | -97.87% | +77.90% |
Max Drawdown (5Y)Largest decline over 5 years | — | -97.87% | — |
Current DrawdownCurrent decline from peak | -1.97% | -96.39% | +94.42% |
Average DrawdownAverage peak-to-trough decline | -6.35% | -28.53% | +22.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.54% | 2.21% | +0.33% |
Volatility
SPFFX vs. ALSMX - Volatility Comparison
The current volatility for Sphere 500 Fossil Free Fund (SPFFX) is 5.35%, while Archer Multi Cap Fund (ALSMX) has a volatility of 6.33%. This indicates that SPFFX experiences smaller price fluctuations and is considered to be less risky than ALSMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPFFX | ALSMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.35% | 6.33% | -0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 11.15% | 14.20% | -3.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.95% | 16.98% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.23% | 1,292.58% | -1,275.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.23% | 1,136.02% | -1,118.79% |
SPFFX vs. ALSMX - Expense Ratio Comparison
SPFFX has a 0.11% expense ratio, which is lower than ALSMX's 0.96% expense ratio.
Dividends
SPFFX vs. ALSMX - Dividend Comparison
SPFFX's dividend yield for the trailing twelve months is around 6.18%, more than ALSMX's 5.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|
ALSMX Archer Multi Cap Fund | 5.65% | 7.16% | 3.62% | 0.46% | 7.12% | 1.62% | 0.43% |
SPFFX Sphere 500 Fossil Free Fund | 6.18% | 6.80% | 1.06% | 1.32% | 0.73% | 0.14% | 0.00% |
Frequently Asked Questions
SPFFX and ALSMX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ALSMX has higher volatility (6.33%) compared to SPFFX (5.35%). In terms of maximum drawdown, SPFFX dropped -25.11% vs ALSMX's -97.87%.
ALSMX currently has the higher Sharpe Ratio (2.59 vs 1.98), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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