EsferaInvestment Group

Track Record

Performance

2025 Annualized Return

+48.73%

2026 YTD

+22.23%

Since Inception

+59.27%

Esfera Fund 1

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Sharpe Ratio

2.66

vs. S&P 500 1.11 · rf = 4.35%

Max Drawdown

-5.46%

Jan 2026

Best Month

+11.75%

May 2025

Alpha vs. S&P 500

+40.18pp

T12

Monthly Volatility

5.08%

vs. S&P 500 2.97%

Positive Months

9 / 12

T12

Esfera Fund 1

Trailing 12 Months — Cumulative Return

+59.27% Since Inception

May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26-20%5%30%70%

Cumulative return indexed to 100 at inception. All data points sourced from IB monthly account statements (U5713292). Contact us for official statements.

Esfera Fund 1

Trailing 12 Months — Monthly Returns

Source: IB Monthly Statements

May '25Jun '25Jul '25Aug '25Sep '25Oct '25Nov '25Dec '25Jan '26Feb '26Mar '26Apr '26-4%0%4%8%12%

Monthly TWRR sourced from IB monthly account statements. All figures are time-weighted rates of return (TWRR), gross of fees. Past performance is not indicative of future results.

Esfera Investment Group

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Official IB account statements and fund documentation available upon request.

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