Symmetry Panoramic Alternatives Fund (SPATX) belongs to the Multistrategy category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPATX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SPATX
SPATX charges 0.50% annually. There is 1 mutual fund in the Multistrategy category with a lower expense ratio, going as low as 0.18%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Aspiriant Defensive Allocation Fund | 0.18% | — | Dec 2015 | SPATX vs RMDFX | |
| Morgan Stanley Pathway Funds Alternative Strategie... | 0.59% | — | Feb 2018 | SPATX vs TALTX | |
| GMO Alternative Allocation Fund | 0.61% | — | May 2019 | SPATX vs GAAVX | |
| John Hancock Funds Alternative Asset Allocation Fu... | 0.72% | — | Jan 2009 | SPATX vs JAAAX | |
| Allspring Alternative Risk Premia Fund | 0.72% | — | Jan 2019 | SPATX vs WRPIX |
Best Risk-Adjusted Alternatives to SPATX
SPATX has a PortfoliosLab risk / return rank of 97. There are 7 mutual funds in the Multistrategy category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Stone Ridge Reinsurance Risk Premium Interval Fund | 100 | — | Dec 2013 | SPATX vs SRRIX | |
| Absolute Convertible Arbitrage Fund Institutional ... | 100 | — | Aug 2017 | SPATX vs ARBIX | |
| Strategic Advisers Alternatives Fund | 99 | — | Jul 2022 | SPATX vs FSLTX | |
| AQR Diversified Arbitrage Fund Class I | 99 | — | Jan 2009 | SPATX vs ADAIX | |
| Blackstone Alternative Multi-Strategy Fund | 99 | — | Jun 2014 | SPATX vs BXMIX |
Top Performing SPATX Alternatives (YTD)
SPATX is at 7.89% YTD. There are 15 mutual funds in the Multistrategy category with higher YTD returns, going as high as 18.48%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Alternative Risk Premia R6 | 18.48% | — | Sep 2017 | SPATX vs QRPRX | |
| AQR Alternative Risk Premia Fund | 18.34% | — | Sep 2017 | SPATX vs QRPIX | |
| AQR Alternative Risk Premia Fund Class N | 18.26% | — | Sep 2017 | SPATX vs QRPNX | |
| AQR Style Premia Alternative R6 | 12.97% | — | Sep 2014 | SPATX vs QSPRX | |
| AQR Style Premia Alternative Fund | 12.95% | — | Oct 2013 | SPATX vs QSPIX |
Lowest Volatility Alternatives to SPATX
SPATX has 3.86% 1-year volatility. There are 17 mutual funds in the Multistrategy category with lower 1-year volatility, going as low as 1.24%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Absolute Convertible Arbitrage Fund Institutional ... | 1.24% | — | Aug 2017 | SPATX vs ARBIX | |
| AQR Diversified Arbitrage Fund Class N | 1.42% | — | Jan 2009 | SPATX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | 1.42% | — | Jan 2009 | SPATX vs ADAIX | |
| T. Rowe Price Multi-Strategy Total Return Fund | 1.68% | — | Feb 2018 | SPATX vs TMSRX | |
| Strategic Advisers Alternatives Fund | 2.18% | — | Jul 2022 | SPATX vs FSLTX |
Lowest Drawdown Alternatives to SPATX
SPATX has a 1-year max drawdown of -1.45%. There are 8 mutual funds in the Multistrategy category with shallower 1-year drawdowns, going as shallow as -0.39%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| AQR Diversified Arbitrage Fund Class N | -0.39% | — | Jan 2009 | SPATX vs ADANX | |
| AQR Diversified Arbitrage Fund Class I | -0.46% | — | Jan 2009 | SPATX vs ADAIX | |
| Absolute Convertible Arbitrage Fund Institutional ... | -0.51% | — | Aug 2017 | SPATX vs ARBIX | |
| Stone Ridge Reinsurance Risk Premium Interval Fund | -0.55% | — | Dec 2013 | SPATX vs SRRIX | |
| T. Rowe Price Multi-Strategy Total Return Fund | -0.83% | — | Feb 2018 | SPATX vs TMSRX |
Other Mutual Funds from Symmetry Partners
The 6 most viewed Symmetry Partners mutual funds shown here include SPUSX, SPILX, SPUBX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 69 | 13.35% | — | Nov 2018 | SPATX vs SPUSX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 74 | 17.79% | — | Nov 2018 | SPATX vs SPILX | |
| Symmetry Panoramic US Fixed Income Fund | Intermediate Core-Plus Bond | 22 | 0.26% | — | Nov 2018 | SPATX vs SPUBX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 20 | 0.88% | — | Nov 2018 | SPATX vs SPGBX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 60 | 1.44% | — | Nov 2018 | SPATX vs SPMFX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 78 | 15.71% | — | Nov 2018 | SPATX vs SPGEX |
Often Compared With SPATX
Investors most often compare SPATX with SPY, TNMAX, IALT. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare SPATX with Any Fund or Stock
Compare SPATX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SPATX with funds that move differently
Symmetry Panoramic Alternatives Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SPATX.
Explore SPATX Diversifiers