Symmetry Panoramic Global Fixed Income Fund (SPGBX)

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Symmetry Panoramic Global Fixed Income Fund (SPGBX) is up 1.1% since the beginning of the year. SPGBX is currently trading at $9 per share. Investors who bought $1,000 worth of SPGBX shares 5 years ago would now be looking at an investment worth $1,005.

Symmetry Panoramic Global Fixed Income Fund (SPGBX) has returned 1.10% so far this year and 3.61% over the past 12 months.

Based on dividend-adjusted daily data since Nov 12, 2018, SPGBX's average daily return is +0.01%, while the average monthly return is +0.15%. At this rate, an investment would double in approximately 38.5 years.

Historically, 54% of months were positive and 46% were negative. The best month was Dec 2023 with a return of +5.0%, while the worst month was Sep 2022 at -3.3%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.

On a daily basis, SPGBX closed higher 44% of trading days. The best single day was Dec 29, 2023 with a return of +1.5%, while the worst single day was Jan 2, 2024 at -1.8%.

Symmetry Panoramic Global Fixed Income Fund has an annualized alpha of 1.66%, beta of 0.01, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since November 12, 2018.

• This fund participated in 15.44% of S&P 500 Index downside but only 10.22% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.01 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

SPGBX has an expense ratio of 0.43%, placing it in the medium range.

SPGBX ranks 23 for risk / return — below 23% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.

Symmetry Panoramic Global Fixed Income Fund provided a 3.69% dividend yield over the last twelve months, with an annual payout of $0.34 per share.

The table displays the monthly dividend distributions for Symmetry Panoramic Global Fixed Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Symmetry Panoramic Global Fixed Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Symmetry Panoramic Global Fixed Income Fund was 17.02%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Symmetry Panoramic Global Fixed Income Fund drawdown is 1.36%.

The chart below shows the rolling one-month volatility.