Symmetry Panoramic Global Equity Fund (SPGEX)
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in equity securities of U.S. and foreign companies. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds (ETFs) (collectively, underlying funds). The fund may also invest in U.S. and foreign real estate investment trusts (REITs).
Fund Info
US87190B3006
Nov 11, 2018
$1,000
Large-Cap
Blend
Expense Ratio
SPGEX features an expense ratio of 0.56%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Symmetry Panoramic Global Equity Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Symmetry Panoramic Global Equity Fund had a return of 5.50% year-to-date (YTD) and 2.15% in the last 12 months.
SPGEX
5.50%
3.12%
-7.72%
2.15%
5.20%
N/A
^GSPC (Benchmark)
4.46%
2.46%
9.31%
23.49%
13.03%
11.31%
Monthly Returns
The table below presents the monthly returns of SPGEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.51% | 5.50% | |||||||||||
| 2024 | -2.51% | 4.75% | 3.94% | -3.93% | 4.17% | 0.43% | 3.27% | 1.79% | 1.76% | -2.13% | 5.03% | -17.34% | -3.03% |
| 2023 | 6.09% | -3.11% | 0.85% | 1.09% | -3.07% | 5.99% | 3.80% | -2.65% | -3.60% | -3.32% | 8.23% | 6.77% | 17.17% |
| 2022 | -4.11% | -1.50% | 1.53% | -6.62% | 1.13% | -8.84% | 6.47% | -3.28% | -9.25% | 7.39% | 7.84% | -5.47% | -15.56% |
| 2021 | 0.00% | 3.24% | 3.94% | 3.87% | 2.16% | 0.29% | 0.58% | 2.24% | -3.67% | 4.40% | -2.46% | 1.29% | 16.67% |
| 2020 | -2.49% | -8.15% | -17.25% | 10.84% | 4.46% | 2.71% | 4.56% | 4.65% | -2.41% | -1.42% | 11.74% | 5.04% | 8.90% |
| 2019 | 8.47% | 2.47% | 0.39% | 2.59% | -5.43% | 5.94% | -0.19% | -2.34% | 2.40% | 2.25% | 1.74% | 2.79% | 22.40% |
| 2018 | 1.00% | -7.01% | -6.08% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SPGEX is 9, meaning it’s performing worse than 91% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Symmetry Panoramic Global Equity Fund (SPGEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Symmetry Panoramic Global Equity Fund provided a 1.75% dividend yield over the last twelve months, with an annual payout of $0.23 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|
| Dividend | $0.23 | $0.23 | $0.30 | $0.20 | $0.20 | $0.16 | $0.21 | $0.06 |
Dividend yield | 1.75% | 1.84% | 2.26% | 1.77% | 1.44% | 1.29% | 1.86% | 0.66% |
Monthly Dividends
The table displays the monthly dividend distributions for Symmetry Panoramic Global Equity Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.23 | $0.23 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.30 | $0.30 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2020 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.15 | $0.16 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.21 | $0.21 |
| 2018 | $0.06 | $0.06 |
Drawdowns
Drawdowns Chart
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Symmetry Panoramic Global Equity 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 Equity Fund was 36.89%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
The current Symmetry Panoramic Global Equity Fund drawdown is 13.13%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -36.89% | Jan 21, 2020 | 44 | Mar 23, 2020 | 165 | Nov 13, 2020 | 209 |
| -25.53% | Nov 17, 2021 | 219 | Sep 30, 2022 | 368 | Mar 20, 2024 | 587 |
| -18.32% | Dec 5, 2024 | 24 | Jan 10, 2025 | — | — | — |
| -12.24% | Dec 4, 2018 | 14 | Dec 24, 2018 | 27 | Feb 4, 2019 | 41 |
| -7.77% | Jul 17, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
Volatility
Volatility Chart
The current Symmetry Panoramic Global Equity Fund volatility is 2.94%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.