Symmetry Panoramic Global Equity Fund (SPGEX)

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

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.

Symmetry Panoramic Global Equity Fund (SPGEX) has returned -1.82% so far this year and 17.77% over the past 12 months.

Based on dividend-adjusted daily data since Nov 12, 2018, SPGEX's average daily return is +0.04%, while the average monthly return is +0.91%. At this rate, your investment would double in approximately 6.4 years.

Historically, 64% of months were positive and 36% were negative. The best month was Nov 2020 with a return of +11.7%, while the worst month was Mar 2020 at -17.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SPGEX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +7.5%, while the worst single day was Mar 17, 2020 at -7.3%.

Symmetry Panoramic Global Equity Fund has an annualized alpha of 2.50%, beta of 0.64, and R² of 0.59 versus S&P 500 Index. Calculated based on daily prices since November 13, 2018.

• This fund participated in 93.41% of S&P 500 Index downside but only 86.63% of its upside — more exposed to losses than it benefited from rallies.
• This fund generated an annualized alpha of 2.50% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.64 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

SPGEX has an expense ratio of 0.56%, placing it in the medium range.

SPGEX ranks 62 for risk / return — better than 62% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Symmetry Panoramic Global Equity Fund (SPGEX) and compare them to a chosen benchmark (S&P 500 Index).

Symmetry Panoramic Global Equity Fund provided a 9.29% dividend yield over the last twelve months, with an annual payout of $1.25 per share.

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.

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 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 35.03%, occurring on Mar 20, 2020. Recovery took 166 trading sessions.

The current Symmetry Panoramic Global Equity Fund drawdown is 8.97%.

The chart below shows the rolling one-month volatility.