Symmetry Panoramic International Equity Fund (SPILX)

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The chart shows the growth of an initial investment of $10,000 in Symmetry Panoramic International 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 International Equity Fund (SPILX) has returned -0.21% so far this year and 25.16% over the past 12 months.

Based on dividend-adjusted daily data since Nov 15, 2018, SPILX's average daily return is +0.04%, while the average monthly return is +0.79%. At this rate, your investment would double in approximately 7.3 years.

Historically, 61% of months were positive and 39% were negative. The best month was Nov 2022 with a return of +12.3%, while the worst month was Mar 2020 at -17.0%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 4 months.

On a daily basis, SPILX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +5.4%, while the worst single day was Mar 17, 2020 at -7.0%.

Symmetry Panoramic International Equity Fund has an annualized alpha of 2.90%, beta of 0.48, and R² of 0.39 versus S&P 500 Index. Calculated based on daily prices since November 16, 2018.

• This fund participated in 82.71% of S&P 500 Index downside but only 71.42% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.48 may look defensive, but with R² of 0.39 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 0.39 means the benchmark explains less than half of this fund's behavior — treat beta with caution or consider switching to a more representative benchmark.

SPILX has an expense ratio of 0.89%, placing it in the medium range.

SPILX ranks 83 for risk / return — in the top 83% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

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

Symmetry Panoramic International Equity Fund provided a 6.66% dividend yield over the last twelve months, with an annual payout of $0.97 per share.

The table displays the monthly dividend distributions for Symmetry Panoramic International 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 International 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 International Equity Fund was 34.53%, occurring on Mar 19, 2020. Recovery took 171 trading sessions.

The current Symmetry Panoramic International Equity Fund drawdown is 11.08%.

The chart below shows the rolling one-month volatility.