Symmetry Panoramic US Fixed Income Fund (SPUBX) Alternatives
Symmetry Panoramic US Fixed Income Fund (SPUBX) belongs to the Intermediate Core-Plus Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SPUBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to SPUBX
SPUBX charges 0.45% annually. Among mutual funds in the Intermediate Core-Plus Bond category, these options have the lowest expense ratios among SPUBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Mercer Core Fixed Income Fund | 0.16% | Aug 15, 2005 | SPUBX vs MCFIX | |
| State Street Income Fund | 0.20% | Jan 2, 1980 | SPUBX vs SSASX | |
| Elfun Income Fund | 0.29% | Dec 31, 1984 | SPUBX vs EINFX | |
| TIAA-CREF Core Bond Fund | 0.29% | Jul 1, 1999 | SPUBX vs TIBDX | |
| Baird Core Plus Bond Fund | 0.30% | Sep 29, 2000 | SPUBX vs BCOIX |
Best Risk-Adjusted Alternatives to SPUBX
Among mutual funds in the Intermediate Core-Plus Bond category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | 99 | Jul 6, 2016 | SPUBX vs HOBIX | |
| AAMA Income Fund | 98 | Jun 30, 2017 | SPUBX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 94 | Jul 30, 2010 | SPUBX vs LCTRX | |
| Archer Income Fund | 87 | Mar 11, 2011 | SPUBX vs ARINX | |
| MassMutual Diversified Bond Fund | 80 | May 3, 1999 | SPUBX vs MDVAX |
Top Performing SPUBX Alternatives (YTD)
SPUBX alternatives from the Intermediate Core-Plus Bond category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Nuveen Core Plus Impact Fund | 3.03% | Apr 28, 2021 | SPUBX vs NPCT | |
| GMO Multi-Sector Fixed Income Fund | 0.96% | Apr 30, 1997 | SPUBX vs GUGAX | |
| Putnam Mortgage Securities Fund | 0.88% | Feb 8, 1984 | SPUBX vs PGSIX | |
| Holbrook Income Fund Class I | 0.82% | Jul 6, 2016 | SPUBX vs HOBIX | |
| TCW Total Return Bond Fund | 0.57% | Jun 17, 1993 | SPUBX vs TGLMX |
Lowest Volatility Alternatives to SPUBX
SPUBX alternatives from the Intermediate Core-Plus Bond category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| AAMA Income Fund | 0.98% | Jun 30, 2017 | SPUBX vs AMFIX | |
| Archer Income Fund | 1.85% | Mar 11, 2011 | SPUBX vs ARINX | |
| Leader Capital High Quality Floating Rate Fund Inv... | 1.90% | Jul 30, 2010 | SPUBX vs LCTRX | |
| Holbrook Income Fund Class I | 2.09% | Jul 6, 2016 | SPUBX vs HOBIX | |
| TIAA-CREF Green Bond Fund | 3.36% | Nov 16, 2018 | SPUBX vs TGRNX |
Lowest Drawdown Alternatives to SPUBX
SPUBX alternatives from the Intermediate Core-Plus Bond category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Holbrook Income Fund Class I | -0.72% | Jul 6, 2016 | SPUBX vs HOBIX | |
| AAMA Income Fund | -0.74% | Jun 30, 2017 | SPUBX vs AMFIX | |
| Leader Capital High Quality Floating Rate Fund Inv... | -1.17% | Jul 30, 2010 | SPUBX vs LCTRX | |
| Archer Income Fund | -1.63% | Mar 11, 2011 | SPUBX vs ARINX | |
| Metropolitan West Investment Grade Credit Fund | -2.35% | Jun 29, 2018 | SPUBX vs MWIGX |
Other Mutual Funds from Symmetry Partners
Most popular Symmetry Partners mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Symmetry Panoramic US Equity Fund | Large Cap Blend Equities | 41 | -3.27% | Nov 12, 2018 | SPUBX vs SPUSX | |
| Symmetry Panoramic Alternatives Fund | Multistrategy | 97 | 5.61% | Nov 11, 2018 | SPUBX vs SPATX | |
| Symmetry Panoramic International Equity Fund | Foreign Large Cap Equities | 83 | -0.21% | Nov 12, 2018 | SPUBX vs SPILX | |
| Symmetry Panoramic Global Fixed Income Fund | Global Bonds | 53 | -0.44% | Nov 11, 2018 | SPUBX vs SPGBX | |
| Symmetry Panoramic Global Equity Fund | Global Equities | 62 | -1.82% | Nov 11, 2018 | SPUBX vs SPGEX | |
| Symmetry Panoramic Municipal Fixed Income Fund | Municipal Bonds | 57 | -0.38% | Nov 11, 2018 | SPUBX vs SPMFX |
Often Compared With SPUBX
What investors most often compare with SPUBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Ancora Income Fund | Intermediate Core-Plus Bond | 21 | -0.31% | Jan 5, 2004 | SPUBX vs AAIIX | |
| VY BrandywineGLOBAL - Bond Portfolio | Intermediate Core-Plus Bond | 68 | 0.21% | Feb 20, 2015 | SPUBX vs VGSBX | |
| Brandes Core Plus Fixed Income Fund | Intermediate Core-Plus Bond | 53 | -0.55% | Dec 28, 2007 | SPUBX vs BCPIX |
Compare SPUBX with Any Fund or Stock
Compare SPUBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.