Symmetry Panoramic US Equity Fund (SPUSX)

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The chart shows the growth of an initial investment of $10,000 in Symmetry Panoramic US 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 US Equity Fund (SPUSX) has returned -3.27% so far this year and 13.88% over the past 12 months.

Based on dividend-adjusted daily data since Nov 12, 2018, SPUSX's average daily return is +0.05%, while the average monthly return is +1.01%. At this rate, your investment would double in approximately 5.7 years.

Historically, 65% of months were positive and 35% were negative. The best month was Apr 2020 with a return of +12.7%, while the worst month was Mar 2020 at -17.7%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 3 months.

On a daily basis, SPUSX closed higher 52% of trading days. The best single day was Apr 9, 2025 with a return of +8.8%, while the worst single day was Mar 13, 2020 at -10.0%.

Symmetry Panoramic US Equity Fund has an annualized alpha of 3.33%, beta of 0.69, and R² of 0.51 versus S&P 500 Index. Calculated based on daily prices since November 13, 2018.

• This fund generated an annualized alpha of 3.33% versus S&P 500 Index — delivering returns beyond what market exposure alone would predict.
• Beta of 0.69 indicates this fund moves significantly less than S&P 500 Index — a genuinely defensive profile with reduced participation in both market rallies and downturns.

SPUSX has an expense ratio of 0.64%, placing it in the medium range.

SPUSX ranks 39 for risk / return — below 39% 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.

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

Symmetry Panoramic US Equity Fund provided a 6.50% dividend yield over the last twelve months, with an annual payout of $0.96 per share.

The table displays the monthly dividend distributions for Symmetry Panoramic US 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 US 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 US Equity Fund was 36.46%, occurring on Mar 20, 2020. Recovery took 166 trading sessions.

The current Symmetry Panoramic US Equity Fund drawdown is 8.14%.

The chart below shows the rolling one-month volatility.