DYMIX vs. SPATX
DYMIX (Dynamic Alpha Macro Fund Institutional) and SPATX (Symmetry Panoramic Alternatives Fund) are both Multistrategy funds. Over the past year, DYMIX returned 22.35% vs 14.44% for SPATX. Their -0.06 correlation means they have often moved in opposite directions in the past. DYMIX charges 1.98%/yr vs 0.50%/yr for SPATX.
Performance
DYMIX vs. SPATX - Performance Comparison
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Returns By Period
In the year-to-date period, DYMIX achieves a 2.86% return, which is significantly lower than SPATX's 8.62% return.
DYMIX
- 1D
- 0.64%
- 1M
- -0.71%
- 6M
- -10.11%
- YTD
- 2.86%
- 1Y
- 22.35%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 21.03%
SPATX
- 1D
- 0.07%
- 1M
- 1.98%
- 6M
- 6.88%
- YTD
- 8.62%
- 1Y
- 14.44%
- 3Y*
- 10.48%
- 5Y*
- 9.28%
- 10Y*
- —
- ALL TIME*
- 7.15%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
DYMIX vs. SPATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | |
|---|---|---|---|---|
DYMIX Dynamic Alpha Macro Fund Institutional | 2.86% | 25.51% | 18.38% | 11.33% |
SPATX Symmetry Panoramic Alternatives Fund | 8.62% | 11.09% | 1.50% | 5.20% |
Correlation
The correlation between DYMIX and SPATX is -0.10, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.10 |
Correlation (All Time) Calculated using the full available price history since Oct 17, 2023 | -0.06 |
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Return for Risk
DYMIX vs. SPATX — Risk / Return Rank
DYMIX
SPATX
DYMIX vs. SPATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dynamic Alpha Macro Fund Institutional (DYMIX) and Symmetry Panoramic Alternatives Fund (SPATX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DYMIX | SPATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.35 | ||
| Sortino ratioReturn per unit of downside risk | -3.67 | ||
| Omega ratioGain probability vs. loss probability | 1.22 | 1.70 | -0.49 |
| Calmar ratioReturn relative to maximum drawdown | 1.32 | 7.16 | -5.83 |
| Martin ratioReturn relative to average drawdown | 2.52 | 24.71 | -22.19 |
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Drawdowns
DYMIX vs. SPATX - Drawdown Comparison
The maximum DYMIX drawdown since its inception was -13.88%, which is greater than SPATX's maximum drawdown of -11.67%. Use the drawdown chart below to compare losses from any high point for DYMIX and SPATX.
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Drawdown Indicators
| DYMIX | SPATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.88% | -11.67% | -2.21% |
Max Drawdown (1Y)Largest decline over 1 year | -13.88% | -1.95% | -11.93% |
Max Drawdown (3Y)Largest decline over 3 years | — | -5.89% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -5.89% | — |
Current DrawdownCurrent decline from peak | -13.33% | -0.52% | -12.81% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -1.68% | -2.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.30% | 0.56% | +6.74% |
Volatility
DYMIX vs. SPATX - Volatility Comparison
Dynamic Alpha Macro Fund Institutional (DYMIX) has a higher volatility of 2.55% compared to Symmetry Panoramic Alternatives Fund (SPATX) at 1.16%. This indicates that DYMIX's price experiences larger fluctuations and is considered to be riskier than SPATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DYMIX | SPATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.55% | 1.16% | +1.39% |
Volatility (6M)Calculated over the trailing 6-month period | 8.52% | 3.11% | +5.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.43% | 3.94% | +11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 6.25% | +8.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.26% | 6.02% | +8.24% |
DYMIX vs. SPATX - Expense Ratio Comparison
DYMIX has a 1.98% expense ratio, which is higher than SPATX's 0.50% expense ratio.
Dividends
DYMIX vs. SPATX - Dividend Comparison
DYMIX's dividend yield for the trailing twelve months is around 6.63%, more than SPATX's 2.80% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
DYMIX Dynamic Alpha Macro Fund Institutional | 6.63% | 6.82% | 7.12% | 0.42% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPATX Symmetry Panoramic Alternatives Fund | 2.80% | 3.05% | 2.65% | 6.16% | 6.22% | 2.08% | 0.00% | 1.87% | 2.33% |
Frequently Asked Questions
DYMIX and SPATX have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DYMIX has higher volatility (2.55%) compared to SPATX (1.16%). In terms of maximum drawdown, DYMIX dropped -13.88% vs SPATX's -11.67%.
SPATX currently has the higher Sharpe Ratio (3.55 vs 1.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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