MNRMX vs. SPUSX
MNRMX (Manor Fund) and SPUSX (Symmetry Panoramic US Equity Fund) are both Large Cap Blend Equities funds. Over the past 5 years, MNRMX returned 11.19%/yr vs 11.10%/yr for SPUSX. Their correlation of 0.89 means they have usually moved in the same direction. MNRMX charges 1.25%/yr vs 0.64%/yr for SPUSX.
Performance
MNRMX vs. SPUSX - Performance Comparison
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Returns By Period
In the year-to-date period, MNRMX achieves a 14.14% return, which is significantly higher than SPUSX's 13.09% return.
MNRMX
- 1D
- 2.93%
- 1M
- -4.61%
- 6M
- 12.04%
- YTD
- 14.14%
- 1Y
- 29.47%
- 3Y*
- 17.05%
- 5Y*
- 11.19%
- 10Y*
- 11.39%
- ALL TIME*
- 8.27%
SPUSX
- 1D
- 1.23%
- 1M
- -0.12%
- 6M
- 9.92%
- YTD
- 13.09%
- 1Y
- 22.25%
- 3Y*
- 17.27%
- 5Y*
- 11.10%
- 10Y*
- —
- ALL TIME*
- 12.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
MNRMX Manor Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
MNRMX vs. SPUSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
MNRMX Manor Fund | 14.14% | 20.62% | 12.32% | 13.77% | -10.73% | 29.52% | 5.94% | 31.64% | -10.08% |
SPUSX Symmetry Panoramic US Equity Fund | 13.09% | 13.14% | 17.83% | 19.93% | -13.24% | 28.30% | 8.97% | 27.57% | -9.00% |
Correlation
The correlation between MNRMX and SPUSX is 0.86, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.86 |
Correlation (3Y) Balances recent behavior with more history. | 0.87 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.91 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2018 | 0.89 |
The correlation between MNRMX and SPUSX has been stable across timeframes, ranging from 0.86 to 0.91 - a consistent structural relationship.
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Return for Risk
MNRMX vs. SPUSX — Risk / Return Rank
MNRMX
SPUSX
MNRMX vs. SPUSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Manor Fund (MNRMX) and Symmetry Panoramic US Equity Fund (SPUSX). 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.
| MNRMX | SPUSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | -0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.72 | 2.49 | +0.23 |
| Martin ratioReturn relative to average drawdown | 11.99 | 10.66 | +1.33 |
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Drawdowns
MNRMX vs. SPUSX - Drawdown Comparison
The maximum MNRMX drawdown since its inception was -78.38%, which is greater than SPUSX's maximum drawdown of -36.46%. Use the drawdown chart below to compare losses from any high point for MNRMX and SPUSX.
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Drawdown Indicators
| MNRMX | SPUSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.38% | -36.46% | -41.92% |
Max Drawdown (1Y)Largest decline over 1 year | -9.99% | -8.14% | -1.85% |
Max Drawdown (3Y)Largest decline over 3 years | -78.38% | -20.15% | -58.23% |
Max Drawdown (5Y)Largest decline over 5 years | -78.38% | -21.72% | -56.66% |
Max Drawdown (10Y)Largest decline over 10 years | -78.38% | — | — |
Current DrawdownCurrent decline from peak | -64.42% | -1.14% | -63.28% |
Average DrawdownAverage peak-to-trough decline | -12.90% | -5.16% | -7.74% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.27% | 1.90% | +0.37% |
Volatility
MNRMX vs. SPUSX - Volatility Comparison
Manor Fund (MNRMX) has a higher volatility of 6.24% compared to Symmetry Panoramic US Equity Fund (SPUSX) at 2.93%. This indicates that MNRMX's price experiences larger fluctuations and is considered to be riskier than SPUSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MNRMX | SPUSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.24% | 2.93% | +3.31% |
Volatility (6M)Calculated over the trailing 6-month period | 14.07% | 9.52% | +4.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.79% | 12.45% | +4.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 127.28% | 16.63% | +110.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 91.12% | 18.99% | +72.13% |
MNRMX vs. SPUSX - Expense Ratio Comparison
MNRMX has a 1.25% expense ratio, which is higher than SPUSX's 0.64% expense ratio.
Dividends
MNRMX vs. SPUSX - Dividend Comparison
MNRMX's dividend yield for the trailing twelve months is around 7.27%, more than SPUSX's 5.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MNRMX Manor Fund | 7.27% | 8.30% | 0.00% | 1.00% | 4.66% | 3.46% | 1.77% | 1.14% | 4.92% | 1.03% | 10.51% | 5.71% |
SPUSX Symmetry Panoramic US Equity Fund | 5.56% | 6.29% | 15.88% | 4.05% | 3.88% | 6.99% | 1.11% | 1.99% | 0.44% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
MNRMX and SPUSX have a correlation of 0.86, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MNRMX has higher volatility (6.24%) compared to SPUSX (2.93%). In terms of maximum drawdown, MNRMX dropped -78.38% vs SPUSX's -36.46%.
SPUSX currently has the higher Sharpe Ratio (1.63 vs 1.62), 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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