SPATX vs. CSQAX
Compare and contrast key facts about Symmetry Panoramic Alternatives Fund (SPATX) and Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX).
SPATX is managed by Symmetry Partners. It was launched on Nov 11, 2018. CSQAX is a passively managed fund by Credit Suisse that tracks the performance of the Credit Suisse Liquid Alternative Beta Index. It was launched on Mar 30, 2012.
Performance
SPATX vs. CSQAX - Performance Comparison
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SPATX vs. CSQAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPATX Symmetry Panoramic Alternatives Fund | 5.61% | 11.09% | 1.50% | 11.90% | 12.80% | 5.86% | 3.42% | -0.00% | 0.64% |
CSQAX Credit Suisse Multialternative Strategy Fund Class A Shares | 0.95% | 0.73% | 0.66% | 1.72% | 5.52% | 9.98% | 6.10% | 2.88% | -3.93% |
Returns By Period
In the year-to-date period, SPATX achieves a 5.61% return, which is significantly higher than CSQAX's 0.95% return.
SPATX
- 1D
- -0.08%
- 1M
- 1.80%
- YTD
- 5.61%
- 6M
- 7.78%
- 1Y
- 12.02%
- 3Y*
- 10.44%
- 5Y*
- 8.54%
- 10Y*
- —
CSQAX
- 1D
- -0.35%
- 1M
- -4.69%
- YTD
- 0.95%
- 6M
- 1.62%
- 1Y
- -1.45%
- 3Y*
- 2.50%
- 5Y*
- 2.91%
- 10Y*
- 3.09%
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SPATX vs. CSQAX - Expense Ratio Comparison
SPATX has a 0.50% expense ratio, which is lower than CSQAX's 1.74% expense ratio.
Return for Risk
SPATX vs. CSQAX — Risk / Return Rank
SPATX
CSQAX
SPATX vs. CSQAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Alternatives Fund (SPATX) and Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX). 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.
| SPATX | CSQAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.00 | -0.15 | +3.14 |
Sortino ratioReturn per unit of downside risk | 3.92 | -0.15 | +4.06 |
Omega ratioGain probability vs. loss probability | 1.66 | 0.98 | +0.68 |
Calmar ratioReturn relative to maximum drawdown | 3.88 | -0.24 | +4.12 |
Martin ratioReturn relative to average drawdown | 16.81 | -0.39 | +17.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SPATX | CSQAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.00 | -0.15 | +3.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.38 | 0.46 | +0.92 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.52 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.49 | +0.68 |
Correlation
The correlation between SPATX and CSQAX is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
SPATX vs. CSQAX - Dividend Comparison
SPATX's dividend yield for the trailing twelve months is around 2.88%, more than CSQAX's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPATX Symmetry Panoramic Alternatives Fund | 2.88% | 3.05% | 2.65% | 6.16% | 6.22% | 2.08% | 0.00% | 1.87% | 2.33% | 0.00% | 0.00% | 0.00% |
CSQAX Credit Suisse Multialternative Strategy Fund Class A Shares | 1.08% | 1.09% | 6.54% | 2.73% | 2.59% | 9.06% | 13.23% | 4.77% | 1.84% | 5.27% | 1.87% | 0.24% |
Drawdowns
SPATX vs. CSQAX - Drawdown Comparison
The maximum SPATX drawdown since its inception was -11.67%, which is greater than CSQAX's maximum drawdown of -8.37%. Use the drawdown chart below to compare losses from any high point for SPATX and CSQAX.
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Drawdown Indicators
| SPATX | CSQAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.67% | -8.37% | -3.30% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -5.05% | +1.88% |
Max Drawdown (5Y)Largest decline over 5 years | -5.89% | -7.28% | +1.39% |
Max Drawdown (10Y)Largest decline over 10 years | — | -8.37% | — |
Current DrawdownCurrent decline from peak | -0.08% | -4.69% | +4.61% |
Average DrawdownAverage peak-to-trough decline | -1.73% | -2.07% | +0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 3.16% | -2.43% |
Volatility
SPATX vs. CSQAX - Volatility Comparison
The current volatility for Symmetry Panoramic Alternatives Fund (SPATX) is 1.26%, while Credit Suisse Multialternative Strategy Fund Class A Shares (CSQAX) has a volatility of 3.03%. This indicates that SPATX experiences smaller price fluctuations and is considered to be less risky than CSQAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPATX | CSQAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 3.03% | -1.77% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 5.78% | -3.25% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 7.60% | -3.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.23% | 6.33% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.08% | 5.98% | +0.10% |