SPATX vs. SPMFX
Compare and contrast key facts about Symmetry Panoramic Alternatives Fund (SPATX) and Symmetry Panoramic Municipal Fixed Income Fund (SPMFX).
SPATX is managed by Symmetry Partners. It was launched on Nov 11, 2018. SPMFX is managed by Symmetry Partners. It was launched on Nov 11, 2018.
Performance
SPATX vs. SPMFX - Performance Comparison
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SPATX vs. SPMFX - 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% |
SPMFX Symmetry Panoramic Municipal Fixed Income Fund | -0.38% | 3.23% | 1.81% | 3.41% | -3.04% | -0.31% | 1.47% | 2.31% | 0.88% |
Returns By Period
In the year-to-date period, SPATX achieves a 5.61% return, which is significantly higher than SPMFX's -0.38% return.
SPATX
- 1D
- -0.08%
- 1M
- 1.80%
- YTD
- 5.61%
- 6M
- 7.78%
- 1Y
- 12.02%
- 3Y*
- 10.44%
- 5Y*
- 8.54%
- 10Y*
- —
SPMFX
- 1D
- 0.20%
- 1M
- -2.06%
- YTD
- -0.38%
- 6M
- 0.71%
- 1Y
- 3.03%
- 3Y*
- 2.22%
- 5Y*
- 0.98%
- 10Y*
- —
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SPATX vs. SPMFX - Expense Ratio Comparison
SPATX has a 0.50% expense ratio, which is higher than SPMFX's 0.41% expense ratio.
Return for Risk
SPATX vs. SPMFX — Risk / Return Rank
SPATX
SPMFX
SPATX vs. SPMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Alternatives Fund (SPATX) and Symmetry Panoramic Municipal Fixed Income Fund (SPMFX). 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 | SPMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.00 | 1.12 | +1.88 |
Sortino ratioReturn per unit of downside risk | 3.92 | 1.40 | +2.52 |
Omega ratioGain probability vs. loss probability | 1.66 | 1.28 | +0.38 |
Calmar ratioReturn relative to maximum drawdown | 3.88 | 1.44 | +2.43 |
Martin ratioReturn relative to average drawdown | 16.81 | 4.70 | +12.11 |
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 | SPMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.00 | 1.12 | +1.88 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.38 | 0.51 | +0.86 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.17 | 0.66 | +0.51 |
Correlation
The correlation between SPATX and SPMFX is -0.17. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
SPATX vs. SPMFX - Dividend Comparison
SPATX's dividend yield for the trailing twelve months is around 2.88%, more than SPMFX's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPATX Symmetry Panoramic Alternatives Fund | 2.88% | 3.05% | 2.65% | 6.16% | 6.22% | 2.08% | 0.00% | 1.87% | 2.33% |
SPMFX Symmetry Panoramic Municipal Fixed Income Fund | 2.38% | 2.05% | 2.50% | 1.52% | 0.59% | 0.27% | 0.68% | 1.00% | 0.08% |
Drawdowns
SPATX vs. SPMFX - Drawdown Comparison
The maximum SPATX drawdown since its inception was -11.67%, which is greater than SPMFX's maximum drawdown of -5.39%. Use the drawdown chart below to compare losses from any high point for SPATX and SPMFX.
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Drawdown Indicators
| SPATX | SPMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.67% | -5.39% | -6.28% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -2.40% | -0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -5.89% | -5.39% | -0.50% |
Current DrawdownCurrent decline from peak | -0.08% | -2.06% | +1.98% |
Average DrawdownAverage peak-to-trough decline | -1.73% | -1.01% | -0.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.73% | 0.74% | -0.01% |
Volatility
SPATX vs. SPMFX - Volatility Comparison
Symmetry Panoramic Alternatives Fund (SPATX) and Symmetry Panoramic Municipal Fixed Income Fund (SPMFX) have volatilities of 1.26% and 1.26%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPATX | SPMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.26% | 1.26% | 0.00% |
Volatility (6M)Calculated over the trailing 6-month period | 2.53% | 1.62% | +0.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.13% | 2.85% | +1.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.23% | 1.91% | +4.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.08% | 1.91% | +4.17% |