SPGBX vs. SPMFX
Compare and contrast key facts about Symmetry Panoramic Global Fixed Income Fund (SPGBX) and Symmetry Panoramic Municipal Fixed Income Fund (SPMFX).
SPGBX 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
SPGBX vs. SPMFX - Performance Comparison
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SPGBX vs. SPMFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPGBX Symmetry Panoramic Global Fixed Income Fund | -0.33% | 4.42% | 1.26% | 8.39% | -12.91% | -2.25% | 5.42% | 6.33% | 2.84% |
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, SPGBX achieves a -0.33% return, which is significantly higher than SPMFX's -0.38% return.
SPGBX
- 1D
- 0.11%
- 1M
- -1.73%
- YTD
- -0.33%
- 6M
- 0.21%
- 1Y
- 2.72%
- 3Y*
- 3.48%
- 5Y*
- -0.03%
- 10Y*
- —
SPMFX
- 1D
- 0.00%
- 1M
- -1.87%
- YTD
- -0.38%
- 6M
- 0.61%
- 1Y
- 2.72%
- 3Y*
- 2.22%
- 5Y*
- 0.96%
- 10Y*
- —
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SPGBX vs. SPMFX - Expense Ratio Comparison
SPGBX has a 0.43% expense ratio, which is higher than SPMFX's 0.41% expense ratio.
Return for Risk
SPGBX vs. SPMFX — Risk / Return Rank
SPGBX
SPMFX
SPGBX vs. SPMFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Global Fixed Income Fund (SPGBX) 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.
| SPGBX | SPMFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.07 | -0.05 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.34 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.26 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 1.31 | +0.02 |
Martin ratioReturn relative to average drawdown | 4.82 | 4.21 | +0.61 |
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
| SPGBX | SPMFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.07 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | 0.50 | -0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.66 | -0.29 |
Correlation
The correlation between SPGBX and SPMFX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
SPGBX vs. SPMFX - Dividend Comparison
SPGBX's dividend yield for the trailing twelve months is around 4.09%, more than SPMFX's 2.38% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPGBX Symmetry Panoramic Global Fixed Income Fund | 4.09% | 4.18% | 4.86% | 3.30% | 1.59% | 2.05% | 1.35% | 2.75% | 1.20% |
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
SPGBX vs. SPMFX - Drawdown Comparison
The maximum SPGBX drawdown since its inception was -17.02%, which is greater than SPMFX's maximum drawdown of -5.39%. Use the drawdown chart below to compare losses from any high point for SPGBX and SPMFX.
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Drawdown Indicators
| SPGBX | SPMFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.02% | -5.39% | -11.63% |
Max Drawdown (1Y)Largest decline over 1 year | -2.38% | -2.40% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -16.67% | -5.39% | -11.28% |
Current DrawdownCurrent decline from peak | -2.75% | -2.06% | -0.69% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -1.01% | -4.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.66% | 0.75% | -0.09% |
Volatility
SPGBX vs. SPMFX - Volatility Comparison
Symmetry Panoramic Global Fixed Income Fund (SPGBX) and Symmetry Panoramic Municipal Fixed Income Fund (SPMFX) have volatilities of 1.21% 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
| SPGBX | SPMFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.21% | 1.26% | -0.05% |
Volatility (6M)Calculated over the trailing 6-month period | 1.80% | 1.62% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.91% | 2.84% | +0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.74% | 1.91% | +2.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.33% | 1.91% | +2.42% |