SPGBX vs. VTIIX
Compare and contrast key facts about Symmetry Panoramic Global Fixed Income Fund (SPGBX) and Vanguard Total International Bond II Index Fund Investor Class (VTIIX).
SPGBX is managed by Symmetry Partners. It was launched on Nov 11, 2018. VTIIX is a passively managed fund by Vanguard that tracks the performance of the Bloomberg Global Aggregate ex-USD Float Adjusted RIC Capped Index Hedged. It was launched on Feb 17, 2021.
Performance
SPGBX vs. VTIIX - Performance Comparison
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SPGBX vs. VTIIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SPGBX Symmetry Panoramic Global Fixed Income Fund | -0.44% | 4.42% | 1.26% | 8.39% | -12.91% | -0.20% |
VTIIX Vanguard Total International Bond II Index Fund Investor Class | -0.72% | 2.95% | 3.82% | 8.72% | -13.03% | -0.52% |
Returns By Period
In the year-to-date period, SPGBX achieves a -0.44% return, which is significantly higher than VTIIX's -0.72% return.
SPGBX
- 1D
- 0.33%
- 1M
- -2.05%
- YTD
- -0.44%
- 6M
- 0.10%
- 1Y
- 2.84%
- 3Y*
- 3.44%
- 5Y*
- 0.01%
- 10Y*
- —
VTIIX
- 1D
- 0.35%
- 1M
- -2.60%
- YTD
- -0.72%
- 6M
- -0.24%
- 1Y
- 2.40%
- 3Y*
- 3.68%
- 5Y*
- 0.08%
- 10Y*
- —
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SPGBX vs. VTIIX - Expense Ratio Comparison
SPGBX has a 0.43% expense ratio, which is higher than VTIIX's 0.11% expense ratio.
Return for Risk
SPGBX vs. VTIIX — Risk / Return Rank
SPGBX
VTIIX
SPGBX vs. VTIIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic Global Fixed Income Fund (SPGBX) and Vanguard Total International Bond II Index Fund Investor Class (VTIIX). 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 | VTIIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.75 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.48 | 1.06 | +0.42 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.14 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 0.89 | +0.53 |
Martin ratioReturn relative to average drawdown | 5.25 | 3.81 | +1.44 |
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 | VTIIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.75 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.02 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | -0.01 | +0.37 |
Correlation
The correlation between SPGBX and VTIIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
SPGBX vs. VTIIX - Dividend Comparison
SPGBX's dividend yield for the trailing twelve months is around 4.10%, which matches VTIIX's 4.07% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPGBX Symmetry Panoramic Global Fixed Income Fund | 4.10% | 4.18% | 4.86% | 3.30% | 1.59% | 2.05% | 1.35% | 2.75% | 1.20% |
VTIIX Vanguard Total International Bond II Index Fund Investor Class | 4.07% | 4.21% | 4.46% | 4.16% | 0.89% | 0.58% | 0.00% | 0.00% | 0.00% |
Drawdowns
SPGBX vs. VTIIX - Drawdown Comparison
The maximum SPGBX drawdown since its inception was -17.02%, which is greater than VTIIX's maximum drawdown of -15.95%. Use the drawdown chart below to compare losses from any high point for SPGBX and VTIIX.
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Drawdown Indicators
| SPGBX | VTIIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -17.02% | -15.95% | -1.07% |
Max Drawdown (1Y)Largest decline over 1 year | -2.38% | -2.94% | +0.56% |
Max Drawdown (5Y)Largest decline over 5 years | -16.67% | -15.95% | -0.72% |
Current DrawdownCurrent decline from peak | -2.86% | -2.60% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -5.41% | -6.19% | +0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.65% | 0.69% | -0.04% |
Volatility
SPGBX vs. VTIIX - Volatility Comparison
The current volatility for Symmetry Panoramic Global Fixed Income Fund (SPGBX) is 1.20%, while Vanguard Total International Bond II Index Fund Investor Class (VTIIX) has a volatility of 1.50%. This indicates that SPGBX experiences smaller price fluctuations and is considered to be less risky than VTIIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPGBX | VTIIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.20% | 1.50% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 1.79% | 2.13% | -0.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.92% | 3.20% | -0.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.74% | 4.47% | +0.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.33% | 4.45% | -0.12% |