SPILX vs. ANDIX

Last updated Jun 23, 2026

SPILX (Symmetry Panoramic International Equity Fund) and ANDIX (AQR International Defensive Style Fund) are both Foreign Large Cap Equities funds. Their correlation of 0.85 suggests significant overlap in exposure. SPILX charges 0.89%/yr vs 0.55%/yr for ANDIX.

Performance

SPILX vs. ANDIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Symmetry Panoramic International Equity Fund (SPILX) and AQR International Defensive Style Fund (ANDIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SPILX

• 1D: 1.30%
• 1M: 3.58%
• YTD: 17.38%
• 6M: 17.89%
• 1Y: 34.91%
• 3Y*: 19.77%
• 5Y*: 9.91%
• 10Y*: —

ANDIX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SPILX vs. ANDIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
SPILX Symmetry Panoramic International Equity Fund	17.38%	33.04%	1.61%	18.25%	-15.29%	9.49%	8.30%	16.76%	-2.40%
ANDIX AQR International Defensive Style Fund	5.63%	21.41%	2.83%	12.06%	-14.26%	7.59%	8.43%	18.39%	-3.14%

Correlation

The correlation between SPILX and ANDIX is 0.76, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.76
Correlation (3Y) Calculated over the trailing 3-year period	0.84
Correlation (5Y) Calculated over the trailing 5-year period	0.88
Correlation (All Time) Calculated using the full available price history since Nov 15, 2018	0.85

The correlation between SPILX and ANDIX shifts across timeframes, from 0.76 (1 year) to 0.88 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

SPILX vs. ANDIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SPILX

SPILX Risk / Return Rank: 69
SPILX Sharpe Ratio Rank: 74
SPILX Sortino Ratio Rank: 65
SPILX Omega Ratio Rank: 73
SPILX Calmar Ratio Rank: 70
SPILX Martin Ratio Rank: 65

ANDIX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SPILX vs. ANDIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic International Equity Fund (SPILX) and AQR International Defensive Style Fund (ANDIX). 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.

	SPILX	ANDIX	Difference
Sharpe ratio: Return per unit of total volatility	2.30	—	—
Sortino ratio: Return per unit of downside risk	3.07	—	—
Omega ratio: Gain probability vs. loss probability	1.44	—	—
Calmar ratio: Return relative to maximum drawdown	3.09	—	—
Martin ratio: Return relative to average drawdown	11.99	—	—

Drawdowns

Drawdown Indicators

	SPILX	ANDIX	Difference
Max Drawdown Largest peak-to-trough decline	-34.53%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-11.08%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-12.90%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-27.71%	—	—
Current Drawdown Current decline from peak	0.00%	—	—
Average Drawdown Average peak-to-trough decline	-6.35%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	2.84%	—	—

Volatility

Volatility by Period

	SPILX	ANDIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.62%	—	—
Volatility (6M) Calculated over the trailing 6-month period	13.10%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	14.87%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	14.65%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.51%	—	—

SPILX vs. ANDIX - Expense Ratio Comparison

SPILX has a 0.89% expense ratio, which is higher than ANDIX's 0.55% expense ratio.

Dividends

SPILX vs. ANDIX - Dividend Comparison

SPILX's dividend yield for the trailing twelve months is around 5.66%, less than ANDIX's 70.16% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ANDIX AQR International Defensive Style Fund	70.16%	4.74%	2.29%	3.02%	2.00%	2.53%	1.73%	2.51%	2.40%	3.30%	1.47%	2.09%
SPILX Symmetry Panoramic International Equity Fund	5.66%	6.64%	3.44%	3.50%	2.45%	2.36%	1.22%	2.96%	1.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both SPILX and ANDIX in my portfolio?

SPILX and ANDIX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.