SPUBX vs. SEATX
SPUBX (Symmetry Panoramic US Fixed Income Fund) and SEATX (SEI Tax Exempt Trust Tax-Advantaged Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 5 years, SPUBX returned 0.23%/yr vs -0.13%/yr for SEATX. Their 0.49 correlation means their historical movements had little consistent relationship. SPUBX charges 0.45%/yr vs 0.86%/yr for SEATX.
Performance
SPUBX vs. SEATX - Performance Comparison
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Returns By Period
In the year-to-date period, SPUBX achieves a -0.96% return, which is significantly lower than SEATX's 1.08% return.
SPUBX
- 1D
- -0.64%
- 1M
- -1.48%
- 6M
- -1.07%
- YTD
- -0.96%
- 1Y
- 1.56%
- 3Y*
- 3.73%
- 5Y*
- 0.23%
- 10Y*
- —
- ALL TIME*
- 1.76%
SEATX
- 1D
- -0.11%
- 1M
- -2.20%
- 6M
- 0.34%
- YTD
- 1.08%
- 1Y
- 4.02%
- 3Y*
- 3.83%
- 5Y*
- -0.13%
- 10Y*
- 2.49%
- ALL TIME*
- 4.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SPUBX vs. SEATX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPUBX Symmetry Panoramic US Fixed Income Fund | -0.96% | 7.23% | 1.15% | 5.32% | -9.45% | -1.72% | 5.63% | 5.91% | 1.56% |
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 1.08% | 2.12% | 5.75% | 5.57% | -13.10% | 4.00% | 6.20% | 10.58% | 0.50% |
Correlation
The correlation between SPUBX and SEATX is 0.59, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.59 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2018 | 0.49 |
The correlation between SPUBX and SEATX shifts across timeframes, from 0.49 (all time) to 0.60 (3 years), reflecting how their relationship changes across market environments.
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Return for Risk
SPUBX vs. SEATX — Risk / Return Rank
SPUBX
SEATX
SPUBX vs. SEATX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic US Fixed Income Fund (SPUBX) and SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX). 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.
| SPUBX | SEATX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.82 | ||
| Sortino ratioReturn per unit of downside risk | -1.31 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.32 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.87 | 1.60 | -0.72 |
| Martin ratioReturn relative to average drawdown | 2.15 | 5.63 | -3.49 |
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Drawdowns
SPUBX vs. SEATX - Drawdown Comparison
The maximum SPUBX drawdown since its inception was -13.72%, smaller than the maximum SEATX drawdown of -28.46%. Use the drawdown chart below to compare losses from any high point for SPUBX and SEATX.
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Drawdown Indicators
| SPUBX | SEATX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.72% | -28.46% | +14.74% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -2.84% | +0.06% |
Max Drawdown (3Y)Largest decline over 3 years | -4.86% | -6.18% | +1.32% |
Max Drawdown (5Y)Largest decline over 5 years | -13.17% | -17.71% | +4.54% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.71% | — |
Current DrawdownCurrent decline from peak | -2.72% | -2.20% | -0.52% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -3.47% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.13% | 0.80% | +0.33% |
Volatility
SPUBX vs. SEATX - Volatility Comparison
Symmetry Panoramic US Fixed Income Fund (SPUBX) has a higher volatility of 1.12% compared to SEI Tax Exempt Trust Tax-Advantaged Income Fund (SEATX) at 0.91%. This indicates that SPUBX's price experiences larger fluctuations and is considered to be riskier than SEATX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUBX | SEATX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.12% | 0.91% | +0.21% |
Volatility (6M)Calculated over the trailing 6-month period | 2.93% | 2.48% | +0.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.73% | 3.10% | +0.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.78% | 4.31% | +0.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.14% | 4.57% | -0.43% |
SPUBX vs. SEATX - Expense Ratio Comparison
SPUBX has a 0.45% expense ratio, which is lower than SEATX's 0.86% expense ratio.
Dividends
SPUBX vs. SEATX - Dividend Comparison
SPUBX's dividend yield for the trailing twelve months is around 4.00%, less than SEATX's 4.45% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEATX SEI Tax Exempt Trust Tax-Advantaged Income Fund | 4.45% | 4.52% | 4.63% | 3.38% | 3.16% | 3.37% | 4.28% | 5.63% | 4.76% | 4.65% | 4.10% | 4.25% |
SPUBX Symmetry Panoramic US Fixed Income Fund | 4.00% | 4.31% | 4.57% | 2.52% | 1.61% | 1.16% | 1.82% | 2.14% | 0.16% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
SPUBX and SEATX have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPUBX has higher volatility (1.12%) compared to SEATX (0.91%). In terms of maximum drawdown, SPUBX dropped -13.72% vs SEATX's -28.46%.
SEATX currently has the higher Sharpe Ratio (1.48 vs 0.65), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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