SPUBX vs. SPGEX
SPUBX (Symmetry Panoramic US Fixed Income Fund) and SPGEX (Symmetry Panoramic Global Equity Fund) are both mutual funds - SPUBX is a Intermediate Core-Plus Bond fund managed by Symmetry Partners, while SPGEX is a Global Equities fund managed by Symmetry Partners. Over the past 5 years, SPUBX returned 0.35%/yr vs 10.30%/yr for SPGEX. Their 0.10 correlation means their historical movements had little consistent relationship. SPUBX charges 0.45%/yr vs 0.56%/yr for SPGEX.
Performance
SPUBX vs. SPGEX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SPUBX achieves a -0.33% return, which is significantly lower than SPGEX's 13.96% return.
SPUBX
- 1D
- 0.11%
- 1M
- -0.84%
- 6M
- -0.54%
- YTD
- -0.33%
- 1Y
- 2.22%
- 3Y*
- 3.84%
- 5Y*
- 0.35%
- 10Y*
- —
- ALL TIME*
- 1.84%
SPGEX
- 1D
- 2.02%
- 1M
- 0.00%
- 6M
- 9.43%
- YTD
- 13.96%
- 1Y
- 24.74%
- 3Y*
- 17.38%
- 5Y*
- 10.30%
- 10Y*
- —
- ALL TIME*
- 11.75%
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. SPGEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPUBX Symmetry Panoramic US Fixed Income Fund | -0.33% | 7.23% | 1.15% | 5.32% | -9.45% | -1.72% | 5.63% | 5.91% | 1.56% |
SPGEX Symmetry Panoramic Global Equity Fund | 13.96% | 19.76% | 11.36% | 18.90% | -14.00% | 20.68% | 8.79% | 22.96% | -6.07% |
Correlation
The correlation between SPUBX and SPGEX is 0.39, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.39 |
Correlation (3Y) Balances recent behavior with more history. | 0.28 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2018 | 0.10 |
Over the past year, SPUBX and SPGEX have become more correlated (0.39) than their long-term average of 0.10, meaning their price movements have been converging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SPUBX vs. SPGEX — Risk / Return Rank
SPUBX
SPGEX
SPUBX vs. SPGEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic US Fixed Income Fund (SPUBX) and Symmetry Panoramic Global Equity Fund (SPGEX). 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 | SPGEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.91 | ||
| Sortino ratioReturn per unit of downside risk | -1.25 | ||
| Omega ratioGain probability vs. loss probability | 1.15 | 1.32 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 1.09 | 2.55 | -1.46 |
| Martin ratioReturn relative to average drawdown | 2.71 | 10.70 | -8.00 |
Loading charts...
Drawdowns
SPUBX vs. SPGEX - Drawdown Comparison
The maximum SPUBX drawdown since its inception was -13.72%, smaller than the maximum SPGEX drawdown of -35.03%. Use the drawdown chart below to compare losses from any high point for SPUBX and SPGEX.
Loading charts...
Drawdown Indicators
| SPUBX | SPGEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.72% | -35.03% | +21.31% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -8.97% | +6.19% |
Max Drawdown (3Y)Largest decline over 3 years | -4.86% | -16.00% | +11.14% |
Max Drawdown (5Y)Largest decline over 5 years | -13.32% | -23.48% | +10.16% |
Current DrawdownCurrent decline from peak | -2.10% | -1.51% | -0.59% |
Average DrawdownAverage peak-to-trough decline | -3.84% | -5.12% | +1.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.12% | 2.13% | -1.01% |
Volatility
SPUBX vs. SPGEX - Volatility Comparison
The current volatility for Symmetry Panoramic US Fixed Income Fund (SPUBX) is 0.96%, while Symmetry Panoramic Global Equity Fund (SPGEX) has a volatility of 3.89%. This indicates that SPUBX experiences smaller price fluctuations and is considered to be less risky than SPGEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SPUBX | SPGEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.96% | 3.89% | -2.93% |
Volatility (6M)Calculated over the trailing 6-month period | 2.86% | 10.94% | -8.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.68% | 13.19% | -9.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.78% | 15.17% | -10.39% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.13% | 16.50% | -12.37% |
SPUBX vs. SPGEX - Expense Ratio Comparison
SPUBX has a 0.45% expense ratio, which is lower than SPGEX's 0.56% expense ratio.
Dividends
SPUBX vs. SPGEX - Dividend Comparison
SPUBX's dividend yield for the trailing twelve months is around 3.97%, less than SPGEX's 8.01% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
SPGEX Symmetry Panoramic Global Equity Fund | 8.01% | 9.12% | 17.40% | 3.71% | 3.64% | 4.84% | 1.20% | 2.33% | 0.66% |
SPUBX Symmetry Panoramic US Fixed Income Fund | 3.97% | 4.31% | 4.57% | 2.52% | 1.61% | 1.16% | 1.82% | 2.14% | 0.16% |
Frequently Asked Questions
SPUBX and SPGEX have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPGEX has higher volatility (3.89%) compared to SPUBX (0.96%). In terms of maximum drawdown, SPUBX dropped -13.72% vs SPGEX's -35.03%.
SPGEX currently has the higher Sharpe Ratio (1.74 vs 0.82), 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.
Find the right allocation for SPUBX and SPGEX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer