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SPUSX vs. QUERX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

SPUSX vs. QUERX

Last updated Apr 4, 2026

Compare and contrast key facts about Symmetry Panoramic US Equity Fund (SPUSX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX).

SPUSX is managed by Symmetry Partners. It was launched on Nov 12, 2018. QUERX is an actively managed fund by AQR Funds. It was launched on Jul 9, 2012.

Performance

SPUSX vs. QUERX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Symmetry Panoramic US Equity Fund (SPUSX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX). The values are adjusted to include any dividend payments, if applicable.

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SPUSX vs. QUERX - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
SPUSX
Symmetry Panoramic US Equity Fund		0.20%13.14%17.83%19.93%-13.24%28.30%8.97%27.57%-9.00%
QUERX
AQR Large Cap Defensive Style Fund Class R6		2.22%6.98%13.98%9.55%-13.73%23.56%13.20%28.82%-6.17%

Returns By Period

In the year-to-date period, SPUSX achieves a 0.20% return, which is significantly lower than QUERX's 2.22% return.

SPUSX

1D
0.20%
1M
-3.77%
YTD
0.20%
6M
0.86%
1Y
23.14%
3Y*
15.73%
5Y*
10.00%
10Y*
—

QUERX

1D
0.78%
1M
-3.75%
YTD
2.22%
6M
0.31%
1Y
5.79%
3Y*
10.07%
5Y*
6.93%
10Y*
10.73%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Symmetry Panoramic US Equity Fund

AQR Large Cap Defensive Style Fund Class R6

Often compared with SPUSX:
SPUSX vs. HLALSPUSX vs. SPUSSPUSX vs. SPGEXSPUSX vs. SPMFXSPUSX vs. SPUBXSPUSX vs. SPATXSPUSX vs. SPGBX
Often compared with QUERX:
QUERX vs. SVPFXQUERX vs. FGJEXQUERX vs. CFIMXQUERX vs. AMOMXQUERX vs. AQRIXQUERX vs. GQEIXQUERX vs. LGLV

SPUSX vs. QUERX - Expense Ratio Comparison

SPUSX has a 0.64% expense ratio, which is higher than QUERX's 0.31% expense ratio.

SPUSX
Symmetry Panoramic US Equity Fund
QUERX
AQR Large Cap Defensive Style Fund Class R6

Return for Risk

SPUSX vs. QUERX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
SPUSX
SPUSX Risk / Return Rank: 4242
Overall Rank
SPUSX Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
SPUSX Sortino Ratio Rank: 3939
Sortino Ratio Rank
SPUSX Omega Ratio Rank: 4040
Omega Ratio Rank
SPUSX Calmar Ratio Rank: 4040
Calmar Ratio Rank
SPUSX Martin Ratio Rank: 5353
Martin Ratio Rank
QUERX
QUERX Risk / Return Rank: 1111
Overall Rank
QUERX Sharpe Ratio Rank: 99
Sharpe Ratio Rank
QUERX Sortino Ratio Rank: 99
Sortino Ratio Rank
QUERX Omega Ratio Rank: 99
Omega Ratio Rank
QUERX Calmar Ratio Rank: 1111
Calmar Ratio Rank
QUERX Martin Ratio Rank: 1515
Martin Ratio Rank
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.

SPUSX vs. QUERX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic US Equity Fund (SPUSX) and AQR Large Cap Defensive Style Fund Class R6 (QUERX). 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.

SPUSXQUERXDifference

Sharpe ratio

Return per unit of total volatility

0.92

0.35

+0.57

Sortino ratio

Return per unit of downside risk

1.41

0.57

+0.84

Omega ratio

Gain probability vs. loss probability

1.21

1.08

+0.13

Calmar ratio

Return relative to maximum drawdown

1.40

0.51

+0.89

Martin ratio

Return relative to average drawdown

6.57

2.28

+4.29

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

SPUSX vs. QUERX - Sharpe Ratio Comparison

The current SPUSX Sharpe Ratio is 0.92, which is higher than the QUERX Sharpe Ratio of 0.35. The chart below compares the historical Sharpe Ratios of SPUSX and QUERX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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Sharpe Ratios by Period

SPUSXQUERXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.92

0.35

+0.57

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.53

+0.07

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.71

—

Sharpe Ratio (All Time)

Calculated using the full available price history

0.61

0.70

-0.10

Correlation

The correlation between SPUSX and QUERX is 0.83, 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

SPUSX vs. QUERX - Dividend Comparison

SPUSX's dividend yield for the trailing twelve months is around 6.27%, less than QUERX's 22.36% yield.

TTM20252024202320222021202020192018201720162015
SPUSX
Symmetry Panoramic US Equity Fund		6.27%6.29%15.88%4.05%3.88%6.99%1.11%1.99%0.44%0.00%0.00%0.00%
QUERX
AQR Large Cap Defensive Style Fund Class R6		22.36%22.86%24.47%24.43%10.37%2.62%1.37%1.18%1.74%2.45%2.06%6.28%

Drawdowns

SPUSX vs. QUERX - Drawdown Comparison

The maximum SPUSX drawdown since its inception was -36.46%, which is greater than QUERX's maximum drawdown of -30.81%. Use the drawdown chart below to compare losses from any high point for SPUSX and QUERX.

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Drawdown Indicators

SPUSXQUERXDifference

Max Drawdown

Largest peak-to-trough decline

-36.46%

-30.81%

-5.65%

Max Drawdown (1Y)

Largest decline over 1 year

-8.14%

-5.93%

-2.21%

Max Drawdown (5Y)

Largest decline over 5 years

-21.72%

-22.04%

+0.32%

Max Drawdown (10Y)

Largest decline over 10 years

—

-30.81%

—

Current Drawdown

Current decline from peak

-4.85%

-3.90%

-0.95%

Average Drawdown

Average peak-to-trough decline

-5.35%

-3.95%

-1.40%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.67%

1.99%

+0.68%

Volatility

SPUSX vs. QUERX - Volatility Comparison

Symmetry Panoramic US Equity Fund (SPUSX) has a higher volatility of 5.10% compared to AQR Large Cap Defensive Style Fund Class R6 (QUERX) at 2.93%. This indicates that SPUSX's price experiences larger fluctuations and is considered to be riskier than QUERX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

SPUSXQUERXDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.10%

2.93%

+2.17%

Volatility (6M)

Calculated over the trailing 6-month period

9.42%

5.81%

+3.61%

Volatility (1Y)

Calculated over the trailing 1-year period

17.98%

12.05%

+5.93%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.63%

13.07%

+3.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.24%

15.22%

+4.02%