SPUSX vs. SPUBX
SPUSX (Symmetry Panoramic US Equity Fund) and SPUBX (Symmetry Panoramic US Fixed Income Fund) are both mutual funds - SPUSX is a Large Cap Blend Equities fund managed by Symmetry Partners, while SPUBX is a Intermediate Core-Plus Bond fund managed by Symmetry Partners. Over the past 5 years, SPUSX returned 11.10%/yr vs 0.35%/yr for SPUBX. Their 0.08 correlation means their historical movements had little consistent relationship. SPUSX charges 0.64%/yr vs 0.45%/yr for SPUBX.
Performance
SPUSX vs. SPUBX - Performance Comparison
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Returns By Period
In the year-to-date period, SPUSX achieves a 13.09% return, which is significantly higher than SPUBX's -0.33% return.
SPUSX
- 1D
- 1.23%
- 1M
- -0.12%
- 6M
- 9.92%
- YTD
- 13.09%
- 1Y
- 22.25%
- 3Y*
- 17.27%
- 5Y*
- 11.10%
- 10Y*
- —
- ALL TIME*
- 12.88%
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%
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 |
SPUSX vs. SPUBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
SPUSX Symmetry Panoramic US Equity Fund | 13.09% | 13.14% | 17.83% | 19.93% | -13.24% | 28.30% | 8.97% | 27.57% | -9.00% |
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% |
Correlation
The correlation between SPUSX and SPUBX is 0.38, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.38 |
Correlation (3Y) Balances recent behavior with more history. | 0.26 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (All Time) Calculated using the full available price history since Nov 12, 2018 | 0.08 |
Over the past year, SPUSX and SPUBX have become more correlated (0.38) than their long-term average of 0.08, meaning their price movements have been converging.
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Return for Risk
SPUSX vs. SPUBX — Risk / Return Rank
SPUSX
SPUBX
SPUSX vs. SPUBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Symmetry Panoramic US Equity Fund (SPUSX) and Symmetry Panoramic US Fixed Income Fund (SPUBX). 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.
| SPUSX | SPUBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.11 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.15 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 2.49 | 1.09 | +1.40 |
| Martin ratioReturn relative to average drawdown | 10.66 | 2.71 | +7.95 |
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Drawdowns
SPUSX vs. SPUBX - Drawdown Comparison
The maximum SPUSX drawdown since its inception was -36.46%, which is greater than SPUBX's maximum drawdown of -13.72%. Use the drawdown chart below to compare losses from any high point for SPUSX and SPUBX.
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Drawdown Indicators
| SPUSX | SPUBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -36.46% | -13.72% | -22.74% |
Max Drawdown (1Y)Largest decline over 1 year | -8.14% | -2.78% | -5.36% |
Max Drawdown (3Y)Largest decline over 3 years | -20.15% | -4.86% | -15.29% |
Max Drawdown (5Y)Largest decline over 5 years | -21.72% | -13.32% | -8.40% |
Current DrawdownCurrent decline from peak | -1.14% | -2.10% | +0.96% |
Average DrawdownAverage peak-to-trough decline | -5.16% | -3.84% | -1.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.90% | 1.12% | +0.78% |
Volatility
SPUSX vs. SPUBX - Volatility Comparison
Symmetry Panoramic US Equity Fund (SPUSX) has a higher volatility of 2.93% compared to Symmetry Panoramic US Fixed Income Fund (SPUBX) at 0.96%. This indicates that SPUSX's price experiences larger fluctuations and is considered to be riskier than SPUBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SPUSX | SPUBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.93% | 0.96% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 9.52% | 2.86% | +6.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 12.45% | 3.68% | +8.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.63% | 4.78% | +11.85% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.99% | 4.13% | +14.86% |
SPUSX vs. SPUBX - Expense Ratio Comparison
SPUSX has a 0.64% expense ratio, which is higher than SPUBX's 0.45% expense ratio.
Dividends
SPUSX vs. SPUBX - Dividend Comparison
SPUSX's dividend yield for the trailing twelve months is around 5.56%, more than SPUBX's 3.97% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
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% |
SPUSX Symmetry Panoramic US Equity Fund | 5.56% | 6.29% | 15.88% | 4.05% | 3.88% | 6.99% | 1.11% | 1.99% | 0.44% |
Frequently Asked Questions
SPUSX and SPUBX have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SPUSX has higher volatility (2.93%) compared to SPUBX (0.96%). In terms of maximum drawdown, SPUSX dropped -36.46% vs SPUBX's -13.72%.
SPUSX currently has the higher Sharpe Ratio (1.63 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.
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