Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPGEX (SYMMETRY PANORAMIC GLOBAL EQUITY FUND CLASS I SHARES) | 14.25% | 27.28% | 19.05% | 10.45% | NA | NA | NA | … | … |
Data as of 06/15/2026, Common starting date is 11/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPGEX (SYMMETRY PANORAMIC GLOBAL EQUITY FUND CLASS I SHARES) | 11/12/2018 | 06/15/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.15 | 27.28 | 19.05 | 10.45 | NA | NA | NA | … | … | 14.25 | 19.76 | 11.82 | 18.90 | -14.00 | 20.68 | 8.90 | 22.96 | -6.08 |
| Sharpe Ratio | NA | 1.84 | 1.17 | 0.51 | NA | NA | NA | … | … | 1.99 | 1.07 | 0.67 | 1.28 | -0.77 | 1.63 | 0.31 | 2.08 | -2.14 |
| Standard Deviation(%) | NA | 12.61 | 13.87 | 15.04 | NA | NA | NA | … | … | 15.02 | 15.90 | 12.25 | 11.98 | 20.11 | 12.65 | 27.47 | 10.34 | 19.09 |
| Draw Down(%) | NA | 8.97 | 15.99 | 23.48 | NA | NA | NA | … | … | 8.97 | 15.99 | 7.77 | 10.35 | 23.48 | 5.29 | 36.89 | 6.27 | 12.24 |
| Yield(%) | 0.00 | 9.30 | 10.55 | 7.25 | 5.50 | 3.66 | 2.75 | … | … | 0.00 | 10.01 | 17.10 | 4.26 | 3.02 | 5.61 | 1.38 | 2.81 | 0.62 |
Data as of 06/15/2026, Common starting date is 11/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGEX (SYMMETRY PANORAMIC GLOBAL EQUITY FUND CLASS I SHARES) |
2.88%
Sep 2019 – Sep 2022 |
8.04%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPGEX (SYMMETRY PANORAMIC GLOBAL EQUITY FUND CLASS I SHARES) |
21.19%
May 2023 – May 2026 |
15.15%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart