Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPGTX (SYMMETRY PANORAMIC TAX MANAGED GLOBAL EQUITY FUND CLASS I SHARES) | 14.12% | 30.47% | 20.82% | 10.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPGTX (SYMMETRY PANORAMIC TAX MANAGED GLOBAL EQUITY FUND CLASS I SHARES) | 11/12/2018 | 06/04/2026 |
| 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 (%) | 0.63 | 30.47 | 20.82 | 10.60 | NA | NA | NA | … | … | 14.12 | 22.41 | 10.49 | 20.78 | -14.10 | 19.43 | 8.53 | 24.65 | -6.33 |
| Sharpe Ratio | NA | 2.38 | 1.31 | 0.55 | NA | NA | NA | … | … | 2.40 | 1.25 | 0.57 | 1.41 | -0.77 | 1.58 | 0.31 | 2.14 | -2.18 |
| Standard Deviation(%) | NA | 11.80 | 13.56 | 14.88 | NA | NA | NA | … | … | 13.95 | 15.73 | 12.01 | 12.29 | 20.27 | 12.30 | 26.28 | 10.84 | 19.29 |
| Draw Down(%) | NA | 8.85 | 15.36 | 23.61 | NA | NA | NA | … | … | 8.85 | 15.36 | 7.86 | 10.24 | 23.61 | 5.28 | 35.10 | 6.75 | 12.04 |
| Yield(%) | 0.00 | 4.00 | 3.98 | 2.79 | 2.31 | 1.54 | 1.15 | … | … | 0.00 | 4.29 | 4.10 | 2.51 | 1.48 | 1.84 | 1.31 | 1.52 | 0.27 |
Data as of 06/04/2026, 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 |
|---|---|---|---|---|
| SPGTX (SYMMETRY PANORAMIC TAX MANAGED GLOBAL EQUITY FUND CLASS I SHARES) |
2.52%
Sep 2019 – Sep 2022 |
7.94%
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 |
|---|---|---|---|---|
| SPGTX (SYMMETRY PANORAMIC TAX MANAGED GLOBAL EQUITY FUND CLASS I SHARES) |
21.65%
May 2023 – May 2026 |
14.99%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart