Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPMFX (SYMMETRY PANORAMIC MUNICIPAL FIXED INCOME FUND CLASS I SHARES) | 1.10% | 4.87% | 2.90% | 1.23% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/13/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPMFX (SYMMETRY PANORAMIC MUNICIPAL FIXED INCOME FUND CLASS I SHARES) | 11/13/2018 | 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 (%) | 0.10 | 4.87 | 2.90 | 1.23 | NA | NA | NA | … | … | 1.10 | 3.23 | 1.83 | 3.43 | -3.13 | -0.20 | 1.49 | 2.19 | 0.78 |
| Sharpe Ratio | NA | 0.97 | -0.12 | -0.67 | NA | NA | NA | … | … | -0.02 | 0.13 | -1.27 | -0.13 | -2.44 | -0.29 | 0.45 | 1.04 | 5.77 |
| Standard Deviation(%) | NA | 2.18 | 2.14 | 1.95 | NA | NA | NA | … | … | 2.79 | 2.63 | 1.40 | 1.76 | 1.87 | 0.80 | 2.78 | 0.69 | 0.82 |
| Draw Down(%) | NA | 2.26 | 2.86 | 5.38 | NA | NA | NA | … | … | 2.26 | 2.86 | 0.80 | 1.85 | 4.99 | 0.64 | 4.08 | 0.61 | 0.10 |
| Yield(%) | 0.00 | 2.49 | 2.25 | 1.57 | 0.98 | 0.66 | 0.49 | … | … | 1.19 | 2.08 | 2.51 | 1.57 | 0.58 | 0.28 | 0.71 | 0.79 | 0.08 |
Data as of 06/04/2026, Common starting date is 11/13/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMFX (SYMMETRY PANORAMIC MUNICIPAL FIXED INCOME FUND CLASS I SHARES) |
-1.19%
Oct 2019 – Oct 2022 |
0.29%
May 2020 – May 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPMFX (SYMMETRY PANORAMIC MUNICIPAL FIXED INCOME FUND CLASS I SHARES) |
3.37%
Oct 2022 – Oct 2025 |
1.42%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart