Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SPUSX (SYMMETRY PANORAMIC US EQUITY FUND CLASS I SHARES) | 12.83% | 26.17% | 20.56% | 11.51% | 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 |
|---|---|---|
| SPUSX (SYMMETRY PANORAMIC US 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 (%) | 1.00 | 26.17 | 20.56 | 11.51 | NA | NA | NA | … | … | 12.83 | 13.15 | 18.39 | 19.93 | -13.24 | 28.30 | 8.97 | 27.00 | -8.60 |
| Sharpe Ratio | NA | 1.98 | 1.17 | 0.54 | NA | NA | NA | … | … | 2.16 | 0.56 | 1.12 | 1.23 | -0.65 | 2.01 | 0.28 | 2.13 | -2.22 |
| Standard Deviation(%) | NA | 11.86 | 14.88 | 16.55 | NA | NA | NA | … | … | 13.26 | 18.29 | 13.15 | 13.32 | 22.61 | 14.09 | 30.94 | 12.01 | 23.67 |
| Draw Down(%) | NA | 8.14 | 19.77 | 21.72 | NA | NA | NA | … | … | 8.14 | 18.90 | 7.70 | 10.37 | 21.72 | 5.63 | 38.44 | 6.36 | 15.44 |
| Yield(%) | 0.00 | 6.61 | 10.06 | 7.43 | 5.71 | 3.81 | 2.85 | … | … | 0.00 | 6.70 | 16.57 | 4.69 | 3.24 | 8.49 | 1.20 | 2.48 | 0.40 |
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 |
|---|---|---|---|---|
| SPUSX (SYMMETRY PANORAMIC US EQUITY FUND CLASS I SHARES) |
5.60%
Sep 2019 – Sep 2022 |
10.18%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPUSX (SYMMETRY PANORAMIC US EQUITY FUND CLASS I SHARES) |
21.14%
May 2023 – May 2026 |
17.62%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart