NasdaqGM - Delayed Quote USD

Symmetry Panoramic Municipal Fi (0P0001C2PA)

9.95 0.00 (0.00%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.34%
5y Average Return 0.55%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2024) 3.52%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 3.52%
Worst 3Y Total Return -0.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001C2PA
Category
YTD
-0.13%
0.39%
1-Month
-0.11%
0.04%
3-Month
-0.13%
0.38%
1-Year
1.99%
1.72%
3-Year
0.08%
2.21%
5-Year
0.57%
1.47%
10-Year
0.00%
1.49%
Last Bull Market
0.20%
1.96%
Last Bear Market
-0.39%
2.01%

Annual Total Return (%) History

Year
0P0001C2PA
Category
2024
--
--
2023
3.52%
--
2022
-3.05%
--
2021
-0.31%
--
2020
1.47%
2.28%
2019
2.41%
3.12%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.13% -- -- --
2023 1.36% -0.16% -1.00% 3.32%
2022 -2.56% -0.39% -1.81% 1.73%
2021 -0.31% 0.29% -0.23% -0.06%
2020 0.03% 1.20% 0.20% 0.04%
2019 0.95% 0.78% 0.32% 0.35%

Rank in Category (By Total Return)

YTD 88
1-Month 91
3-Month 88
1-Year 83
3-Year 70
5-Year 90

Load Adjusted Returns

1-Year 1.99%
3-Year 0.08%
5-Year 0.57%
10-Year --

Performance & Risk

YTD Return -0.34%
5y Average Return 0.55%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.40
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family Symmetry Partners
Net Assets 37.64M
YTD Return -0.13%
Yield 1.76%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Summary

Under normal circumstances, the fund will, directly or indirectly, invest at least 80% of its assets in, or derive at least 80% of its income from, securities that are exempt from regular federal income tax and may subject the investors to alternative minimum tax. It may invest in securities and other instruments either directly or by investing in shares of registered, open-end investment companies and exchange-traded funds ("ETFs") (collectively, "underlying funds").

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