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Nasdaq - Delayed Quote USD

Symmetry Panoramic Alternatives I (SPATX)

11.83
0.00
(0.00%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.68%
5y Average Return 9.07%
Number of Years Up 6
Number of Years Down --
Best 1Y Total Return (Apr 29, 2025) 12.79%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 12.79%
Worst 3Y Total Return 3.92%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPATX
Category
YTD
4.73%
5.60%
1-Month
1.01%
0.13%
3-Month
4.73%
2.72%
1-Year
5.20%
12.76%
3-Year
8.34%
4.12%
5-Year
9.46%
3.42%
10-Year
0.00%
2.54%
Last Bull Market
-1.71%
4.37%
Last Bear Market
3.48%
-8.39%

Annual Total Return (%) History

Year
SPATX
Category
2025
--
--
2024
8.15%
--
2023
5.01%
--
2022
12.79%
--
2021
5.86%
--
2020
3.42%
1.63%
2019
2.50%
7.77%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 4.73% -- -- --
2024 7.66% 0.09% -0.94% 1.32%
2023 -1.09% 3.04% 4.91% -1.78%
2022 5.51% 3.48% 1.86% 1.42%
2021 5.61% 0.00% 0.09% 0.14%
2020 -6.53% 1.66% 3.49% 5.16%
2019 2.09% 0.10% 1.43% -1.11%

Rank in Category (By Total Return)

YTD 12
1-Month 14
3-Month 12
1-Year 31
3-Year 12
5-Year 14

Load Adjusted Returns

1-Year 5.20%
3-Year 8.34%
5-Year 9.46%
10-Year --

Performance & Risk

YTD Return 3.68%
5y Average Return 9.07%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.08
Morningstar Risk Rating

Fund Overview

Category Multistrategy
Fund Family Symmetry Partners
Net Assets 7.13M
YTD Return 4.73%
Yield 2.53%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Summary

Under normal circumstances, the fund pursues its investment strategy by investing at least 80% of its net assets in alternative investment strategies that target returns from the investment in relatively illiquid strategies such as event-driven and convergence, or arbitrage, trades, as well as factor returns from long-short strategies across multiple asset classes. It will invest in shares of registered, open-end investment companies and exchange-traded funds or directly in securities or other instruments that provide exposure to a wide array of such alternative investment strategies.

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