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Nasdaq - Delayed Quote USD

Symmetry Panoramic Global Fixed Inc I (SPGBX)

9.20
+0.00
+(0.02%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.76%
5y Average Return -0.57%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 7.49%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 7.49%
Worst 3Y Total Return -3.54%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPGBX
Category
YTD
1.09%
-2.30%
1-Month
-0.55%
-0.73%
3-Month
1.09%
1.24%
1-Year
4.21%
4.82%
3-Year
0.72%
3.59%
5-Year
-0.43%
2.35%
10-Year
0.00%
1.33%
Last Bull Market
5.90%
3.79%
Last Bear Market
-4.72%
-1.46%

Annual Total Return (%) History

Year
SPGBX
Category
2025
--
--
2024
2.62%
--
2023
6.78%
--
2022
-12.91%
--
2021
-2.25%
--
2020
5.42%
8.35%
2019
7.49%
6.73%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.09% -- -- --
2024 -0.45% -0.09% 4.33% -1.11%
2023 3.08% -0.39% -2.14% 6.27%
2022 -5.58% -4.72% -3.82% 0.65%
2021 -2.90% 0.97% 0.02% -0.32%
2020 1.56% 2.36% 0.72% 0.69%
2019 2.75% 2.80% 2.35% -0.58%

Rank in Category (By Total Return)

YTD 92
1-Month 92
3-Month 92
1-Year 35
3-Year 44
5-Year 62

Load Adjusted Returns

1-Year 4.21%
3-Year 0.72%
5-Year -0.43%
10-Year --

Performance & Risk

YTD Return 1.76%
5y Average Return -0.57%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category World Bond
Fund Family Symmetry Partners
Net Assets 267.14M
YTD Return 1.09%
Yield 3.90%
Morningstar Rating
Inception Date Nov 12, 2018

Fund Summary

Under normal circumstances, the fund will invest, directly or indirectly, at least 80% of its net assets in fixed income securities. It generally will invest in obligations of U.S. and Non-U.S. entities, including government and government agency obligations, bank obligations, corporate bonds, asset-backed securities, mortgage-related and mortgage-backed securities, commercial paper, repurchase agreements, and other debt obligations and cash and cash equivalents.

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