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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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 7.49%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

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

Risk Statistics

3 Years 5 Years 10 Years
SPGBXCategory AverageSPGBXCategory AverageSPGBXCategory Average
Alpha -0.65 -0.01 -0.65 -0 -- -0.01
BETA 0.8 0.01 0.81 0.01 -- 0.01
Mean Annual Return 0.08 0 -0.02 0 -- 0
R-squared 94.68 0.29 94.51 0.29 -- 0.22
Standard Deviation 6.31 0.06 5.34 0.06 -- 0.06
Sharpe Ratio -0.58 0 -0.58 0 -- 0
Treynor Ratio -4.89 0.03 -3.97 0.02 -- -0.01

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