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Nasdaq - Delayed Quote USD

Symmetry Panoramic International Eq I (SPILX)

12.73
+0.02
+(0.16%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 8.82%
5y Average Return 10.05%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 29, 2025) 17.35%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 17.35%
Worst 3Y Total Return 0.15%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPILX
Category
YTD
6.08%
11.56%
1-Month
1.39%
-2.20%
3-Month
6.08%
4.11%
1-Year
6.27%
35.63%
3-Year
4.10%
5.74%
5-Year
11.56%
8.25%
10-Year
0.00%
4.29%
Last Bull Market
4.48%
13.65%
Last Bear Market
-13.60%
-23.43%

Annual Total Return (%) History

Year
SPILX
Category
2025
--
--
2024
5.15%
--
2023
14.26%
--
2022
-15.28%
--
2021
9.49%
--
2020
8.30%
0.88%
2019
17.35%
17.80%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 6.08% -- -- --
2024 4.96% 1.33% 6.30% -6.99%
2023 5.47% 2.00% -2.23% 8.63%
2022 -4.29% -13.60% -9.88% 13.69%
2021 4.58% 5.11% -2.78% 2.44%
2020 -25.89% 17.03% 6.70% 17.02%
2019 9.01% 1.71% -2.33% 8.38%

Rank in Category (By Total Return)

YTD 90
1-Month 61
3-Month 90
1-Year 80
3-Year 93
5-Year 83

Load Adjusted Returns

1-Year 6.27%
3-Year 4.10%
5-Year 11.56%
10-Year --

Performance & Risk

YTD Return 8.82%
5y Average Return 10.05%
Rank in Category (ytd) 90
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category Foreign Large Value
Fund Family Symmetry Partners
Net Assets 210.7M
YTD Return 6.08%
Yield 3.25%
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 non-U.S. equity securities. 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"). The fund may also invest in foreign real estate investment trusts ("REITs").

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