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Nasdaq - Delayed Quote USD

Symmetry Panoramic Municipal Fxd Inc I (SPMFX)

9.86
+0.02
+(0.21%)
At close: 8:02:13 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.69%
5y Average Return 0.50%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 29, 2025) 3.52%
Worst 1Y Total Return (Apr 29, 2025) --
Best 3Y Total Return 3.52%
Worst 3Y Total Return -0.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SPMFX
Category
YTD
-0.19%
0.39%
1-Month
-1.17%
0.04%
3-Month
-0.19%
0.38%
1-Year
1.65%
1.72%
3-Year
1.50%
2.21%
5-Year
0.60%
1.47%
10-Year
0.00%
1.49%
Last Bull Market
2.44%
1.96%
Last Bear Market
-0.39%
2.01%

Annual Total Return (%) History

Year
SPMFX
Category
2025
--
--
2024
1.71%
--
2023
3.52%
--
2022
-3.05%
--
2021
-0.31%
--
2020
1.47%
2.28%
2019
2.41%
3.12%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.19% -- -- --
2024 -0.13% 0.37% 1.57% -0.09%
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 100
1-Month 100
3-Month 100
1-Year 99
3-Year 92
5-Year 94

Load Adjusted Returns

1-Year 1.65%
3-Year 1.50%
5-Year 0.60%
10-Year --

Performance & Risk

YTD Return -0.69%
5y Average Return 0.50%
Rank in Category (ytd) 100
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.41
Morningstar Risk Rating

Fund Overview

Category Muni National Short
Fund Family Symmetry Partners
Net Assets 35.03M
YTD Return -0.19%
Yield 2.26%
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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