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Symmetry Panoramic Global Equity I (SPGEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.05+0.01 (+0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.42%
5-year average return8.96%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)22.96%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return22.96%
Worst 3-yr total return4.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPGEXCategory
YTD8.96%12.08%
1-month4.17%0.64%
3-month4.01%6.49%
1-year24.35%38.01%
3-year4.82%12.74%
5-year10.13%12.82%
10-year0.00%9.05%
Last bull market24.48%18.82%
Last bear market-13.92%-20.53%

Annual total return (%) history

Year
SPGEXCategory
2024
N/AN/A
2023
15.92%N/A
2022
-13.99%N/A
2021
20.72%N/A
2020
8.79%12.96%
2019
22.96%25.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.88%N/AN/AN/A
20233.65%3.86%-2.58%10.53%
2022-4.11%-13.92%-6.56%11.52%
20217.30%6.42%-0.94%6.72%
2020-25.96%18.92%6.79%15.70%
201911.58%2.79%-0.19%7.41%

Rank in category (by total return)

YTD35
1-month56
3-month43
1-year28
3-year45
5-year56

Load adjusted returns

1-year24.35%
3-year4.82%
5-year10.13%
10-yearN/A