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Symmetry Panoramic US Equity I (SPUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.56+0.01 (+0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.60%
5-year average return11.41%
Number of years up4
Number of years down1
Best 1-yr total return (2 Jul 2024)28.37%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.37%
Worst 3-yr total return6.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPUSXCategory
YTD12.02%5.31%
1-month1.11%-4.19%
3-month0.65%3.90%
1-year21.85%20.31%
3-year7.86%6.48%
5-year11.65%11.78%
10-year0.00%10.96%
Last bull market28.34%25.56%
Last bear market-14.26%-15.11%

Annual total return (%) history

Year
SPUSXCategory
2024
N/AN/A
2023
17.77%22.32%
2022
-13.22%-16.96%
2021
28.37%26.07%
2020
8.97%15.83%
2019
27.00%28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.30%0.65%N/AN/A
20232.70%5.42%-2.65%11.73%
2022-4.04%-14.26%-4.16%10.04%
20219.34%7.12%-0.07%9.69%
2020-26.48%20.29%6.89%15.28%
201913.30%3.49%1.41%6.81%

Rank in category (by total return)

YTD64
1-month83
3-month77
1-year58
3-year61
5-year78

Load adjusted returns

1-year21.85%
3-year7.86%
5-year11.65%
10-yearN/A