Australia markets close in 2 hours 17 minutes

Symmetry Panoramic US Equity I (SPUSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
15.43-0.04 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.02%
5-year average return11.65%
Number of years up4
Number of years down1
Best 1-yr total return (27 June 2024)28.37%
Worst 1-yr total return (27 June 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
YTD10.79%5.31%
1-month4.51%-4.19%
3-month3.80%3.90%
1-year29.32%20.31%
3-year7.77%6.48%
5-year12.81%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%N/AN/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)

YTD45
1-month54
3-month35
1-year23
3-year56
5-year78

Load adjusted returns

1-year29.32%
3-year7.77%
5-year12.81%
10-yearN/A