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Australia markets close in 2 hours 17 minutes
ALL ORDS
7,945.90
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(-0.58%)
ASX 200
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AUD/USD
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Bitcoin AUD
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Symmetry Panoramic US Equity I (SPUSX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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15.43
-0.04
(-0.26%)
At close: 08:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
12.02%
5-year average return
11.65%
Number of years up
4
Number of years down
1
Best 1-yr total return (27 June 2024)
28.37%
Worst 1-yr total return (27 June 2024)
N/A
Best 3-yr total return
28.37%
Worst 3-yr total return
6.68%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SPUSX
Category
YTD
10.79%
5.31%
1-month
4.51%
-4.19%
3-month
3.80%
3.90%
1-year
29.32%
20.31%
3-year
7.77%
6.48%
5-year
12.81%
11.78%
10-year
0.00%
10.96%
Last bull market
28.34%
25.56%
Last bear market
-14.26%
-15.11%
Annual total return (%) history
Year
SPUSX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
11.30%
N/A
N/A
N/A
2023
2.70%
5.42%
-2.65%
11.73%
2022
-4.04%
-14.26%
-4.16%
10.04%
2021
9.34%
7.12%
-0.07%
9.69%
2020
-26.48%
20.29%
6.89%
15.28%
2019
13.30%
3.49%
1.41%
6.81%
Rank in category (by total return)
YTD
45
1-month
54
3-month
35
1-year
23
3-year
56
5-year
78
Load adjusted returns
1-year
29.32%
3-year
7.77%
5-year
12.81%
10-year
N/A
Data disclaimer
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