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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

Risk overview

Morningstar risk rating★★★★

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

Risk statistics

3 years

SPUSXCategory average

5 years

SPUSXCategory average

10 years

SPUSXCategory average

Alpha

-1.43-0.01

-2.75-0.01

N/A-0.01

BETA

0.960.01

1.020.01

N/A0.01

Mean annual return

0.750.01

1.160.01

N/A0.01

R-squared

94.780.94

94.860.95

N/A0.95

Standard deviation

17.610.17

19.090.19

N/A0.15

Sharpe ratio

0.330

0.610.01

N/A0.01

Treynor ratio

4.660.03

10.340.1

N/A0.1