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Symmetry Panoramic Tax-managed Global Equity Fund Class I Shares: (MF: SPGTX)

(NASDAQ Mutual Funds) As of May 6, 2026 06:53 PM ET

$20.34 USD

+0.53 (2.68%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Mar 31, 2026

Total Return %* Percentile Rank Objective
YTD 1.09 21
3 months 1.09 21
6 months 4.72 19
1 Year 23.51 16
3 Year 16.29 26
5 Year 9.40 24
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Mar 31, 2026

1 Year 23.51
5 Year 9.39
10 Year NA
Since Inception 10.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 1.09 NA NA NA
2025 -1.59 10.36 6.86 3.58
2024 7.41 0.92 6.38 -0.34
2023 4.98 4.28 -2.16 10.35
2022 -3.86 -13.55 -7.38 11.61
2021 8.11 5.92 -1.69 6.09

Annual Return

20262025202420232022202120202019
% Total Return 1.0920.2214.9218.19-14.0919.438.5224.64
% Total Return Rel to Index 4.57-1.12-4.30-6.225.001.26-5.54-0.55
% Total Return Rel to Peer 3.431.742.54-0.445.463.22-8.14-0.09
% Perf Quintile vs Peer* 2.003.002.003.002.002.004.004.00
% Dividends 0.000.290.270.280.210.220.150.14
% Yield 1.501.511.621.941.661.471.151.16
Capital Gains ($) 0.000.360.300.010.000.000.000.00
Expense Ratio 0.000.420.420.420.420.420.420.42

* 1 = Top 20%, 5 = Bottom 20%