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Six Circles Tax Aware Bond (CBTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.72-0.02 (-0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.29%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (21 May 2024)6.37%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return6.37%
Worst 3-yr total return-0.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCBTAXCategory
YTD-0.70%1.33%
1-month-0.86%0.30%
3-month-0.64%1.53%
1-year2.89%4.61%
3-year-0.47%4.51%
5-year0.00%2.72%
10-year0.00%3.64%
Last bull market8.37%5.19%
Last bear market-2.56%5.33%

Annual total return (%) history

Year
CBTAXCategory
2024
N/AN/A
2023
6.37%N/A
2022
-7.32%N/A
2021
0.96%N/A
2020
N/A4.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.16%N/AN/AN/A
20232.53%0.15%-3.04%6.83%
2022-5.36%-2.56%-3.01%3.62%
2021-0.50%1.22%-0.32%0.57%
20201.14%1.67%N/AN/A

Rank in category (by total return)

YTD39
1-month32
3-month42
1-year35
3-year18
5-yearN/A

Load adjusted returns

1-year2.89%
3-year-0.47%
5-yearN/A
10-yearN/A