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Brands
How I founded Britain's most respected removals firm
'Doing removals defines you for the rest of your working life'
Six Circles Tax Aware Bond (CBTAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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9.81
+0.02
(+0.20%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.91%
5-year average return
0.00%
Number of years up
2
Number of years down
1
Best 1-yr total return (13 Jun 2024)
6.37%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
6.37%
Worst 3-yr total return
-0.16%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CBTAX
Category
YTD
-0.84%
1.33%
1-month
-0.14%
0.30%
3-month
-0.93%
1.53%
1-year
3.47%
4.61%
3-year
-0.62%
4.51%
5-year
0.00%
2.72%
10-year
0.00%
3.64%
Last bull market
8.37%
5.19%
Last bear market
-2.56%
5.33%
Annual total return (%) history
Year
CBTAX
Category
2024
N/A
N/A
2023
6.37%
N/A
2022
-7.32%
N/A
2021
0.96%
N/A
2020
N/A
4.51%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
0.16%
N/A
N/A
N/A
2023
2.53%
0.15%
-3.04%
6.83%
2022
-5.36%
-2.56%
-3.01%
3.62%
2021
-0.50%
1.22%
-0.32%
0.57%
2020
1.14%
1.67%
N/A
N/A
Rank in category (by total return)
YTD
43
1-month
47
3-month
45
1-year
37
3-year
17
5-year
N/A
Load adjusted returns
1-year
3.47%
3-year
-0.62%
5-year
N/A
10-year
N/A
Data disclaimer
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