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Six Circles Mgd Eq Port US Uncons (CMEUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.44+0.09 (+0.47%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.59%
5-year average return16.42%
Number of years up3
Number of years down1
Best 1-yr total return (23 Jun 2024)29.09%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return29.09%
Worst 3-yr total return9.25%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMEUXCategory
YTD11.59%5.31%
1-month5.12%-4.19%
3-month3.61%3.90%
1-year28.92%20.31%
3-year9.38%6.48%
5-year17.07%11.78%
10-year0.00%10.96%
Last bull market26.13%25.56%
Last bear market-16.29%-15.11%

Annual total return (%) history

Year
CMEUXCategory
2024
N/AN/A
2023
29.09%22.32%
2022
-20.26%-16.96%
2021
26.68%26.07%
2020
29.09%15.83%
2019
N/A28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.81%N/AN/AN/A
20238.38%9.28%-2.25%11.50%
2022-5.15%-16.29%-5.20%5.94%
20214.73%10.35%-0.63%10.31%
2020-13.91%20.38%11.58%11.63%
20190.00%10.68%N/AN/A

Rank in category (by total return)

YTD27
1-month20
3-month44
1-year27
3-year25
5-year5

Load adjusted returns

1-year28.92%
3-year9.38%
5-year17.07%
10-yearN/A