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Six Circles U.S. Unconstrained Equity (CUSUX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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17.07
+0.01
(+0.06%)
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
15.03%
5-year average return
15.99%
Number of years up
4
Number of years down
1
Best 1-yr total return (13 Jun 2024)
30.48%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
30.48%
Worst 3-yr total return
8.06%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CUSUX
Category
YTD
11.25%
5.31%
1-month
4.69%
-4.19%
3-month
3.06%
3.90%
1-year
28.33%
20.31%
3-year
8.66%
6.48%
5-year
16.22%
11.78%
10-year
0.00%
10.96%
Last bull market
27.08%
25.56%
Last bear market
-15.68%
-15.11%
Annual total return (%) history
Year
CUSUX
Category
2024
N/A
N/A
2023
30.37%
22.32%
2022
-21.22%
-16.96%
2021
30.48%
26.07%
2020
22.75%
15.83%
2019
24.94%
28.78%
2018
N/A
-6.27%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
11.19%
N/A
N/A
N/A
2023
8.16%
9.95%
-2.34%
12.25%
2022
-5.26%
-15.68%
-6.59%
5.58%
2021
7.96%
10.34%
0.00%
9.54%
2020
-16.19%
21.57%
9.44%
10.08%
2019
11.71%
2.77%
0.00%
8.83%
2018
-13.62%
N/A
N/A
N/A
Rank in category (by total return)
YTD
31
1-month
46
3-month
62
1-year
32
3-year
39
5-year
13
Load adjusted returns
1-year
28.33%
3-year
8.66%
5-year
16.22%
10-year
N/A
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