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Six Circles Tax Aware Ult Shr Dur (CUTAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.87
0.00
(0.00%)
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
1.50%
5-year average return
1.52%
Number of years up
4
Number of years down
1
Best 1-yr total return (13 Jun 2024)
3.84%
Worst 1-yr total return (13 Jun 2024)
N/A
Best 3-yr total return
3.84%
Worst 3-yr total return
0.46%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
CUTAX
Category
YTD
1.29%
0.23%
1-month
0.40%
0.00%
3-month
0.82%
0.13%
1-year
4.03%
0.98%
3-year
1.51%
1.85%
5-year
1.50%
1.66%
10-year
0.00%
1.19%
Last bull market
2.14%
1.14%
Last bear market
0.06%
-0.10%
Annual total return (%) history
Year
CUTAX
Category
2024
N/A
N/A
2023
3.84%
N/A
2022
-0.44%
N/A
2021
0.02%
N/A
2020
1.81%
1.34%
2019
1.98%
3.08%
2018
N/A
1.61%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
0.77%
N/A
N/A
N/A
2023
0.93%
0.54%
0.62%
1.71%
2022
-0.89%
0.06%
-0.47%
0.87%
2021
0.08%
0.00%
0.03%
-0.09%
2020
-0.19%
1.32%
0.34%
0.32%
2019
0.56%
0.55%
0.45%
0.40%
2018
0.15%
N/A
N/A
N/A
Rank in category (by total return)
YTD
97
1-month
97
3-month
98
1-year
99
3-year
92
5-year
91
Load adjusted returns
1-year
4.03%
3-year
1.51%
5-year
1.50%
10-year
N/A
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