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Six Circles Tax Aware Ult Shr Dur (CUTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.870.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.50%
5-year average return1.52%
Number of years up4
Number of years down1
Best 1-yr total return (13 Jun 2024)3.84%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return3.84%
Worst 3-yr total return0.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCUTAXCategory
YTD1.29%0.23%
1-month0.40%0.00%
3-month0.82%0.13%
1-year4.03%0.98%
3-year1.51%1.85%
5-year1.50%1.66%
10-year0.00%1.19%
Last bull market2.14%1.14%
Last bear market0.06%-0.10%

Annual total return (%) history

Year
CUTAXCategory
2024
N/AN/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/A1.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.77%N/AN/AN/A
20230.93%0.54%0.62%1.71%
2022-0.89%0.06%-0.47%0.87%
20210.08%0.00%0.03%-0.09%
2020-0.19%1.32%0.34%0.32%
20190.56%0.55%0.45%0.40%
20180.15%N/AN/AN/A

Rank in category (by total return)

YTD97
1-month97
3-month98
1-year99
3-year92
5-year91

Load adjusted returns

1-year4.03%
3-year1.51%
5-year1.50%
10-yearN/A