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Six Circles Mgd Eq Port Intl Uncons (CMIUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.11+0.13 (+0.93%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.30%
5-year average return9.10%
Number of years up3
Number of years down1
Best 1-yr total return (2 Jul 2024)20.05%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return20.05%
Worst 3-yr total return4.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCMIUXCategory
YTD7.59%12.84%
1-month-1.84%-1.13%
3-month0.80%7.61%
1-year12.49%37.22%
3-year6.14%9.43%
5-year8.98%10.86%
10-year0.00%6.49%
Last bull market22.14%18.36%
Last bear market-14.18%-24.49%

Annual total return (%) history

Year
CMIUXCategory
2024
N/AN/A
2023
20.05%N/A
2022
-12.54%N/A
2021
19.76%N/A
2020
9.25%7.98%
2019
N/A24.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.74%0.80%N/AN/A
202311.55%2.93%-6.33%11.63%
2022-5.79%-14.18%-10.60%21.01%
20215.80%6.94%-1.12%7.05%
2020-25.39%16.04%4.94%20.24%
2019-2.19%6.32%N/AN/A

Rank in category (by total return)

YTD29
1-month18
3-month19
1-year30
3-year15
5-year16

Load adjusted returns

1-year12.49%
3-year6.14%
5-year8.98%
10-yearN/A