Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CBTAX (Six Circles Tax Aware Bond Fund) | 1.99% | 7.20% | 4.19% | 1.47% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/20/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CBTAX (Six Circles Tax Aware Bond Fund) | 05/20/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 7.20 | 4.19 | 1.47 | NA | NA | NA | … | … | 1.99 | 4.14 | 2.37 | 6.37 | -7.20 | 0.97 | 4.61 |
| Sharpe Ratio | NA | 1.77 | 0.30 | -0.33 | NA | NA | NA | … | … | 0.46 | 0.29 | -0.43 | 0.76 | -2.36 | 0.69 | 5.88 |
| Standard Deviation(%) | NA | 2.20 | 3.59 | 3.39 | NA | NA | NA | … | … | 2.52 | 4.36 | 2.94 | 3.58 | 3.67 | 1.36 | 1.27 |
| Draw Down(%) | NA | 2.31 | 4.99 | 12.03 | NA | NA | NA | … | … | 2.31 | 4.68 | 2.14 | 5.23 | 11.66 | 1.74 | 1.12 |
| Yield(%) | 0.30 | 3.64 | 3.35 | 2.48 | 1.38 | 0.92 | 0.69 | … | … | 1.47 | 3.52 | 3.24 | 2.77 | 1.58 | 0.96 | 0.51 |
Data as of 06/04/2026, Common starting date is 05/20/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBTAX (Six Circles Tax Aware Bond Fund) |
-2.09%
Oct 2020 – Oct 2023 |
0.59%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CBTAX (Six Circles Tax Aware Bond Fund) |
5.73%
Oct 2022 – Oct 2025 |
1.82%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart