Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CGLBX (Six Circles Global Bond Fund) | 0.18% | 2.37% | 4.50% | 1.34% | 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 |
|---|---|---|
| CGLBX (Six Circles Global 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 (%) | -0.12 | 2.37 | 4.50 | 1.34 | NA | NA | NA | … | … | 0.18 | 3.88 | 3.96 | 8.13 | -8.92 | -0.88 | 2.57 |
| Sharpe Ratio | NA | 0.08 | 0.41 | -0.27 | NA | NA | NA | … | … | -0.47 | 0.36 | 0.08 | 0.82 | -2.29 | -0.48 | 2.23 |
| Standard Deviation(%) | NA | 2.61 | 3.95 | 4.10 | NA | NA | NA | … | … | 3.13 | 2.80 | 4.34 | 5.49 | 4.54 | 1.89 | 1.85 |
| Draw Down(%) | NA | 2.34 | 3.57 | 12.18 | NA | NA | NA | … | … | 2.34 | 1.41 | 2.02 | 3.87 | 11.07 | 1.89 | 1.07 |
| Yield(%) | 0.00 | 4.11 | 3.82 | 4.29 | 2.25 | 1.50 | 1.13 | … | … | 1.01 | 4.42 | 3.88 | 3.12 | 9.15 | 2.40 | 0.68 |
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 |
|---|---|---|---|---|
| CGLBX (Six Circles Global Bond Fund) |
-2.91%
Oct 2020 – Oct 2023 |
0.77%
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 |
|---|---|---|---|---|
| CGLBX (Six Circles Global Bond Fund) |
5.71%
Oct 2022 – Oct 2025 |
1.72%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart