Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSUX (SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND) | 8.88% | 27.25% | 22.25% | 13.18% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSUX (SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND) | 07/09/2018 | 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 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 27.25 | 22.25 | 13.18 | NA | NA | NA | … | … | 8.88 | 19.35 | 24.86 | 30.38 | -21.28 | 30.28 | 22.69 | 24.94 | -9.50 |
| Sharpe Ratio | NA | 2.17 | 1.29 | 0.61 | NA | NA | NA | … | … | 1.44 | 0.86 | 1.65 | 1.93 | -0.89 | 2.27 | 0.67 | 1.87 | -1.12 |
| Standard Deviation(%) | NA | 11.92 | 15.17 | 17.62 | NA | NA | NA | … | … | 13.61 | 19.17 | 12.85 | 13.95 | 25.71 | 13.35 | 33.36 | 12.53 | 18.20 |
| Draw Down(%) | NA | 11.01 | 19.16 | 26.17 | NA | NA | NA | … | … | 11.01 | 19.16 | 8.67 | 9.69 | 25.63 | 6.41 | 30.89 | 6.92 | 20.11 |
| Yield(%) | 0.00 | 9.83 | 7.70 | 7.47 | 6.26 | 4.17 | 3.13 | … | … | 0.00 | 10.03 | 7.84 | 1.54 | 2.06 | 18.69 | 1.86 | 2.06 | 0.00 |
Data as of 06/04/2026, Common starting date is 07/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSUX (SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND) |
7.41%
Apr 2021 – Apr 2024 |
9.45%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSUX (SIX CIRCLES U.S. UNCONSTRAINED EQUITY FUND) |
25.93%
Dec 2018 – Dec 2021 |
18.42%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart