Nasdaq - Delayed Quote
USD
Six Circles Credit Opportunities (CRDOX)
8.67
-0.01
(-0.12%)
At close: 8:01:05 PM EDT
Fund Summary
The fund is designed to provide total return by investing mainly in global fixed income opportunities, including below investment-grade debt, as well as other tactical credit opportunities. It has broad flexibility to invest in a wide variety of debt securities and instruments of any maturity and will not be managed to a target duration or average weighted maturity. Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in fixed income, debt or credit instruments and other related instruments with similar economic characteristics.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.56% |
|---|---|
| Worst 1Y Total Return | -- |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | 0.92% |
| 5y Average Return | 3.55% |
| Rank in Category (ytd) | 38 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.63 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| |
CRDOX | Category Average | CRDOX | Category Average | CRDOX | Category Average |
|
Alpha
|
3.89 | 0.03 | 2.92 | 0.04 | -- | 0.04 |
|
BETA
|
0.63 | 0.01 | 0.75 | 0 | -- | 0 |
|
Mean Annual Return
|
0.68 | 0.01 | 0.3 | 0.01 | -- | 0 |
|
R-squared
|
69.38 | 0.04 | 59.74 | 0.05 | -- | 0.04 |
|
Standard Deviation
|
4.26 | 0.09 | 6.3 | 0.07 | -- | 0.07 |
|
Sharpe Ratio
|
0.86 | 0.01 | -0.06 | 0.01 | -- | 0.01 |
|
Treynor Ratio
|
5.99 | 0.11 | -0.74 | 0.11 | -- | 0.12 |
