Nasdaq - Delayed Quote
USD
Six Circles U.S. Unconstrained Equity (CUSUX)
20.62
-0.44
(-2.09%)
At close: 8:01:06 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 10.67% |
|---|---|
| 5y Average Return | 11.52% |
| Number of Years Up | 6 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 29, 2026) | 30.48% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 30.48% |
| Worst 3Y Total Return | 8.06% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CUSUX
Category
- YTD
- 9.88%
- 5.31%
- 1-Month
- -0.14%
- -4.19%
- 3-Month
- 2.75%
- 3.90%
- 1-Year
- 14.11%
- 20.31%
- 3-Year
- 22.52%
- 6.48%
- 5-Year
- 13.01%
- 11.78%
- 10-Year
- 0.00%
- 10.96%
- Last Bull Market
- 22.28%
- 25.56%
- Last Bear Market
- -15.68%
- -15.11%
Annual Total Return (%) History
Year
CUSUX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-6.99% | 14.97% | 2.75% | -- |
|
2025
|
-4.71% | 12.12% | 7.58% | 3.85% |
|
2024
|
11.19% | 4.12% | 6.23% | 1.54% |
|
2023
|
8.16% | 9.95% | -2.34% | 12.30% |
|
2022
|
-5.26% | -15.68% | -6.59% | 5.58% |
|
2021
|
7.96% | 10.34% | 0.00% | 9.54% |
|
2020
|
-16.19% | 21.57% | 9.44% | 10.08% |
|
2019
|
11.71% | 2.77% | 0.00% | 8.83% |
|
2018
|
-13.62% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 66 |
| 1-Month | 19 |
|---|---|
| 3-Month | 24 |
| 1-Year | 54 |
| 3-Year | 32 |
| 5-Year | 38 |
Load Adjusted Returns
| 1-Year | 14.11% |
| 3-Year | 22.52% |
|---|---|
| 5-Year | 13.01% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 10.67% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 66 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.01 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Six Circles |
| Net Assets | 37.2B |
| YTD Return | 9.88% |
| Yield | 0.89% |
| Morningstar Rating | |
| Inception Date | Jul 09, 2018 |
Fund Summary
Under normal circumstances, the fund will invest at least 80% of its net assets (plus borrowings) in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. Equity securities include common stock, preferred stock and securities or other instruments whose price is linked to the value of common or preferred stock. The fund may also invest a portion of its assets in securities of real estate investment trusts ("REITs") that own and/or manage properties. It is non-diversified.
