CMEUX
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Mutual fund
$27.64+0.23 (+0.84%)Close Oct 2, 2026
Apr 16, 2019 – Oct 2, 2026, Dividends reinvested
- Final balance
- $31,781
- CAGR
- +16.76%
- Max drawdown
- −28.39%
- Sharpe ratio
- 0.89
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.54%
- 3M
- +4.11%
- 6M
- +18.98%
- YTD
- +13.89%
- 1Y
- +16.82%
- 3Y
- +23.30%
- 5Y
- +13.59%
- Since 2019
- +16.76%
Metrics
Since 2019| Volatility | 19.56% |
|---|---|
| Sortino ratio | 1.28 |
| Calmar ratio | 0.59 |
| Best year, 2020 | +29.11% |
| Worst year, 2022 | −20.29% |
| Positive years | 5 of 6 |
| Longest drawdown | 2 years |
Worst drawdowns
Since 2019| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −28.4% | Feb 2020 | Mar 2020 | Jun 2020 | 4 months |
| −25.6% | Dec 2021 | Oct 2022 | Dec 2023 | 2 years |
| −19.6% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −9.5% | Jan 2026 | Mar 2026 | Apr 2026 | 3 months |
| −9.1% | Jul 2024 | Aug 2024 | Sep 2024 | 2 months |
Annual returns
2019 from Apr 16 · 2026 through Oct 2