CUSUX
Six Circles U.S. Unconstrained Equity Fund
Mutual fund
$21.11+0.18 (+0.86%)Close Oct 2, 2026
Jul 9, 2018 – Oct 2, 2026, Dividends reinvested
- Final balance
- $30,669
- CAGR
- +14.58%
- Max drawdown
- −35.55%
- Sharpe ratio
- 0.75
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +1.15%
- 3M
- +3.94%
- 6M
- +18.13%
- YTD
- +10.93%
- 1Y
- +14.45%
- 3Y
- +22.76%
- 5Y
- +12.91%
- Since 2018
- +14.58%
Metrics
Since 2018| Volatility | 21.26% |
|---|---|
| Sortino ratio | 1.07 |
| Calmar ratio | 0.41 |
| Best year, 2023 | +30.38% |
| Worst year, 2022 | −21.28% |
| Positive years | 6 of 7 |
| Longest drawdown | 2.4 years |
Worst drawdowns
Since 2018| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.5% | Dec 2021 | Oct 2022 | May 2024 | 2.4 years |
| −30.9% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.8% | Dec 2024 | Apr 2025 | Jul 2025 | 7 months |
| −20.1% | Oct 2018 | Dec 2018 | Jul 2019 | 9 months |
| −11.0% | Jan 2026 | Mar 2026 | Apr 2026 | 3 months |
Annual returns
2018 from Jul 9 · 2026 through Oct 2