Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMEUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO US UNCONSTRAINED FUND) | 6.55% | 22.93% | 20.70% | 12.73% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 04/10/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMEUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO US UNCONSTRAINED FUND) | 04/10/2019 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -4.19 | 22.93 | 20.70 | 12.73 | NA | NA | NA | … | … | 6.55 | 18.38 | 24.94 | 29.09 | -20.29 | 26.65 | 29.11 | 11.90 |
| Sharpe Ratio | NA | 1.97 | 1.20 | 0.61 | NA | NA | NA | … | … | 1.27 | 0.80 | 1.60 | 1.90 | -0.84 | 1.93 | 0.90 | 1.18 |
| Standard Deviation(%) | NA | 12.53 | 15.47 | 17.75 | NA | NA | NA | … | … | 14.28 | 19.39 | 13.31 | 13.53 | 25.80 | 13.81 | 31.76 | 13.01 |
| Draw Down(%) | NA | 9.51 | 19.57 | 25.61 | NA | NA | NA | … | … | 9.51 | 19.57 | 9.07 | 9.49 | 25.34 | 6.78 | 28.39 | 8.11 |
| Yield(%) | 0.00 | 1.16 | 1.43 | 1.99 | 2.19 | 1.46 | 1.09 | … | … | 0.00 | 1.19 | 1.27 | 1.49 | 1.19 | 5.08 | 4.12 | 1.89 |
Data as of 06/10/2026, Common starting date is 04/10/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMEUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO US UNCONSTRAINED FUND) |
7.74%
Apr 2021 – Apr 2024 |
11.80%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMEUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO US UNCONSTRAINED FUND) |
25.08%
Sep 2022 – Sep 2025 |
18.17%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart