Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMIUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO INTERNATIONAL UNCONSTRAINED FUND) | 5.08% | 16.60% | 15.06% | 9.16% | 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 |
|---|---|---|
| CMIUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO INTERNATIONAL 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 (%) | -2.17 | 16.60 | 15.06 | 9.16 | NA | NA | NA | … | … | 5.08 | 33.36 | 2.63 | 20.07 | -12.61 | 19.72 | 9.26 | 4.41 |
| Sharpe Ratio | NA | 0.99 | 0.82 | 0.40 | NA | NA | NA | … | … | 0.59 | 1.89 | -0.08 | 1.18 | -0.57 | 1.43 | 0.27 | 0.50 |
| Standard Deviation(%) | NA | 15.42 | 15.24 | 17.38 | NA | NA | NA | … | … | 19.69 | 16.18 | 13.20 | 14.00 | 24.72 | 13.75 | 32.64 | 9.48 |
| Draw Down(%) | NA | 11.76 | 14.30 | 29.49 | NA | NA | NA | … | … | 11.76 | 14.30 | 10.92 | 12.39 | 29.49 | 6.65 | 36.83 | 7.20 |
| Yield(%) | 0.00 | 2.83 | 2.97 | 2.62 | 2.05 | 1.36 | 1.02 | … | … | 0.00 | 3.42 | 2.99 | 2.62 | 2.52 | 2.23 | 1.93 | 1.59 |
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 |
|---|---|---|---|---|
| CMIUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO INTERNATIONAL UNCONSTRAINED FUND) |
0.17%
Sep 2019 – Sep 2022 |
7.09%
Dec 2019 – Dec 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMIUX (SIX CIRCLES MANAGED EQUITY PORTFOLIO INTERNATIONAL UNCONSTRAINED FUND) |
23.42%
Sep 2022 – Sep 2025 |
15.68%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart