Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CUSDX (Six Circles Ultra Short Duration Fund) | 1.53% | 4.44% | 5.31% | 3.56% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/31/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CUSDX (Six Circles Ultra Short Duration Fund) | 10/31/2019 | 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 (%) | 0.10 | 4.44 | 5.31 | 3.56 | NA | NA | NA | … | … | 1.53 | 4.82 | 5.96 | 5.94 | -0.10 | 0.04 | 2.05 | 0.39 |
| Sharpe Ratio | NA | 2.29 | 2.76 | 1.25 | NA | NA | NA | … | … | 1.10 | 2.65 | 3.27 | 2.67 | -1.70 | 0.03 | 1.91 | 2.86 |
| Standard Deviation(%) | NA | 0.74 | 0.74 | 0.79 | NA | NA | NA | … | … | 0.78 | 0.73 | 0.72 | 0.86 | 0.90 | 0.50 | 0.94 | 0.46 |
| Draw Down(%) | NA | 0.20 | 0.30 | 1.48 | NA | NA | NA | … | … | 0.20 | 0.30 | 0.10 | 0.31 | 1.24 | 0.34 | 1.90 | 0.00 |
| Yield(%) | 0.00 | 4.15 | 4.51 | 3.47 | 1.98 | 1.32 | 0.99 | … | … | 1.62 | 4.41 | 4.81 | 4.07 | 2.14 | 0.84 | 1.63 | 0.49 |
Data as of 06/10/2026, Common starting date is 10/31/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSDX (Six Circles Ultra Short Duration Fund) |
0.56%
Nov 2019 – Nov 2022 |
2.67%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CUSDX (Six Circles Ultra Short Duration Fund) |
5.61%
Oct 2022 – Oct 2025 |
3.52%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart