Six Circles Credit Opportunities Fund (CRDOX)

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The chart shows the growth of an initial investment of $10,000 in Six Circles Credit Opportunities Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Six Circles Credit Opportunities Fund (CRDOX) has returned -1.78% so far this year and 6.28% over the past 12 months.

Based on dividend-adjusted daily data since Nov 23, 2020, CRDOX's average daily return is +0.01%, while the average monthly return is +0.24%. At this rate, your investment would double in approximately 24.1 years.

Historically, 63% of months were positive and 37% were negative. The best month was Nov 2023 with a return of +4.2%, while the worst month was Jun 2022 at -6.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, CRDOX closed higher 42% of trading days. The best single day was Nov 10, 2022 with a return of +1.3%, while the worst single day was Jun 13, 2022 at -1.8%.

Six Circles Credit Opportunities Fund has an annualized alpha of 1.70%, beta of 0.10, and R² of 0.19 versus S&P 500 Index. Calculated based on daily prices since November 24, 2020.

• This fund participated in 35.41% of S&P 500 Index downside but only 25.37% of its upside — more exposed to losses than it benefited from rallies.
• Beta of 0.10 may look defensive, but with R² of 0.19 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R² of 0.19 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CRDOX has an expense ratio of 0.29%, placing it in the medium range.

CRDOX ranks 81 for risk / return — in the top 81% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Six Circles Credit Opportunities Fund (CRDOX) and compare them to a chosen benchmark (S&P 500 Index).

Six Circles Credit Opportunities Fund provided a 6.36% dividend yield over the last twelve months, with an annual payout of $0.56 per share.

The table displays the monthly dividend distributions for Six Circles Credit Opportunities Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Six Circles Credit Opportunities Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Six Circles Credit Opportunities Fund was 15.92%, occurring on Oct 21, 2022. Recovery took 411 trading sessions.

The current Six Circles Credit Opportunities Fund drawdown is 3.14%.

The chart below shows the rolling one-month volatility.