CIUEX vs. CUSUX
Compare and contrast key facts about Six Circles International Unconstrained Equity Fund (CIUEX) and Six Circles U.S. Unconstrained Equity Fund (CUSUX).
CIUEX is managed by Six Circles. It was launched on Jul 9, 2018. CUSUX is managed by Six Circles. It was launched on Jul 9, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CIUEX or CUSUX.
Correlation
The correlation between CIUEX and CUSUX is 0.73, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CIUEX vs. CUSUX - Performance Comparison
Key characteristics
CIUEX:
0.73
CUSUX:
1.20
CIUEX:
1.10
CUSUX:
1.60
CIUEX:
1.13
CUSUX:
1.23
CIUEX:
0.88
CUSUX:
1.73
CIUEX:
1.98
CUSUX:
4.75
CIUEX:
5.06%
CUSUX:
3.45%
CIUEX:
13.68%
CUSUX:
13.71%
CIUEX:
-37.39%
CUSUX:
-35.74%
CIUEX:
-2.12%
CUSUX:
-5.29%
Returns By Period
In the year-to-date period, CIUEX achieves a 9.76% return, which is significantly higher than CUSUX's 4.19% return.
CIUEX
9.76%
5.03%
0.32%
9.61%
6.99%
N/A
CUSUX
4.19%
0.72%
4.35%
17.21%
10.81%
N/A
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CIUEX vs. CUSUX - Expense Ratio Comparison
CIUEX has a 0.10% expense ratio, which is higher than CUSUX's 0.05% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CIUEX vs. CUSUX — Risk-Adjusted Performance Rank
CIUEX
CUSUX
CIUEX vs. CUSUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Six Circles International Unconstrained Equity Fund (CIUEX) and Six Circles U.S. Unconstrained Equity Fund (CUSUX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CIUEX vs. CUSUX - Dividend Comparison
CIUEX's dividend yield for the trailing twelve months is around 2.96%, more than CUSUX's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|
CIUEX Six Circles International Unconstrained Equity Fund | 2.96% | 3.25% | 2.87% | 3.14% | 2.44% | 1.59% | 2.87% |
CUSUX Six Circles U.S. Unconstrained Equity Fund | 1.24% | 1.29% | 1.19% | 1.35% | 1.30% | 1.56% | 1.67% |
Drawdowns
CIUEX vs. CUSUX - Drawdown Comparison
The maximum CIUEX drawdown since its inception was -37.39%, roughly equal to the maximum CUSUX drawdown of -35.74%. Use the drawdown chart below to compare losses from any high point for CIUEX and CUSUX. For additional features, visit the drawdowns tool.
Volatility
CIUEX vs. CUSUX - Volatility Comparison
Six Circles International Unconstrained Equity Fund (CIUEX) has a higher volatility of 3.63% compared to Six Circles U.S. Unconstrained Equity Fund (CUSUX) at 2.65%. This indicates that CIUEX's price experiences larger fluctuations and is considered to be riskier than CUSUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.