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CRDOX vs. JGH
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

CRDOX vs. JGH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Six Circles Credit Opportunities Fund (CRDOX) and Nuveen Global High Income Fund (JGH). The values are adjusted to include any dividend payments, if applicable.

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CRDOX vs. JGH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
CRDOX
Six Circles Credit Opportunities Fund
-1.45%7.48%8.69%8.06%-10.62%2.66%1.71%
JGH
Nuveen Global High Income Fund
0.85%8.62%15.98%20.89%-21.01%10.84%8.75%

Returns By Period

In the year-to-date period, CRDOX achieves a -1.45% return, which is significantly lower than JGH's 0.85% return.


CRDOX

1D
0.34%
1M
-2.43%
YTD
-1.45%
6M
0.10%
1Y
6.40%
3Y*
6.56%
5Y*
2.70%
10Y*

JGH

1D
1.55%
1M
-2.16%
YTD
0.85%
6M
-3.01%
1Y
6.05%
3Y*
14.91%
5Y*
5.74%
10Y*
8.51%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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CRDOX vs. JGH - Expense Ratio Comparison

CRDOX has a 0.29% expense ratio, which is lower than JGH's 1.68% expense ratio.


Return for Risk

CRDOX vs. JGH — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CRDOX
CRDOX Risk / Return Rank: 8484
Overall Rank
CRDOX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
CRDOX Sortino Ratio Rank: 9292
Sortino Ratio Rank
CRDOX Omega Ratio Rank: 9393
Omega Ratio Rank
CRDOX Calmar Ratio Rank: 6868
Calmar Ratio Rank
CRDOX Martin Ratio Rank: 7474
Martin Ratio Rank

JGH
JGH Risk / Return Rank: 1313
Overall Rank
JGH Sharpe Ratio Rank: 1414
Sharpe Ratio Rank
JGH Sortino Ratio Rank: 1212
Sortino Ratio Rank
JGH Omega Ratio Rank: 1515
Omega Ratio Rank
JGH Calmar Ratio Rank: 1313
Calmar Ratio Rank
JGH Martin Ratio Rank: 1111
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CRDOX vs. JGH - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Six Circles Credit Opportunities Fund (CRDOX) and Nuveen Global High Income Fund (JGH). 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.


CRDOXJGHDifference

Sharpe ratio

Return per unit of total volatility

2.04

0.44

+1.60

Sortino ratio

Return per unit of downside risk

2.80

0.63

+2.17

Omega ratio

Gain probability vs. loss probability

1.47

1.11

+0.36

Calmar ratio

Return relative to maximum drawdown

1.81

0.43

+1.38

Martin ratio

Return relative to average drawdown

8.08

1.22

+6.86

CRDOX vs. JGH - Sharpe Ratio Comparison

The current CRDOX Sharpe Ratio is 2.04, which is higher than the JGH Sharpe Ratio of 0.44. The chart below compares the historical Sharpe Ratios of CRDOX and JGH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


CRDOXJGHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.04

0.44

+1.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.66

0.42

+0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.72

0.39

+0.33

Correlation

The correlation between CRDOX and JGH is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

CRDOX vs. JGH - Dividend Comparison

CRDOX's dividend yield for the trailing twelve months is around 6.34%, less than JGH's 9.98% yield.


TTM20252024202320222021202020192018201720162015
CRDOX
Six Circles Credit Opportunities Fund
6.34%5.18%6.96%6.86%5.82%2.73%0.33%0.00%0.00%0.00%0.00%0.00%
JGH
Nuveen Global High Income Fund
9.98%9.82%9.67%10.18%12.05%8.19%7.13%7.53%9.88%8.52%9.61%11.44%

Drawdowns

CRDOX vs. JGH - Drawdown Comparison

The maximum CRDOX drawdown since its inception was -15.92%, smaller than the maximum JGH drawdown of -43.79%. Use the drawdown chart below to compare losses from any high point for CRDOX and JGH.


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Drawdown Indicators


CRDOXJGHDifference

Max Drawdown

Largest peak-to-trough decline

-15.92%

-43.79%

+27.87%

Max Drawdown (1Y)

Largest decline over 1 year

-3.14%

-11.69%

+8.55%

Max Drawdown (5Y)

Largest decline over 5 years

-15.92%

-28.66%

+12.74%

Max Drawdown (10Y)

Largest decline over 10 years

-43.79%

Current Drawdown

Current decline from peak

-2.81%

-4.36%

+1.55%

Average Drawdown

Average peak-to-trough decline

-3.63%

-7.09%

+3.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.70%

4.09%

-3.39%

Volatility

CRDOX vs. JGH - Volatility Comparison

The current volatility for Six Circles Credit Opportunities Fund (CRDOX) is 1.44%, while Nuveen Global High Income Fund (JGH) has a volatility of 5.07%. This indicates that CRDOX experiences smaller price fluctuations and is considered to be less risky than JGH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRDOXJGHDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.44%

5.07%

-3.63%

Volatility (6M)

Calculated over the trailing 6-month period

2.19%

8.26%

-6.07%

Volatility (1Y)

Calculated over the trailing 1-year period

3.28%

13.86%

-10.58%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.11%

13.67%

-9.56%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.04%

15.85%

-11.81%