Six Circles Unconstrained Fund Manager Performance Evaluation
| CUSUX Fund | USD 18.77 0.09 0.48% |
The entity has a beta of -0.0462, which indicates not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Six Circles are expected to decrease at a much lower rate. During the bear market, Six Circles is likely to outperform the market.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Six Circles Unconstrained are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Six Circles is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio | 0.0600 |
Six |
Six Circles Relative Risk vs. Return Landscape
If you would invest 1,774 in Six Circles Unconstrained on August 24, 2024 and sell it today you would earn a total of 103.00 from holding Six Circles Unconstrained or generate 5.81% return on investment over 90 days. Six Circles Unconstrained is currently producing 0.0926% returns and takes up 0.7732% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Six, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Six Circles Current Valuation
Overvalued
Today
Please note that Six Circles' price fluctuation is very steady at this time. At this time, the fund appears to be overvalued. Six Circles Unconstrained has a current Real Value of $17.3 per share. The regular price of the fund is $18.77. We determine the value of Six Circles Unconstrained from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Since Six Circles is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Six Mutual Fund. However, Six Circles' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 18.77 | Real 17.3 | Hype 18.77 | Naive 18.65 |
The intrinsic value of Six Circles' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Six Circles' stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Six Circles Unconstrained helps investors to forecast how Six mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Six Circles more accurately as focusing exclusively on Six Circles' fundamentals will not take into account other important factors: Six Circles Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Six Circles' investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Six Circles Unconstrained, and traders can use it to determine the average amount a Six Circles' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1197
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| Cash | CUSUX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.77 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Six Circles is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Six Circles by adding it to a well-diversified portfolio.
Six Circles Fundamentals Growth
Six Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Six Circles, and Six Circles fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Six Mutual Fund performance.
| Total Asset | 17.68 B | |||
About Six Circles Performance
Evaluating Six Circles' performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Six Circles has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Six Circles has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
Under normal circumstances, the fund will invest at least 80 percent of its net assets in equity securities issued by U.S. companies and other instruments with economic characteristics similar to equity securities issued by U.S. companies. Equity securities include common stock, preferred stock and securities or other instruments whose price is linked to the value of common or preferred stock. The fund may also invest a portion of its assets in securities of real estate investment trusts that own andor manage properties. It is non-diversified.Things to note about Six Circles Unconstrained performance evaluation
Checking the ongoing alerts about Six Circles for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Six Circles Unconstrained help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund holds 99.34% of its assets under management (AUM) in equities |
- Analyzing Six Circles' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Six Circles' stock is overvalued or undervalued compared to its peers.
- Examining Six Circles' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Six Circles' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Six Circles' management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Six Circles' mutual fund. These opinions can provide insight into Six Circles' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Six Mutual Fund
Six Circles financial ratios help investors to determine whether Six Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Six with respect to the benefits of owning Six Circles security.
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity |