Six Circles Unconstrained Fund Manager Performance Evaluation
| CUSUX Fund | USD 18.81 0.05 0.27% |
The entity has a beta of 0.75, which indicates possible diversification benefits within a given portfolio. As returns on the market increase, Six Circles' returns are expected to increase less than the market. However, during the bear market, the loss of holding Six Circles is expected to be smaller as well.
Risk-Adjusted Performance
Fair
Weak | Strong |
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 weak basic indicators, Six Circles may actually be approaching a critical reversion point that can send shares even higher in March 2026.
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Six Circles Relative Risk vs. Return Landscape
If you would invest 1,713 in Six Circles Unconstrained on November 14, 2025 and sell it today you would earn a total of 168.00 from holding Six Circles Unconstrained or generate 9.81% return on investment over 90 days. Six Circles Unconstrained is currently producing 0.1647% returns and takes up 1.3484% volatility of returns over 90 trading days. Put another way, 12% of traded mutual funds are less volatile than Six, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Six Circles Current Valuation
Undervalued
Today
Please note that Six Circles' price fluctuation is very steady at this time. At this time, the fund appears to be undervalued. Six Circles Unconstrained has a current Real Value of $20.5 per share. The regular price of the fund is $18.81. 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 18.81 | Real 20.5 | Hype 18.81 |
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 Target Price Odds to finish over Current Price
The tendency of Six Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 18.81 | 90 days | 18.81 | about 30.85 |
Based on a normal probability distribution, the odds of Six Circles to move above the current price in 90 days from now is about 30.85 (This Six Circles Unconstrained probability density function shows the probability of Six Mutual Fund to fall within a particular range of prices over 90 days) .
Six Circles Price Density |
| Price |
Predictive Modules for Six Circles
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Six Circles Unconstrained. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Six Circles' price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Six Circles Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Six Circles is not an exception. The market had few large corrections towards the Six Circles' value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Six Circles Unconstrained, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Six Circles within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.08 | |
β | Beta against Dow Jones | 0.75 | |
σ | Overall volatility | 0.92 | |
Ir | Information ratio | 0.04 |
Six Circles Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Six Circles for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Six Circles Unconstrained can help investors quickly react to important events or material 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 |
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.
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