Six Circles Financial Statements From 2010 to 2024
| CMIUX Fund | USD 13.69 0.14 1.01% |
Check Six Circles financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Six Circles' main balance sheet or income statement drivers, such as , as well as many indicators such as . Six financial statements analysis is a perfect complement when working with Six Circles Valuation or Volatility modules.
Six |
Six Circles Managed Mutual Fund Three Year Return Analysis
Six Circles' Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Six Circles Three Year Return | 5.54 % |
Most of Six Circles' fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Six Circles Managed is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Six Circles Managed has a Three Year Return of 5.5378%. This is much higher than that of the Six Circles family and significantly higher than that of the Europe Stock category. The three year return for all United States funds is notably lower than that of the firm.
Six Circles Managed Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Six Circles's current stock value. Our valuation model uses many indicators to compare Six Circles value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Six Circles competition to find correlations between indicators driving Six Circles's intrinsic value. More Info.Six Circles Managed is the top fund in annual yield among similar funds. It also is the top fund in year to date return among similar funds creating about 331.46 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Six Circles' earnings, one of the primary drivers of an investment's value.About Six Circles Financial Statements
Six Circles investors use historical fundamental indicators, such as Six Circles' revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Six Circles. Please read more on 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 and other instruments with economic characteristics similar to equity securities. It may also invest in companies in emerging markets or developing countries, U.S. dollar-denominated securities issued by foreign entities, and American Depositary Receipts or Global Depositary Receipts . The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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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