Six Circles Managed Fund Manager Performance Evaluation
| CMIUX Fund | USD 13.68 0.06 0.44% |
The entity has a beta of 0.42, 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
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Very Weak
Over the last 90 days Six Circles Managed has generated negative risk-adjusted returns adding no value to fund investors. 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 | 0.1100 |
Six |
Six Circles Relative Risk vs. Return Landscape
If you would invest 1,417 in Six Circles Managed on September 5, 2024 and sell it today you would lose (49.00) from holding Six Circles Managed or give up 3.46% of portfolio value over 90 days. Six Circles Managed is currently producing negative expected returns and takes up 0.9052% volatility of returns over 90 trading days. Put another way, 8% 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
Fairly Valued
Today
Please note that Six Circles' price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Six Circles Managed has a current Real Value of $13.77 per share. The regular price of the fund is $13.68. We determine the value of Six Circles Managed 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 13.68 | Real 13.77 | Hype 13.68 | Naive 13.94 |
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 Managed 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 Managed, 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 = -0.0563
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | CMIUX |
Estimated Market Risk
| 0.91 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.06 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Six Circles is not performing at its full potential. However, 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 Six Circles 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 | 2.99 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 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.Things to note about Six Circles Managed 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 Managed help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Six Circles Managed generated a negative expected return over the last 90 days | |
| The fund holds 95.75% 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.
| Analyst Advice Analyst recommendations and target price estimates broken down by several categories | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |