# Six Circles Tax Aware Bond (CBTAX)

> Source: Nexqual · https://nexqual.com/CBTAX · data as of 2026-10-24 00:00 UTC · cite as "Nexqual, Six Circles Tax Aware Bond (CBTAX), nexqual.com/CBTAX" · informational, not investment advice.

**Price:** USD 9.5 (+0.32% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 9.47 · day 9.5–9.5 · 52w 9.17–9.97 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y -0.2% vs S&P 500 +13.4%; 5Y +5.2% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | -0.2% | +5.2% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | -0.2% | +1.0% |
| Volatility (annualized) | 3.2% | 4.8% |
| Max drawdown | -6.1% (Jul 2026→Sep 2026) | -11.5% (Dec 2021→Oct 2022) |

## Peers
CUSUX (Six Circles US Unconstrained Eq) USD 20.74 +0.00% · CIUEX (Six Circles International Uncon) USD 14.75 +0.00% · CRDOX (Six Circles Credit Opportunitie) USD 8.67 -0.00% · CUTAX (Six Circles Tax Aware Ultra Sho) USD 9.71 -0.00% · FIQZX (Fidelity Advisor Intermediate M) USD 9.94 +0.00%

## More
Full page: https://nexqual.com/CBTAX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt