# Six Circles Tax Aware Intermediate Dur (CUTAX)

> Source: Nexqual · https://nexqual.com/CUTAX · data as of 2026-10-24 00:01 UTC · cite as "Nexqual, Six Circles Tax Aware Intermediate Dur (CUTAX), nexqual.com/CUTAX" · informational, not investment advice.

**Price:** USD 9.71 (+0.21% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 9.69 · day 9.71–9.71 · 52w 9.37–9.99 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +0.7% vs S&P 500 +13.4%; 5Y +10.9% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +0.7% | +10.9% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +0.7% | +2.1% |
| Volatility (annualized) | 2.6% | 1.5% |
| Max drawdown | -5.4% (Jun 2026→Sep 2026) | -4.5% (Jun 2026→Sep 2026) |

## Peers
CUSUX (Six Circles US Unconstrained Eq) USD 20.74 +0.00% · CIUEX (Six Circles International Uncon) USD 14.75 +0.00% · CBTAX (Six Circles Tax Aware Bond Fund) USD 9.5 +0.00% · CRDOX (Six Circles Credit Opportunitie) USD 8.67 -0.00% · BNMLX (BlackRock National Municipal Fu) USD 9.66 +0.00%

## More
Full page: https://nexqual.com/CUTAX · 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