CAPE ETF

$32.78

Returns Overview

1 Month
+0.75%
3 Months
+5.11%
6 Months
+0.77%
YTD
+1.09%
1 Year
+3.34%
3 Years (annualized)
+11.22%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CAPE have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+1.09%
Peer Avg (YTD)
+6.08%
vs Peers
-4.99%

CAPE ETF Performance

CAPE performance across multiple time periods: 1-month 0.75%, YTD 1.09%, 1-year 3.34%, 3-year 11.22%.

CAPE returns trail the peer average of 6.08% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

CAPE performance comparison shows side-by-side returns with another fund. CAPE alternatives are available in the ETF Screener.

Performance & Returns

Loading chart...

Performance Returns

PeriodTotal ReturnDate Range
1 Month+0.75%N/A
3 Months+5.11%N/A
6 Months+0.77%N/A
1 Year+3.34%N/A
3 Years+11.22%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized