CAAPX Mutual Fund

NAV$44.51

Returns Overview

1 Month
+5.42%
3 Months
+13.71%
6 Months
+15.01%
YTD
+13.59%
1 Year
+29.77%
3 Years (annualized)
+14.00%
5 Years (annualized)
+10.11%
10 Years (annualized)
+12.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAPX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+13.59%
Peer Avg (YTD)
+10.82%
vs Peers
+2.78%

CAAPX Mutual Fund Performance

CAAPX performance across multiple time periods: 1-month 5.42%, YTD 13.59%, 1-year 29.77%, 3-year 14.00%, 5-year 10.11%, 10-year 12.14%.

CAAPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

CAAPX performance comparison shows side-by-side returns with another fund. CAAPX alternatives are available in the Mutual Fund Screener.