CAPAX Mutual Fund

NAV$9.85

Returns Overview

1 Month
+0.74%
3 Months
+6.99%
6 Months
+5.58%
YTD
+5.35%
1 Year
+12.96%
3 Years (annualized)
+11.44%
5 Years (annualized)
+5.17%
10 Years (annualized)
+6.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.35%
Peer Avg (YTD)
+4.14%
vs Peers
+1.21%

CAPAX Mutual Fund Performance

CAPAX performance across multiple time periods: 1-month 0.74%, YTD 5.35%, 1-year 12.96%, 3-year 11.44%, 5-year 5.17%, 10-year 6.28%.

CAPAX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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