CAPCX Mutual Fund

NAV$9.77

Returns Overview

1 Month
+0.57%
3 Months
+6.65%
6 Months
+5.03%
YTD
+4.80%
1 Year
+12.02%
3 Years (annualized)
+10.48%
5 Years (annualized)
+4.28%
10 Years (annualized)
+5.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPCX 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)
+4.80%
Peer Avg (YTD)
+4.14%
vs Peers
+0.66%

CAPCX Mutual Fund Performance

CAPCX performance across multiple time periods: 1-month 0.57%, YTD 4.80%, 1-year 12.02%, 3-year 10.48%, 5-year 4.28%, 10-year 5.34%.

CAPCX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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