CAPFX Mutual Fund

CAPFX Mutual Fund

NAV$9.65
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Returns Overview

1 Month
+1.04%
3 Months
+0.39%
6 Months
+2.48%
YTD
+5.55%
1 Year
+7.43%
3 Years (annualized)
+13.03%
5 Years (annualized)
+4.84%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.55%
Peer Avg (YTD)
+3.02%
vs Peers
+2.53%

CAPFX Mutual Fund Performance

CAPFX performance across multiple time periods: 1-month 1.04%, YTD 5.55%, 1-year 7.43%, 3-year 13.03%, 5-year 4.84%, 10-year 6.17%.

CAPFX returns outperform the peer average of 3.02% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

CAPFX vs another fund shows side-by-side returns. CAPFX alternatives are available in the Mutual Fund Screener.