CAPRX Mutual Fund

NAV$9.88

Returns Overview

1 Month
+0.72%
3 Months
+6.92%
6 Months
+5.49%
YTD
+5.26%
1 Year
+12.92%
3 Years (annualized)
+11.31%
5 Years (annualized)
+5.06%
10 Years (annualized)
+6.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPRX 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)
+5.26%
Peer Avg (YTD)
+4.14%
vs Peers
+1.12%

CAPRX Mutual Fund Performance

CAPRX performance across multiple time periods: 1-month 0.72%, YTD 5.26%, 1-year 12.92%, 3-year 11.31%, 5-year 5.06%, 10-year 6.29%.

CAPRX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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