CAPSX Mutual Fund

NAV$9.86

Returns Overview

1 Month
+0.76%
3 Months
+7.05%
6 Months
+5.70%
YTD
+5.70%
1 Year
+13.23%
3 Years (annualized)
+11.70%
5 Years (annualized)
+5.43%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPSX 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)
+5.70%
Peer Avg (YTD)
+4.14%
vs Peers
+1.56%

CAPSX Mutual Fund Performance

CAPSX performance across multiple time periods: 1-month 0.76%, YTD 5.70%, 1-year 13.23%, 3-year 11.70%, 5-year 5.43%, 10-year 6.69%.

CAPSX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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