CAPE ETF

CAPE ETF
$33.45
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Returns Overview

1 Month
+1.49%
3 Months
+1.26%
6 Months
+0.07%
YTD
+2.29%
1 Year
+5.70%
3 Years (annualized)
+10.30%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CAPE 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
+2.29%
Peer Avg (YTD)
+4.46%
vs Peers
-2.17%

CAPE ETF Performance

CAPE performance across multiple time periods: 1-month 1.49%, YTD 2.29%, 1-year 5.70%, 3-year 10.30%.

CAPE returns trail the peer average of 4.46% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

CAPE vs another fund shows side-by-side returns. CAPE alternatives are available in the ETF Screener.

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month+1.49%N/A
3 Months+1.26%N/A
6 Months+0.07%N/A
1 Year+5.70%N/A
3 Years+10.30%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized