CAPAX Mutual Fund

CAPAX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-0.20%
3 Months
+1.98%
6 Months
+4.27%
YTD
+5.14%
1 Year
+11.20%
3 Years (annualized)
+10.72%
5 Years (annualized)
+5.13%
10 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPAX 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
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🏦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)
+5.14%
Peer Avg (YTD)
+3.39%
vs Peers
+1.75%

CAPAX Mutual Fund Performance

CAPAX performance across multiple time periods: 1-month -0.20%, YTD 5.14%, 1-year 11.20%, 3-year 10.72%, 5-year 5.13%, 10-year 6.08%.

CAPAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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