CAPCX Mutual Fund

CAPCX Mutual Fund

NAV$9.58
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Returns Overview

1 Month
+1.24%
3 Months
+1.64%
6 Months
+4.56%
YTD
+5.92%
1 Year
+9.44%
3 Years (annualized)
+10.76%
5 Years (annualized)
+4.31%
10 Years (annualized)
+5.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPCX 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)
+5.92%
Peer Avg (YTD)
+3.78%
vs Peers
+2.14%

CAPCX Mutual Fund Performance

CAPCX performance across multiple time periods: 1-month 1.24%, YTD 5.92%, 1-year 9.44%, 3-year 10.76%, 5-year 4.31%, 10-year 5.33%.

CAPCX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.74%, investors should weigh costs against performance when evaluating this mutual fund.

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