CAPCX Mutual Fund

CAPCX Mutual Fund

NAV$9.76
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Returns Overview

1 Month
-0.17%
3 Months
+1.76%
6 Months
+3.83%
YTD
+4.62%
1 Year
+10.27%
3 Years (annualized)
+9.80%
5 Years (annualized)
+4.26%
10 Years (annualized)
+5.23%

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
PROUpgrade to run
🏦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)
+4.62%
Peer Avg (YTD)
+3.39%
vs Peers
+1.24%

CAPCX Mutual Fund Performance

CAPCX performance across multiple time periods: 1-month -0.17%, YTD 4.62%, 1-year 10.27%, 3-year 9.80%, 5-year 4.26%, 10-year 5.23%.

CAPCX returns outperform the peer average of 3.39% 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.