CAPEX Mutual Fund

CAPEX Mutual Fund

NAV$3223.42
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Returns Overview

1 Month
+0.49%
3 Months
+3.33%
6 Months
+6.64%
YTD
+8.28%
1 Year
+16.13%
3 Years (annualized)
+18.76%
5 Years (annualized)
+11.82%
10 Years (annualized)
+14.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPEX 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)
+8.28%
Peer Avg (YTD)
+6.23%
vs Peers
+2.05%

CAPEX Mutual Fund Performance

CAPEX performance across multiple time periods: 1-month 0.49%, YTD 8.28%, 1-year 16.13%, 3-year 18.76%, 5-year 11.82%, 10-year 14.77%.

CAPEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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