CAPFX Mutual Fund

NAV$9.84

Returns Overview

1 Month
+0.74%
3 Months
+7.00%
6 Months
+5.47%
YTD
+5.24%
1 Year
+12.98%
3 Years (annualized)
+11.41%
5 Years (annualized)
+5.15%
10 Years (annualized)
+6.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPFX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.24%
Peer Avg (YTD)
+4.14%
vs Peers
+1.10%

CAPFX Mutual Fund Performance

CAPFX performance across multiple time periods: 1-month 0.74%, YTD 5.24%, 1-year 12.98%, 3-year 11.41%, 5-year 5.15%, 10-year 6.17%.

CAPFX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

CAPFX performance comparison shows side-by-side returns with another fund. CAPFX alternatives are available in the Mutual Fund Screener.