CAPOX Mutual Fund

NAV$10.55

Returns Overview

1 Month
+1.06%
3 Months
+3.56%
6 Months
+0.29%
YTD
+0.19%
1 Year
-3.15%
3 Years (annualized)
+3.27%
5 Years (annualized)
+0.29%
10 Years (annualized)
+4.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+0.19%
Peer Avg (YTD)
+3.47%
vs Peers
-3.28%

CAPOX Mutual Fund Performance

CAPOX performance across multiple time periods: 1-month 1.06%, YTD 0.19%, 1-year -3.15%, 3-year 3.27%, 5-year 0.29%, 10-year 4.06%.

CAPOX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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