CAPOX Mutual Fund

CAPOX Mutual Fund

NAV$10.57
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Returns Overview

1 Month
+1.10%
3 Months
+1.49%
6 Months
+0.14%
YTD
+1.29%
1 Year
-1.63%
3 Years (annualized)
+2.87%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.54%

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
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📉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
HFRX Equity Hedge Index(HFRXEH)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+2.39%
vs Peers
-1.10%

CAPOX Mutual Fund Performance

CAPOX performance across multiple time periods: 1-month 1.10%, YTD 1.29%, 1-year -1.63%, 3-year 2.87%, 5-year 0.60%, 10-year 2.54%.

CAPOX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.51%, investors should weigh costs against performance when evaluating this mutual fund.

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