CAPPX Mutual Fund

CAPPX Mutual Fund

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Returns Overview

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPPX 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
MSCI World Index(MDWO)

CAPPX Mutual Fund Performance

CAPPX performance across multiple time periods: data pending.

CAPPX returns can be compared against peers and benchmarks. With an expense ratio of 2.62%, investors should weigh costs against performance when evaluating this mutual fund.

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