CAPRX Mutual Fund

CAPRX Mutual Fund

NAV$9.68
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Returns Overview

1 Month
+0.91%
3 Months
+0.33%
6 Months
+2.25%
YTD
+5.37%
1 Year
+7.24%
3 Years (annualized)
+12.87%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPRX 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)
+5.37%
Peer Avg (YTD)
+3.02%
vs Peers
+2.36%

CAPRX Mutual Fund Performance

CAPRX performance across multiple time periods: 1-month 0.91%, YTD 5.37%, 1-year 7.24%, 3-year 12.87%, 5-year 4.75%, 10-year 6.03%.

CAPRX returns outperform the peer average of 3.02% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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