CAPSX Mutual Fund

CAPSX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
-0.18%
3 Months
+2.04%
6 Months
+4.39%
YTD
+5.51%
1 Year
+11.46%
3 Years (annualized)
+10.99%
5 Years (annualized)
+5.39%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPSX 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)
+5.51%
Peer Avg (YTD)
+3.39%
vs Peers
+2.12%

CAPSX Mutual Fund Performance

CAPSX performance across multiple time periods: 1-month -0.18%, YTD 5.51%, 1-year 11.46%, 3-year 10.99%, 5-year 5.39%, 10-year 6.34%.

CAPSX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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