CAPTX Mutual Fund

CAPTX Mutual Fund

NAV$12.94
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Returns Overview

1 Month
-2.76%
3 Months
-0.15%
6 Months
+0.29%
YTD
+9.21%
1 Year
+13.44%
3 Years (annualized)
+11.88%
5 Years (annualized)
+2.04%
10 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPTX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+5.74%
vs Peers
+3.47%

CAPTX Mutual Fund Performance

CAPTX performance across multiple time periods: 1-month -2.76%, YTD 9.21%, 1-year 13.44%, 3-year 11.88%, 5-year 2.04%, 10-year 3.97%.

CAPTX returns outperform the peer average of 5.74% YTD. With an expense ratio of 4.23%, investors should weigh costs against performance when evaluating this mutual fund.

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