CAPTX Mutual Fund

CAPTX Mutual Fund

NAV$14.20
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Returns Overview

1 Month
-6.07%
3 Months
+0.44%
6 Months
+3.92%
YTD
+10.77%
1 Year
+22.93%
3 Years (annualized)
+10.23%
5 Years (annualized)
+4.56%

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)
+10.77%
Peer Avg (YTD)
+5.79%
vs Peers
+4.98%

CAPTX Mutual Fund Performance

CAPTX performance across multiple time periods: 1-month -6.07%, YTD 10.77%, 1-year 22.93%, 3-year 10.23%, 5-year 4.56%.

CAPTX returns outperform the peer average of 5.79% YTD. With an expense ratio of 2.37%, 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.