CAPE ETF

CAPE ETF
$31.80
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Returns Overview

1 Month
-6.34%
3 Months
-4.37%
6 Months
+0.52%
YTD
-3.33%
1 Year
-3.88%
3 Years (annualized)
+11.46%

Risk Metrics (1-Year)

No risk data available for this ETF

Stress Test Scenarios

How would CAPE 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This ETF (YTD)
-3.33%
Peer Avg (YTD)
+6.71%
vs Peers
-10.04%

CAPE ETF Performance

CAPE performance across multiple time periods: 1-month -6.34%, YTD -3.33%, 1-year -3.88%, 3-year 11.46%.

CAPE returns trail the peer average of 6.71% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this ETF.

CAPE vs another fund shows side-by-side returns. CAPE alternatives are available in the ETF Screener.

Compare CAPE

CAPE vs SPYCAPE vs QQQCAPE vs VOOCAPE vs VTICAPE vs IVVCAPE vs SCHDCAPE vs VYMCAPE vs VXUS

Performance & Returns

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Performance Returns

PeriodTotal ReturnDate Range
1 Month-6.34%N/A
3 Months-4.37%N/A
6 Months+0.52%N/A
1 Year-3.88%N/A
3 Years+11.46%N/A

Periods up to 1 year are total returns; 3, 5 and 10 year figures are annualized