CAAPX Mutual Fund

CAAPX Mutual Fund

NAV$43.32
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Returns Overview

1 Month
-7.41%
3 Months
-3.90%
6 Months
+9.28%
YTD
+9.17%
1 Year
+13.88%
3 Years (annualized)
+15.79%
5 Years (annualized)
+10.61%
10 Years (annualized)
+11.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAAPX 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)
+9.17%
Peer Avg (YTD)
+6.73%
vs Peers
+2.44%

CAAPX Mutual Fund Performance

CAAPX performance across multiple time periods: 1-month -7.41%, YTD 9.17%, 1-year 13.88%, 3-year 15.79%, 5-year 10.61%, 10-year 11.76%.

CAAPX returns outperform the peer average of 6.73% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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