CAPEX Mutual Fund

CAPEX Mutual Fund

NAV$3281.02
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Returns Overview

1 Month
+0.12%
3 Months
+2.46%
6 Months
+17.09%
YTD
+10.40%
1 Year
+13.26%
3 Years (annualized)
+19.98%
5 Years (annualized)
+11.55%
10 Years (annualized)
+14.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.40%
Peer Avg (YTD)
+8.68%
vs Peers
+1.72%

CAPEX Mutual Fund Performance

CAPEX performance across multiple time periods: 1-month 0.12%, YTD 10.40%, 1-year 13.26%, 3-year 19.98%, 5-year 11.55%, 10-year 14.96%.

CAPEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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