CAPFX Mutual Fund

CAPFX Mutual Fund

NAV$9.67
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Returns Overview

1 Month
-2.09%
3 Months
-0.75%
6 Months
+6.20%
YTD
+4.46%
1 Year
+7.38%
3 Years (annualized)
+11.62%
5 Years (annualized)
+5.12%
10 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPFX 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 Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+2.46%
vs Peers
+2.00%

CAPFX Mutual Fund Performance

CAPFX performance across multiple time periods: 1-month -2.09%, YTD 4.46%, 1-year 7.38%, 3-year 11.62%, 5-year 5.12%, 10-year 6.16%.

CAPFX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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