CAPRX Mutual Fund

CAPRX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
-2.00%
3 Months
-0.80%
6 Months
+6.07%
YTD
+4.42%
1 Year
+7.20%
3 Years (annualized)
+11.53%
5 Years (annualized)
+5.04%
10 Years (annualized)
+6.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPRX 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)
+4.42%
Peer Avg (YTD)
+2.46%
vs Peers
+1.96%

CAPRX Mutual Fund Performance

CAPRX performance across multiple time periods: 1-month -2.00%, YTD 4.42%, 1-year 7.20%, 3-year 11.53%, 5-year 5.04%, 10-year 6.02%.

CAPRX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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