CAPTX Mutual Fund

CAPTX Mutual Fund

NAV$14.24
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Returns Overview

1 Month
-0.07%
3 Months
-3.54%
6 Months
+10.89%
YTD
+12.30%
1 Year
+20.84%
3 Years (annualized)
+12.21%
5 Years (annualized)
+2.40%
10 Years (annualized)
+4.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CAPTX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+12.30%
Peer Avg (YTD)
+5.22%
vs Peers
+7.08%

CAPTX Mutual Fund Performance

CAPTX performance across multiple time periods: 1-month -0.07%, YTD 12.30%, 1-year 20.84%, 3-year 12.21%, 5-year 2.40%, 10-year 4.09%.

CAPTX returns outperform the peer average of 5.22% YTD. With an expense ratio of 4.23%, investors should weigh costs against performance when evaluating this mutual fund.

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