CAPTX Mutual Fund

NAV$14.73

Returns Overview

1 Month
+5.03%
3 Months
+6.50%
6 Months
+17.63%
YTD
+14.37%
1 Year
+29.59%
3 Years
+13.23%
5 Years
+5.47%

Risk Metrics (1-Year)

No risk data available for this ETF

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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+14.37%
Peer Avg (YTD)
+5.47%
vs Peers
+8.89%

CAPTX Mutual Fund Performance

CAPTX performance across multiple time periods: 1-month 5.03%, YTD 14.37%, 1-year 29.59%, 3-year 13.23%, 5-year 5.47%.

CAPTX returns outperform the peer average of 5.47% YTD. With an expense ratio of 2.37%, investors should weigh costs against performance when evaluating this mutual fund.

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