Capital Advisors Mutual Funds List
Here you can find all mutual funds issued by Capital Advisors and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.01%
- Avg. 1 Year Return
- 20.13%
- Avg. 5 Year Return
- 11.38%
- Median Risk/Return Score
- 27 / 100
Capital Advisors Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Advisors Growth Fund | Large Cap Growth Equities | Dec 31, 1999 | 1.01% | 6.50% | 14.41% | 4.04% | 27 |
Explore top Capital Advisors Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Capital Advisors Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Capital Advisors Growth Fund | 27 | — | Dec 1999 |
Best-Performing Capital Advisors Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Capital Advisors Growth Fund | 11.38% | — | Dec 1999 |
Lowest-Cost Capital Advisors Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Capital Advisors Growth Fund | 1.01% | — | Dec 1999 |
Highest-Yield Capital Advisors Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Capital Advisors Growth Fund | 4.04% | — | Dec 1999 |
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