Performance analysis of Capstone (CAPS)
Annual Return
Over the past 3 years, CAPS has had an average annual return of -79.24%, underperforming the benchmark SPY, which returned +22.77% annual.
Over the past 5 years, CAPS has had an average annual return of -60.80%, underperforming the benchmark SPY, which returned +14% annual.
Over the past 10 years, CAPS has had an average annual return of +15.37%, underperforming the benchmark SPY, which returned +15.53% annual.
Since Jul 21, 2011, CAPS has had an average annual return of +1.97%, underperforming the benchmark SPY, which returned +14.34% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -54.11% | -67.50% | -56.92% | -85.95% | +114.49% | -49.26% | +126.67% | +83,233.33% | -60.00% | -35.71% | -46.15% | -43.72% |
| 2014 | 2013 | 2012 | 2011 | ||||||||
| -11.15% | +52.94% | -34.99% | +4.60% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -17.57% | +3.12% | +7.81% | -41.51% | -17.92% | +4.31% | -54.11% | ||||||
| 2025 | +11.61% | +52% | -36.58% | -26.97% | +3.41% | -1.10% | -7.78% | -26.51% | +7.38% | -22.14% | -10.50% | -20.27% | -67.50% |
| 2024 | +0% | +0% | +0% | +0% | -21.15% | +0% | +0% | +9.76% | -27.78% | -1.54% | +0% | -30.00% | -56.92% |
| 2023 | +0% | +0% | +0% | +0% | +0% | -78.38% | -6.25% | +0% | +0% | +0% | -30.67% | +0% | -85.95% |
| 2022 | +102.90% | +0% | +0% | +2.86% | +4.17% | -1.33% | +0% | +0% | +0% | +0% | +0% | +0% | +114.49% |
| 2021 | +0% | +0% | +0% | +5.91% | +0% | +0% | +0% | -38.91% | +0% | -27.27% | +7.81% | +0% | -49.26% |
| 2020 | +26.67% | -13.16% | -3.03% | +0% | +12.50% | -0.06% | -11.06% | -6.25% | +0% | +0% | +7% | +111.84% | +126.67% |
| 2019 | +66.67% | +0% | +0% | -10.00% | -25.93% | +0% | -30.00% | +39.29% | +72,207.69% | +0% | +0% | +6.38% | +83,233.33% |
| 2018 | +11.11% | +0% | +0% | -6.00% | +6.38% | +0% | +0.20% | +3.79% | +5.77% | +9.09% | -13.33% | -65.38% | -60.00% |
| 2017 | +21.43% | +5.88% | -33.33% | -0% | -16.67% | +0% | +40% | -14.29% | +0% | -0% | -25.00% | -0% | -35.71% |
Drawdown analysis of Capstone (CAPS)
The maximum drawdown for the CAPS was -99.25%, occurring on May 15, 2026. This drawdown has not yet recovered.
The current CAPS drawdown is -99.11%.
Since Jul 21, 2011 CAPS has experienced the following drawdowns:
- 50% or more: 4 times
- 40% or more: 5 times
- 30% or more: 5 times
- 20% or more: 6 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -99.25% | May 20, 2022 | 999 | May 15, 2026 | Ongoing | Ongoing | Ongoing |
| -97.44% | Sep 11, 2014 | 1214 | Jul 22, 2019 | 41 | Sep 19, 2019 | 1255 |
| -83.06% | Apr 13, 2021 | 126 | Oct 11, 2021 | 125 | Apr 8, 2022 | 251 |
| -58.33% | Aug 2, 2011 | 288 | Sep 21, 2012 | 221 | Aug 12, 2013 | 509 |
| -44.74% | Aug 13, 2013 | 204 | Jun 6, 2014 | 64 | Sep 11, 2014 | 268 |
| -21.05% | Jan 30, 2020 | 141 | Aug 21, 2020 | 76 | Dec 9, 2020 | 217 |
| -6.43% | Jul 29, 2011 | 1 | Aug 1, 2011 | 1 | Aug 2, 2011 | 2 |
| -3.85% | Jul 25, 2011 | 3 | Jul 28, 2011 | 1 | Jul 29, 2011 | 4 |
| -2.76% | Sep 19, 2019 | 5 | Sep 26, 2019 | 57 | Dec 17, 2019 | 62 |
| -1.67% | Dec 17, 2019 | 7 | Dec 27, 2019 | 22 | Jan 30, 2020 | 29 |
| -1.37% | Apr 8, 2022 | 3 | Apr 13, 2022 | 26 | May 20, 2022 | 29 |