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Capricorn Equity Fund  |  Regional-Namibian-Unclassified
3.3830    -0.0711    (-2.058%)
NAV price (ZAR) Thu 2 Apr 2026 (change prev day)


BWECB B-Class Performance Charts
3 months performance chart
6 months performance chart
1 year performance chart
3 years performance chart
     Fund        Benchmark
Performance Overview
R1000 Lump Sum (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -0.73% 992.70 1009.27
6 Mnths* 7.87% 1078.70 1010.24
1 Year 35.57% 1355.70 1028.63
3 Years 18.95% 1683.20 1037.28
5 Years 15.05% 2015.90
10 Years 8.28% 2214.80 1048.11
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -7.29% 285.66 301.91
6 Mnths* -0.71% 597.53 604.88
1 Year 18.71% 1328.85 1216.72
3 Years 23.93% 5297.06 3410.39
5 Years 17.11% 9520.05 5781.25
10 Years 12.22% 23547.41 12421.43
* Periods shorter than 12 months are not annualised.
Discrete Rolling Performance
     Capricorn Equity Fund - B Class       Sector
Quartile Ranking Data
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised
Trailing Returns
Period ending
PeriodReturn %Growth in R1 000
chart
* Not annualised

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