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Capricorn Equity Fund  |  Regional-Namibian-Unclassified
3.4696    -0.0149    (-0.428%)
NAV price (ZAR) Fri 24 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* -3.69% 963.10 1011.10
6 Mnths* 8.65% 1086.50 1012.08
1 Year 36.87% 1368.70 1030.50
3 Years 18.48% 1663.10 1037.91
5 Years 15.53% 2058.10
10 Years 8.33% 2225.00 1048.30
R100 per Month (NAV-NAV Incl. Dividends)
Period Return Value(R) Inflation(R)
3 Mnths* -4.38% 291.33 302.46
6 Mnths* 2.39% 608.44 605.98
1 Year 21.86% 1352.05 1218.93
3 Years 23.02% 5216.49 3416.58
5 Years 17.70% 9680.97 5791.75
10 Years 12.50% 23944.16 12443.98
* 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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