MSCAX Mutual Fund

MSCAX Mutual Fund

NAV$9.08
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Returns Overview

1 Month
-3.85%
3 Months
-5.89%
6 Months
-3.68%
YTD
-4.31%
1 Year
-2.97%
3 Years (annualized)
+2.81%
5 Years (annualized)
-0.35%
10 Years (annualized)
+1.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCAX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
-4.31%
Peer Avg (YTD)
-3.88%
vs Peers
-0.44%

MSCAX Mutual Fund Performance

MSCAX performance across multiple time periods: 1-month -3.85%, YTD -4.31%, 1-year -2.97%, 3-year 2.81%, 5-year -0.35%, 10-year 1.54%.

MSCAX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

MSCAX vs another fund shows side-by-side returns. MSCAX alternatives are available in the Mutual Fund Screener.