MSCCX Mutual Fund

MSCCX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-3.87%
3 Months
-5.95%
6 Months
-3.80%
YTD
-4.45%
1 Year
-3.16%
3 Years (annualized)
+2.57%
5 Years (annualized)
-0.61%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCCX 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)
-4.45%
Peer Avg (YTD)
-3.88%
vs Peers
-0.58%

MSCCX Mutual Fund Performance

MSCCX performance across multiple time periods: 1-month -3.87%, YTD -4.45%, 1-year -3.16%, 3-year 2.57%, 5-year -0.61%, 10-year 1.23%.

MSCCX returns trail the peer average of -3.88% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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