MSCVX Mutual Fund

MSCVX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
-3.85%
3 Months
-5.89%
6 Months
-3.69%
YTD
-4.33%
1 Year
-2.99%
3 Years (annualized)
+2.78%
5 Years (annualized)
-0.43%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSCVX 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)
-4.33%
Peer Avg (YTD)
-3.88%
vs Peers
-0.46%

MSCVX Mutual Fund Performance

MSCVX performance across multiple time periods: 1-month -3.85%, YTD -4.33%, 1-year -2.99%, 3-year 2.78%, 5-year -0.43%, 10-year 1.46%.

MSCVX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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