MSODX Mutual Fund

MSODX Mutual Fund

NAV$9.10
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Returns Overview

1 Month
-3.82%
3 Months
-5.91%
6 Months
-3.67%
YTD
-4.18%
1 Year
-2.79%
3 Years (annualized)
+3.04%
5 Years (annualized)
-0.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSODX 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)
-4.18%
Peer Avg (YTD)
-3.88%
vs Peers
-0.31%

MSODX Mutual Fund Performance

MSODX performance across multiple time periods: 1-month -3.82%, YTD -4.18%, 1-year -2.79%, 3-year 3.04%, 5-year -0.05%.

MSODX returns trail the peer average of -3.88% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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