MSCAX Mutual Fund

MSCAX Mutual Fund

NAV$9.37
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Returns Overview

1 Month
+2.65%
3 Months
-1.53%
6 Months
-2.32%
YTD
-1.77%
1 Year
-1.60%
3 Years (annualized)
+3.38%
5 Years (annualized)
-0.95%
10 Years (annualized)
+1.18%

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)
-1.77%
Peer Avg (YTD)
-0.12%
vs Peers
-1.66%

MSCAX Mutual Fund Performance

MSCAX performance across multiple time periods: 1-month 2.65%, YTD -1.77%, 1-year -1.60%, 3-year 3.38%, 5-year -0.95%, 10-year 1.18%.

MSCAX returns trail the peer average of -0.12% 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.