MSCCX Mutual Fund

NAV$9.55

Returns Overview

1 Month
+0.87%
3 Months
+2.30%
6 Months
+1.60%
YTD
+1.60%
1 Year
+5.53%
3 Years (annualized)
+3.00%
5 Years (annualized)
-0.10%
10 Years (annualized)
+1.46%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg Barclays California Municipal Bond Index(I00767US)
This Mutual Fund (YTD)
+1.60%
Peer Avg (YTD)
+1.98%
vs Peers
-0.38%

MSCCX Mutual Fund Performance

MSCCX performance across multiple time periods: 1-month 0.87%, YTD 1.60%, 1-year 5.53%, 3-year 3.00%, 5-year -0.10%, 10-year 1.46%.

MSCCX returns trail the peer average of 1.98% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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