MSCVX Mutual Fund

MSCVX Mutual Fund

NAV$9.46
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Returns Overview

1 Month
-1.89%
3 Months
-0.80%
6 Months
-0.78%
YTD
+0.54%
1 Year
+5.56%
3 Years (annualized)
+2.50%
5 Years (annualized)
-0.47%
10 Years (annualized)
+1.54%

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
PROUpgrade to run
🏦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)
+0.54%
Peer Avg (YTD)
+0.39%
vs Peers
+0.15%

MSCVX Mutual Fund Performance

MSCVX performance across multiple time periods: 1-month -1.89%, YTD 0.54%, 1-year 5.56%, 3-year 2.50%, 5-year -0.47%, 10-year 1.54%.

MSCVX returns outperform the peer average of 0.39% 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.