MSCVX Mutual Fund

NAV$9.52

Returns Overview

1 Month
+0.90%
3 Months
+2.34%
6 Months
+1.66%
YTD
+1.66%
1 Year
+5.68%
3 Years (annualized)
+3.26%
5 Years (annualized)
+0.07%
10 Years (annualized)
+1.69%

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
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)
+1.66%
Peer Avg (YTD)
+1.98%
vs Peers
-0.32%

MSCVX Mutual Fund Performance

MSCVX performance across multiple time periods: 1-month 0.90%, YTD 1.66%, 1-year 5.68%, 3-year 3.26%, 5-year 0.07%, 10-year 1.69%.

MSCVX returns trail the peer average of 1.98% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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