MSVAX Mutual Fund

NAV$10.18

Returns Overview

1 Month
+0.95%
3 Months
+3.09%
6 Months
+2.49%
YTD
+2.49%
1 Year
+7.57%
3 Years (annualized)
+3.66%
5 Years (annualized)
+0.60%
10 Years (annualized)
+1.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSVAX 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 Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.49%
Peer Avg (YTD)
+1.79%
vs Peers
+0.71%

MSVAX Mutual Fund Performance

MSVAX performance across multiple time periods: 1-month 0.95%, YTD 2.49%, 1-year 7.57%, 3-year 3.66%, 5-year 0.60%, 10-year 1.79%.

MSVAX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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