MSVAX Mutual Fund

MSVAX Mutual Fund

NAV$10.06
See how much of MSVAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.14%
3 Months
-0.56%
6 Months
-0.17%
YTD
+0.30%
1 Year
+6.26%
3 Years (annualized)
+2.84%
5 Years (annualized)
+0.03%
10 Years (annualized)
+1.58%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.30%
Peer Avg (YTD)
+0.23%
vs Peers
+0.07%

MSVAX Mutual Fund Performance

MSVAX performance across multiple time periods: 1-month -2.14%, YTD 0.30%, 1-year 6.26%, 3-year 2.84%, 5-year 0.03%, 10-year 1.58%.

MSVAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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