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MWHYX: METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M (MUTUAL FUND)
Basic Info 9.21 0.02(0.22%) May 02
| Asset Class: | High Yield Bond |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 10/14/2002 |
| Last Dividend Date: | 11/29/2024 |
| 12-Mo. Yield | 3.88% |
| Expenses | 0.60% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 10/14/2002 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.2 | -0.6 | 4.5 | 4.1 | 3.8 | 3.6 | 4.4 | 5.4 | 6.3 | 5.7 | 10.8 | -11.4 | 3.4 | 11.5 | 12.3 | -1.3 | 5.2 | 7.7 | -2.2 | 0.3 | 6.8 | 14.2 | 0.3 | 13.2 | 54.7 | -21.6 | 2.7 | 8.1 | 2.7 | 8.5 | 18.8 | 9.4 |
| Sharpe Ratio | NA | -1.36 | -0.59 | -0.06 | 0.25 | 0.43 | NA | NA | 1.02 | -0.29 | 1.3 | -1.78 | 1.54 | 1.31 | 4.78 | -1.01 | 2.4 | 2.06 | -0.62 | 0.1 | 2.21 | 3.85 | 0.05 | 3.33 | 7.3 | -2.16 | -0.08 | 1.83 | 0.17 | 1.99 | 3.91 | 10.14 |
| Draw Down(%) | NA | 3.3 | 3.9 | 7.9 | 15.2 | 15.2 | NA | NA | 29.3 | 2.0 | 4.2 | 15.1 | 2.0 | 14.2 | 0.7 | 3.2 | 1.2 | 3.2 | 5.6 | 6.5 | 4.9 | 3.0 | 12.4 | 4.5 | 6.7 | 28.4 | 4.4 | 2.1 | 4.1 | 5.1 | 3.6 | 0.7 |
| Standard Deviation(%) | NA | 3.6 | 3.2 | 5.2 | 4.7 | 4.6 | NA | NA | 4.9 | 3.2 | 5.1 | 7.2 | 2.2 | 8.6 | 2.3 | 2.6 | 1.9 | 3.6 | 3.6 | 3.3 | 3.1 | 3.7 | 6.2 | 3.9 | 7.5 | 10.4 | 3.8 | 2.7 | 3.0 | 3.8 | 4.6 | 5.0 |
| Treynor Ratio | NA | -0.06 | -0.02 | 0.0 | 0.01 | 0.03 | NA | NA | 0.06 | -0.01 | 0.08 | -0.14 | 0.05 | 0.16 | 0.21 | -0.04 | 0.1 | 0.12 | -0.03 | 0.0 | 0.08 | 0.15 | 0.0 | 0.18 | 0.52 | -0.23 | 0.0 | 0.06 | 0.01 | 0.09 | 0.35 | 1.18 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.03 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.03 | 0.02 | 0.04 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.04 | 0.1 |
| Beta | NA | 0.83 | 0.84 | 0.87 | 0.86 | 0.75 | NA | NA | 0.83 | 0.84 | 0.82 | 0.92 | 0.67 | 0.71 | 0.51 | 0.59 | 0.47 | 0.64 | 0.8 | 0.85 | 0.85 | 0.98 | 1.05 | 0.74 | 1.04 | 1.0 | 0.81 | 0.85 | 0.79 | 0.85 | 0.52 | 0.43 |
| RSquared | NA | 0.83 | 0.76 | 0.87 | 0.86 | 0.78 | NA | NA | 0.71 | 0.72 | 0.85 | 0.92 | 0.53 | 0.77 | 0.57 | 0.72 | 0.52 | 0.8 | 0.8 | 0.81 | 0.78 | 0.69 | 0.82 | 0.7 | 0.74 | 0.74 | 0.76 | 0.69 | 0.63 | 0.51 | 0.15 | 0.14 |
| Yield(%) | N/A | 0.0 | 3.9 | 5.1 | 4.6 | 4.2 | 5.0 | 5.5 | N/A | 6.0 | 6.4 | 4.5 | 3.4 | 3.8 | 4.4 | 4.0 | 3.5 | 3.5 | 4.1 | 5.9 | 8.1 | 7.6 | 8.5 | 8.0 | 13.2 | 8.4 | 8.4 | 7.0 | 9.5 | 15.4 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -41.2 | 28.0 | 21.7 | -51.6 | N/A | N/A | N/A | -2.9 | 21.2 | 31.0 | -3.7 | -7.1 | 4.5 | 17.1 | 5.2 | -20.8 | -33.7 | -28.8 | 12.8 | -17.5 | 11.0 | -15.8 | 12.3 | -6.4 | 20.5 | -30.7 | -43.2 | 1108.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/14/2002
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