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MWTRX: Metropolitan West Total Return Bond M (MUTUAL FUND)
Basic Info 11.62 0(0.0%) September 25
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 03/31/1997 |
| Last Dividend Date: | 08/31/2020 |
| 12-Mo. Yield | 2.66% |
| Expenses | 0.62% |
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Performance Analytics (As of 09/25/2020)
| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.2 | 7.4 | 8.2 | 5.4 | 4.3 | 4.4 | 5.5 | 4.9 | 8.9 | -0.1 | 3.1 | 2.5 | -0.0 | 5.7 | 0.3 | 11.4 | 5.2 | 11.1 | 17.1 | -1.5 | 6.3 | 7.0 | 3.1 | 5.2 | 13.6 | -2.6 | 5.3 | 8.5 | -5.0 | 1.3 | 5.1 |
| SR | NA | 1.75 | 1.48 | 1.11 | 1.0 | 1.23 | NA | 0.87 | 2.16 | -0.47 | 0.92 | 0.79 | -0.02 | 2.41 | 0.09 | 4.88 | 1.59 | 2.88 | 3.4 | -0.34 | 0.82 | 1.1 | 0.32 | 1.05 | 3.08 | -0.58 | 0.58 | 0.98 | -1.97 | -0.49 | 0.94 |
| DD(%) | NA | 7.8 | 7.8 | 7.8 | 7.8 | 7.8 | NA | 11.7 | 2.1 | 2.9 | 1.5 | 3.8 | 2.5 | 1.0 | 4.6 | 0.9 | 1.5 | 2.9 | 4.0 | 9.2 | 2.4 | 1.4 | 2.2 | 4.4 | 3.4 | 10.4 | 5.1 | 3.2 | 6.2 | 2.7 | 1.6 |
| SD(%) | NA | 5.7 | 5.2 | 3.9 | 3.5 | 3.3 | NA | 4.1 | 3.5 | 2.9 | 2.7 | 2.9 | 3.4 | 2.4 | 3.1 | 2.4 | 3.2 | 3.8 | 5.0 | 7.1 | 4.0 | 3.4 | 2.9 | 4.0 | 4.2 | 6.4 | 5.3 | 4.6 | 4.2 | 4.1 | 3.4 |
| TR | NA | 0.13 | 0.09 | 0.05 | 0.04 | 0.05 | NA | 0.05 | 0.08 | -0.01 | 0.03 | 0.03 | 0.0 | 0.08 | 0.0 | 0.18 | 0.09 | 0.16 | 0.28 | -0.04 | 0.04 | 0.05 | 0.01 | 0.06 | 0.19 | -0.06 | 0.04 | 0.05 | -0.12 | -0.04 | 0.05 |
| Alpha(%) | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.02 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.03 | -0.04 | -0.01 | 0.0 | -0.02 | -0.02 | -0.01 |
| Beta(%) | NA | 0.79 | 0.81 | 0.86 | 0.82 | 0.74 | NA | 0.7 | 0.97 | 0.95 | 0.87 | 0.66 | 0.74 | 0.7 | 0.77 | 0.65 | 0.59 | 0.68 | 0.61 | 0.65 | 0.81 | 0.82 | 0.68 | 0.73 | 0.67 | 0.64 | 0.74 | 0.83 | 0.68 | 0.51 | 0.64 |
| RS | NA | 0.67 | 0.69 | 0.73 | 0.73 | 0.76 | NA | 0.65 | 0.85 | 0.75 | 0.82 | 0.71 | 0.85 | 0.8 | 0.87 | 0.72 | 0.81 | 0.84 | 0.71 | 0.51 | 0.89 | 0.77 | 0.76 | 0.73 | 0.68 | 0.28 | 0.74 | 0.75 | 0.7 | 0.47 | 0.61 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/31/1997
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