Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWCBX (METROPOLITAN WEST CORPORATE BOND FUND CLASS I) | NA | 481.89% | 96.94% | 57.64% | NA | NA | NA | … | … |
Data as of 04/17/2025, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWCBX (METROPOLITAN WEST CORPORATE BOND FUND CLASS I) | 06/29/2018 | 04/17/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 481.89 | 96.94 | 57.64 | NA | NA | NA | … | … | 0.00 | 483.75 | 26.46 | -6.05 | 11.47 | 45.67 | 15.00 | 2.78 |
| Sharpe Ratio | NA | 2.98 | 1.01 | 0.77 | NA | NA | NA | … | … | 0.00 | 3.00 | 2.28 | -0.74 | 1.78 | 3.52 | 2.64 | 1.06 |
| Standard Deviation(%) | NA | 160.48 | 92.96 | 72.17 | NA | NA | NA | … | … | NA | 160.24 | 10.11 | 10.11 | 6.45 | 12.86 | 5.12 | 3.82 |
| Draw Down(%) | NA | 3.39 | 9.96 | 14.69 | NA | NA | NA | … | … | 0.00 | 3.45 | 4.89 | 14.69 | 3.63 | 12.83 | 2.92 | 1.88 |
| Yield(%) | 0.00 | 11.89 | 14.66 | 15.10 | 10.62 | 7.08 | 5.31 | … | … | 0.00 | 16.14 | 19.10 | 12.39 | 14.12 | 32.34 | 8.36 | 3.14 |
Data as of 04/17/2025, Common starting date is 06/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCBX (METROPOLITAN WEST CORPORATE BOND FUND CLASS I) |
7.51%
Oct 2020 – Oct 2023 |
14.59%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCBX (METROPOLITAN WEST CORPORATE BOND FUND CLASS I) |
94.25%
Mar 2022 – Mar 2025 |
62.34%
Nov 2019 – Nov 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart