Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWCIX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I) | 0.86% | 5.49% | 6.52% | 2.52% | 3.05% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWCIX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I) | 10/28/2011 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.49 | 6.52 | 2.52 | 3.05 | NA | NA | … | … | 0.86 | 8.10 | 6.04 | 7.90 | -8.16 | -0.08 | 4.01 | 6.47 | 0.96 | 3.97 | 3.30 | 0.33 | 3.60 | 3.14 | 15.34 | 1.04 |
| Sharpe Ratio | NA | 1.52 | 1.02 | 0.01 | 0.45 | NA | NA | … | … | 0.03 | 1.89 | 0.63 | 0.89 | -2.27 | -0.06 | 0.72 | 3.12 | -0.30 | 2.85 | 2.80 | 0.34 | 3.74 | 1.83 | 6.55 | 1.11 |
| Standard Deviation(%) | NA | 2.53 | 3.59 | 3.73 | 3.23 | NA | NA | … | … | 2.74 | 2.77 | 3.84 | 4.80 | 4.24 | 1.90 | 5.21 | 1.60 | 1.44 | 1.17 | 1.10 | 0.90 | 0.96 | 1.70 | 2.35 | 5.65 |
| Draw Down(%) | NA | 1.62 | 2.95 | 12.81 | 12.81 | NA | NA | … | … | 1.62 | 1.73 | 1.99 | 2.95 | 11.31 | 2.02 | 10.67 | 0.59 | 0.64 | 0.34 | 0.55 | 0.89 | 0.33 | 2.96 | 0.53 | 2.29 |
| Yield(%) | 0.00 | 5.00 | 6.05 | 4.70 | 3.97 | 3.92 | 2.94 | … | … | 1.71 | 5.82 | 6.61 | 6.59 | 4.27 | 2.60 | 2.97 | 3.97 | 3.53 | 2.84 | 2.42 | 2.10 | 2.14 | 2.92 | 5.33 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCIX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I) |
-2.18%
Oct 2019 – Oct 2022 |
0.10%
Oct 2017 – Oct 2022 |
1.57%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCIX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS I) |
7.93%
Oct 2022 – Oct 2025 |
5.04%
Nov 2011 – Nov 2016 |
4.16%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart