Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWCPX (Metropolitan West Unconstrained Bond Fund) | 0.97% | 5.54% | 6.62% | 2.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWCPX (Metropolitan West Unconstrained Bond Fund) | 03/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.54 | 6.62 | 2.84 | NA | NA | NA | … | … | 0.97 | 8.06 | 6.21 | 7.87 | -8.02 | 1.11 | 8.00 |
| Sharpe Ratio | NA | 1.46 | 1.03 | 0.09 | NA | NA | NA | … | … | 0.04 | 1.74 | 0.69 | 0.88 | -2.21 | 0.76 | 1.90 |
| Standard Deviation(%) | NA | 2.67 | 3.62 | 3.73 | NA | NA | NA | … | … | 2.72 | 2.98 | 3.77 | 4.84 | 4.30 | 1.42 | 5.26 |
| Draw Down(%) | NA | 1.62 | 2.85 | 11.77 | NA | NA | NA | … | … | 1.62 | 1.73 | 2.04 | 2.89 | 11.27 | 1.06 | 6.79 |
| Yield(%) | 0.00 | 5.03 | 6.11 | 4.98 | 3.05 | 2.03 | 1.52 | … | … | 1.72 | 5.88 | 6.68 | 6.67 | 4.34 | 3.77 | 3.33 |
Data as of 06/04/2026, Common starting date is 03/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCPX (Metropolitan West Unconstrained Bond Fund) |
-1.12%
Oct 2020 – Oct 2023 |
2.86%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCPX (Metropolitan West Unconstrained Bond Fund) |
8.00%
Oct 2022 – Oct 2025 |
3.48%
Apr 2020 – Apr 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart