Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) | 2.99% | 6.11% | 5.16% | 1.92% | 2.36% | NA | NA | 3.53% |
Data as of 07/21/2025, AR inception is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) | 10/28/2011 | 07/21/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | 6.11 | 5.16 | 1.92 | 2.36 | NA | NA | 3.53 | 2.99 | 5.26 | 7.50 | -8.38 | -0.34 | 3.75 | 6.17 | 0.68 | 3.67 | 3.12 | -0.05 | 3.37 | 2.88 | 15.18 | 1.04 |
| Sharpe Ratio | NA | 0.82 | 0.46 | -0.03 | 0.29 | NA | NA | 0.80 | 0.77 | -0.35 | 0.69 | -2.32 | -0.20 | 0.68 | 3.07 | -0.45 | 2.75 | 2.98 | -0.09 | 3.62 | 1.68 | 6.31 | 1.11 |
| Standard Deviation(%) | NA | 3.20 | 4.21 | 3.61 | 3.12 | NA | NA | 2.87 | 3.07 | 3.79 | 4.73 | 4.23 | 1.87 | 5.18 | 1.55 | 1.41 | 1.11 | 0.98 | 0.88 | 0.93 | 1.70 | 2.42 | 5.60 |
| Draw Down(%) | NA | 1.99 | 5.77 | 13.04 | 13.04 | NA | NA | 13.04 | 1.73 | 1.99 | 3.02 | 11.46 | 2.09 | 10.66 | 0.58 | 0.66 | 0.34 | 0.55 | 1.04 | 0.33 | 2.97 | 0.62 | 2.20 |
| Yield(%) | 0.00 | 5.08 | 5.60 | 4.05 | 3.42 | 3.31 | 2.48 | 3.81 | 1.89 | 6.32 | 6.32 | 4.05 | 2.34 | 2.72 | 3.68 | 3.26 | 2.54 | 2.16 | 1.80 | 1.90 | 2.67 | 5.10 | 0.00 |
Data as of 07/21/2025, AR inception is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) |
-2.43%
Oct 2019 - Oct 2022 |
-0.16%
Oct 2017 - Oct 2022 |
1.31%
Oct 2012 - Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) |
7.16%
Nov 2011 - Nov 2014 |
4.80%
Nov 2011 - Nov 2016 |
3.90%
Nov 2011 - Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart