Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWFEX (Metropolitan West Flexible Income Fund Class I) | NA | 445.94% | 126.25% | 93.94% | NA | NA | NA | … | … |
Data as of 04/24/2025, Common starting date is 11/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWFEX (Metropolitan West Flexible Income Fund Class I) | 11/30/2018 | 04/24/2025 |
| 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 | 445.94 | 126.25 | 93.94 | NA | NA | NA | … | … | 0.00 | 475.97 | 53.80 | 35.04 | 49.18 | -60.03 | 18.28 | 1.37 |
| Sharpe Ratio | NA | 2.73 | 1.31 | 1.25 | NA | NA | NA | … | … | -5.75 | 2.93 | 3.75 | 2.27 | 3.71 | -0.37 | 2.82 | 15.01 |
| Standard Deviation(%) | NA | 161.88 | 93.91 | 73.33 | NA | NA | NA | … | … | 0.54 | 161.31 | 13.51 | 14.86 | 13.26 | 161.84 | 5.95 | 1.20 |
| Draw Down(%) | NA | 1.31 | 4.81 | 4.81 | NA | NA | NA | … | … | 0.21 | 2.46 | 3.24 | 4.81 | 1.57 | 80.10 | 2.42 | 0.00 |
| Yield(%) | 0.00 | 7.03 | 28.42 | 34.00 | 5.63 | 3.75 | 2.82 | … | … | 0.00 | 15.27 | 41.57 | 42.22 | 44.61 | 13.46 | 16.42 | 0.27 |
Data as of 04/24/2025, Common starting date is 11/30/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWFEX (Metropolitan West Flexible Income Fund Class I) |
-11.84%
Apr 2019 – Apr 2022 |
7.76%
Mar 2019 – Mar 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWFEX (Metropolitan West Flexible Income Fund Class I) |
146.44%
Jun 2021 – Jun 2024 |
101.01%
Jan 2020 – Jan 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart