Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWFSX (Metropolitan West Flexible Income Fund Class M) | NA | 0.00% | 4.03% | 1.01% | NA | NA | NA | … | … |
Data as of 09/23/2025, Common starting date is 11/30/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWFSX (Metropolitan West Flexible Income Fund Class M) | 11/30/2018 | 09/23/2025 |
| 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 | 0.00 | 4.03 | 1.01 | NA | NA | NA | … | … | 0.00 | 0.52 | 8.94 | -8.82 | 2.09 | 12.39 | 18.02 | 1.35 |
| Sharpe Ratio | NA | 0.00 | 0.14 | -0.27 | NA | NA | NA | … | … | 0.00 | -0.94 | 0.91 | -1.74 | 0.68 | 1.94 | 2.80 | 15.31 |
| Standard Deviation(%) | NA | 1.34 | 4.45 | 4.28 | NA | NA | NA | … | … | NA | 3.29 | 5.88 | 5.91 | 3.01 | 6.22 | 5.91 | 1.15 |
| Draw Down(%) | NA | 0.00 | 4.20 | 13.91 | NA | NA | NA | … | … | 0.00 | 2.58 | 4.20 | 13.40 | 1.92 | 6.73 | 2.42 | 0.00 |
| Yield(%) | 0.00 | 0.00 | 4.70 | 5.51 | 5.54 | 3.69 | 2.77 | … | … | 0.00 | 2.94 | 8.08 | 8.22 | 8.68 | 13.54 | 16.19 | 0.25 |
Data as of 09/23/2025, 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 |
|---|---|---|---|---|
| MWFSX (Metropolitan West Flexible Income Fund Class M) |
-1.03%
Oct 2020 – Oct 2023 |
0.97%
Aug 2020 – Aug 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWFSX (Metropolitan West Flexible Income Fund Class M) |
10.63%
Dec 2018 – Dec 2021 |
6.11%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart