Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MWHIX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS I) | 3.30% | 7.43% | 8.03% | 3.95% | 4.46% | 5.15% | 5.71% | 6.26% |
Data as of 07/03/2025, AR inception is 04/10/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWHIX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS I) | 04/10/2003 | 07/03/2025 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.32 | 7.43 | 8.03 | 3.95 | 4.46 | 5.15 | 5.71 | 6.26 | 3.30 | 6.02 | 11.06 | -11.24 | 3.64 | 11.75 | 12.55 | -0.93 | 5.31 | 7.91 | -2.26 | 0.68 | 7.02 | 14.45 | 0.60 | 13.49 | 55.27 | -21.52 | 2.94 | 8.34 | 2.80 | 8.78 | 14.06 |
| Sharpe Ratio | NA | 1.41 | 0.92 | 0.47 | 0.65 | NA | NA | 1.03 | 0.92 | -0.18 | 1.39 | -1.76 | 1.65 | 1.34 | 4.59 | -0.85 | 2.41 | 2.06 | -0.64 | 0.20 | 2.27 | 3.89 | 0.09 | 3.35 | 7.33 | -2.13 | -0.01 | 1.96 | 0.21 | 2.05 | 6.17 |
| Standard Deviation(%) | NA | 3.13 | 4.64 | 4.55 | 4.60 | NA | NA | 4.90 | 3.45 | 3.19 | 4.95 | 7.18 | 2.19 | 8.54 | 2.43 | 2.65 | 1.95 | 3.75 | 3.54 | 3.31 | 3.08 | 3.73 | 6.18 | 3.99 | 7.53 | 10.51 | 3.80 | 2.61 | 2.97 | 3.83 | 3.11 |
| Draw Down(%) | NA | 2.78 | 7.76 | 14.94 | 14.94 | NA | NA | 29.08 | 2.78 | 2.05 | 4.13 | 14.93 | 1.96 | 14.32 | 0.81 | 3.05 | 1.25 | 3.19 | 5.83 | 6.42 | 4.91 | 3.04 | 12.33 | 4.45 | 6.69 | 28.30 | 4.42 | 2.10 | 4.15 | 5.10 | 3.63 |
| Yield(%) | 0.00 | 5.60 | 6.32 | 5.01 | 4.65 | 5.47 | 5.74 | 6.30 | 2.17 | 6.81 | 6.69 | 4.70 | 3.66 | 4.06 | 4.67 | 4.25 | 3.76 | 3.71 | 4.04 | 6.11 | 8.35 | 7.84 | 8.73 | 8.24 | 13.51 | 8.59 | 8.66 | 7.27 | 9.68 | 15.64 | 4.19 |
Data as of 07/03/2025, AR inception is 04/10/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWHIX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS I) |
-5.12%
Nov 2005 - Nov 2008 |
-0.58%
Nov 2003 - Nov 2008 |
2.91%
Oct 2013 - Oct 2023 |
4.84%
Apr 2010 - Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWHIX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS I) |
21.63%
Nov 2008 - Nov 2011 |
17.44%
Nov 2008 - Nov 2013 |
9.65%
Nov 2008 - Nov 2018 |
7.81%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart