Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWHYX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M) | 2.28% | 6.05% | 7.43% | 2.98% | 4.75% | 4.30% | 5.58% | … | … |
Data as of 06/04/2026, Common starting date is 10/14/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWHYX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M) | 10/14/2002 | 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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.18 | 6.05 | 7.43 | 2.98 | 4.75 | 4.30 | 5.58 | … | … | 2.28 | 6.59 | 6.22 | 10.77 | -11.36 | 3.38 | 11.47 | 12.27 | -1.28 | 5.16 | 7.67 | -2.17 | 0.34 | 6.84 | 14.17 | 0.35 | 13.22 | 54.71 | -21.60 | 2.69 | 8.10 | 2.66 | 8.54 | 18.79 | 9.36 |
| Sharpe Ratio | NA | 1.21 | 1.25 | 0.09 | 0.69 | NA | NA | … | … | 0.56 | 1.18 | 0.82 | 1.42 | -1.78 | 1.54 | 1.30 | 4.75 | -1.04 | 2.39 | 2.06 | -0.62 | 0.10 | 2.21 | 3.85 | 0.05 | 3.33 | 7.30 | -2.17 | -0.12 | 1.77 | 0.13 | 1.98 | 3.91 | 10.13 |
| Standard Deviation(%) | NA | 3.06 | 3.59 | 4.61 | 4.50 | NA | NA | … | … | 3.48 | 3.16 | 3.18 | 5.06 | 7.21 | 2.18 | 8.57 | 2.28 | 2.57 | 1.89 | 3.62 | 3.56 | 3.29 | 3.08 | 3.70 | 6.17 | 3.95 | 7.48 | 10.37 | 3.75 | 2.66 | 2.96 | 3.82 | 4.63 | 5.02 |
| Draw Down(%) | NA | 1.99 | 3.11 | 15.19 | 15.19 | NA | NA | … | … | 1.99 | 2.80 | 2.05 | 4.15 | 15.08 | 1.96 | 14.24 | 0.71 | 3.19 | 1.25 | 3.21 | 5.58 | 6.48 | 4.94 | 2.96 | 12.42 | 4.55 | 6.70 | 28.39 | 4.35 | 2.10 | 4.11 | 5.15 | 3.63 | 0.65 |
| Yield(%) | 0.58 | 6.45 | 6.64 | 5.11 | 4.91 | 4.82 | 5.69 | … | … | 2.61 | 6.49 | 6.56 | 6.43 | 4.48 | 3.41 | 3.80 | 4.41 | 4.00 | 3.50 | 3.48 | 4.10 | 5.86 | 8.09 | 7.59 | 8.49 | 8.00 | 13.21 | 8.37 | 8.42 | 7.05 | 9.46 | 15.43 | 1.50 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/14/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWHYX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M) |
-5.30%
Nov 2005 – Nov 2008 |
-1.40%
Nov 2003 – Nov 2008 |
2.69%
Oct 2013 – Oct 2023 |
4.18%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWHYX (METROPOLITAN WEST HIGH YIELD BOND FUND CLASS M) |
21.34%
Nov 2008 – Nov 2011 |
17.17%
Nov 2008 – Nov 2013 |
9.43%
Nov 2008 – Nov 2018 |
7.57%
Dec 2008 – Dec 2023 |
Annualized Rolling Returns Comparison Chart