Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWIIX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS I) | NA | -0.52% | 2.66% | -1.17% | 1.11% | 2.03% | 3.13% | … | … |
Data as of 09/23/2025, Common starting date is 07/22/2002
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWIIX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS I) | 07/22/2002 | 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -0.52 | 2.66 | -1.17 | 1.11 | 2.03 | 3.13 | … | … | 2.22 | 0.64 | 3.91 | -9.25 | -1.47 | 5.00 | 6.76 | 0.87 | 2.12 | 1.68 | 0.27 | 3.21 | 0.96 | 9.18 | 5.00 | 11.51 | 14.50 | -2.17 | 5.34 | 4.61 | 1.29 | 2.58 | 1.92 | 2.56 |
| Sharpe Ratio | NA | -1.01 | -0.16 | -0.74 | -0.10 | NA | NA | … | … | 0.02 | -0.67 | 0.04 | -1.93 | -0.73 | 1.20 | 1.88 | -0.23 | 0.77 | 0.72 | 0.11 | 2.02 | 0.45 | 5.04 | 2.04 | 3.31 | 3.11 | -0.48 | 0.66 | 0.46 | -0.40 | 0.58 | 0.29 | 1.07 |
| Standard Deviation(%) | NA | 3.54 | 4.90 | 4.53 | 3.66 | NA | NA | … | … | 3.32 | 4.42 | 5.79 | 5.56 | 2.06 | 3.96 | 2.81 | 2.24 | 1.92 | 2.04 | 2.21 | 1.58 | 2.04 | 1.83 | 2.44 | 3.45 | 4.62 | 6.50 | 3.36 | 2.60 | 2.43 | 2.76 | 4.11 | 4.44 |
| Draw Down(%) | NA | 3.82 | 5.50 | 15.38 | 15.38 | NA | NA | … | … | 1.79 | 3.37 | 5.50 | 12.31 | 1.92 | 4.86 | 1.50 | 1.98 | 1.04 | 2.70 | 1.36 | 0.63 | 2.58 | 0.76 | 1.37 | 2.53 | 3.24 | 8.53 | 1.74 | 1.15 | 2.13 | 3.35 | 3.20 | 2.31 |
| Yield(%) | 0.00 | 1.98 | 2.55 | 1.88 | 2.17 | 2.76 | 3.47 | … | … | 1.16 | 2.64 | 2.65 | 2.47 | 1.19 | 1.77 | 2.97 | 2.48 | 1.92 | 2.45 | 1.78 | 2.05 | 2.84 | 5.64 | 4.25 | 7.92 | 6.43 | 6.78 | 5.19 | 4.48 | 4.70 | 4.04 | 0.00 | 0.00 |
Data as of 09/23/2025, Common starting date is 07/22/2002
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWIIX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS I) |
-4.63%
Oct 2020 – Oct 2023 |
-1.17%
Aug 2020 – Aug 2025 |
0.64%
Oct 2013 – Oct 2023 |
2.06%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWIIX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS I) |
11.37%
Feb 2009 – Feb 2012 |
8.62%
Nov 2008 – Nov 2013 |
5.50%
May 2004 – May 2014 |
4.69%
Nov 2005 – Nov 2020 |
Annualized Rolling Returns Comparison Chart