Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWIMX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS M) | NA | 324.42% | 62.60% | 31.93% | 16.34% | 12.29% | 10.57% | … | … |
Data as of 05/05/2025, Common starting date is 07/16/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWIMX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS M) | 07/16/2003 | 05/05/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 298.98 | 324.42 | 62.60 | 31.93 | 16.34 | 12.29 | 10.57 | … | … | 310.78 | 2.11 | 5.31 | -9.55 | -1.69 | 4.87 | 6.42 | 0.75 | 1.77 | 1.54 | 0.04 | 3.01 | 0.75 | 8.84 | 4.89 | 11.30 | 14.25 | -2.35 | 5.10 | 4.41 | 1.08 | 4.17 | 1.84 |
| Sharpe Ratio | NA | 1.33 | 0.43 | 0.28 | 0.20 | NA | NA | … | … | 15.52 | -0.34 | 0.28 | -2.00 | -0.85 | 1.16 | 1.75 | -0.30 | 0.57 | 0.62 | 0.00 | 1.92 | 0.37 | 4.94 | 1.92 | 3.19 | 3.06 | -0.51 | 0.59 | 0.39 | -0.50 | 1.09 | 1.05 |
| Standard Deviation(%) | NA | 241.88 | 139.52 | 107.89 | 76.25 | NA | NA | … | … | 418.35 | 4.48 | 6.00 | 5.51 | 2.02 | 3.96 | 2.83 | 2.11 | 1.95 | 2.12 | 2.25 | 1.56 | 1.95 | 1.79 | 2.53 | 3.51 | 4.63 | 6.49 | 3.30 | 2.55 | 2.37 | 2.93 | 3.21 |
| Draw Down(%) | NA | 75.18 | 75.18 | 75.18 | 75.18 | NA | NA | … | … | 75.18 | 3.20 | 5.34 | 12.56 | 1.90 | 4.86 | 1.50 | 2.04 | 1.11 | 2.64 | 1.44 | 0.57 | 2.52 | 0.67 | 1.50 | 2.63 | 3.27 | 8.64 | 1.76 | 1.19 | 2.15 | 2.46 | 1.94 |
| Yield(%) | 0.27 | 3.95 | 3.58 | 2.42 | 2.29 | 2.93 | 3.48 | … | … | 1.28 | 3.96 | 3.99 | 2.26 | 0.97 | 1.54 | 2.74 | 2.26 | 1.67 | 2.21 | 1.56 | 1.85 | 2.63 | 5.41 | 4.04 | 7.72 | 6.21 | 6.59 | 4.96 | 4.29 | 4.50 | 5.59 | 3.58 |
Data as of 05/05/2025, Common starting date is 07/16/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWIMX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS M) |
-4.44%
Oct 2020 – Oct 2023 |
-0.48%
Oct 2017 – Oct 2022 |
0.53%
Oct 2012 – Oct 2022 |
2.43%
Jan 2010 – Jan 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWIMX (METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS M) |
62.83%
Apr 2022 – Apr 2025 |
32.10%
Apr 2020 – Apr 2025 |
16.38%
Apr 2015 – Apr 2025 |
12.37%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison Chart