Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWLIX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS I) | 0.30% | 3.72% | 5.04% | 2.46% | 2.38% | 2.37% | 2.66% | … | … |
Data as of 06/04/2026, Common starting date is 04/14/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWLIX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS I) | 04/14/2000 | 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 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.12 | 3.72 | 5.04 | 2.46 | 2.38 | 2.37 | 2.66 | … | … | 0.30 | 6.30 | 4.71 | 5.80 | -4.55 | 0.44 | 3.49 | 4.44 | 1.42 | 1.35 | 1.36 | 0.44 | 1.52 | 2.14 | 7.87 | 1.20 | 10.34 | 15.32 | -14.61 | 2.67 | 5.96 | 2.62 | 1.48 | 1.06 | -5.71 | 0.71 | -0.80 |
| Sharpe Ratio | NA | 0.87 | 0.74 | -0.01 | 0.33 | NA | NA | … | … | -0.72 | 1.46 | 0.36 | 0.56 | -1.83 | 0.40 | 1.76 | 1.69 | 0.02 | 0.70 | 1.25 | 0.45 | 1.86 | 2.06 | 5.35 | 0.71 | 5.13 | 3.90 | -3.48 | -0.20 | 1.27 | 0.24 | 0.27 | 0.20 | -1.89 | -1.06 | -3.33 |
| Standard Deviation(%) | NA | 2.15 | 2.79 | 2.91 | 2.30 | NA | NA | … | … | 2.08 | 2.35 | 2.98 | 3.85 | 3.28 | 1.04 | 1.84 | 1.76 | 1.33 | 1.00 | 0.91 | 0.92 | 0.81 | 1.02 | 1.47 | 1.66 | 2.00 | 3.90 | 4.47 | 2.38 | 2.01 | 1.47 | 1.85 | 1.70 | 3.62 | 1.67 | 1.63 |
| Draw Down(%) | NA | 1.29 | 1.49 | 7.00 | 7.00 | NA | NA | … | … | 1.29 | 0.83 | 1.48 | 2.22 | 6.77 | 0.49 | 3.50 | 0.68 | 0.49 | 0.31 | 0.51 | 0.36 | 0.23 | 0.94 | 0.46 | 2.13 | 1.07 | 5.01 | 17.62 | 1.33 | 0.54 | 0.73 | 2.50 | 1.58 | 8.00 | 1.87 | 1.70 |
| Yield(%) | 0.00 | 3.67 | 4.24 | 3.20 | 2.58 | 2.46 | 2.84 | … | … | 1.12 | 4.36 | 4.60 | 4.17 | 2.17 | 1.09 | 1.63 | 2.65 | 2.31 | 1.58 | 1.47 | 1.35 | 1.51 | 2.13 | 3.38 | 3.19 | 3.12 | 5.88 | 5.77 | 5.28 | 4.43 | 3.64 | 2.28 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 04/14/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWLIX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS I) |
-3.51%
Mar 2006 – Mar 2009 |
-1.21%
Mar 2004 – Mar 2009 |
1.06%
Oct 2012 – Oct 2022 |
1.82%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWLIX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS I) |
10.70%
Mar 2009 – Mar 2012 |
7.86%
Mar 2009 – Mar 2014 |
4.59%
Mar 2009 – Mar 2019 |
3.60%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart