Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWSIX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS I) | 0.96% | 5.28% | 6.83% | 3.39% | 3.59% | 3.58% | 3.49% | … | … |
Data as of 06/04/2026, Common starting date is 04/23/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWSIX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS I) | 04/23/2004 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 5.28 | 6.83 | 3.39 | 3.59 | 3.58 | 3.49 | … | … | 0.96 | 7.68 | 6.28 | 9.07 | -6.63 | 2.50 | 4.97 | 6.08 | 0.94 | 3.15 | 2.77 | 0.12 | 2.94 | 3.99 | 12.60 | 1.91 | 17.83 | 32.02 | -27.99 | -3.15 | 5.32 | 2.65 | 2.29 |
| Sharpe Ratio | NA | 1.40 | 1.10 | 0.22 | 0.56 | NA | NA | … | … | 0.10 | 1.58 | 0.70 | 1.17 | -1.54 | 0.84 | 0.84 | 2.56 | -0.25 | 1.57 | 1.55 | 0.07 | 2.61 | 2.18 | 4.69 | 0.66 | 5.23 | 3.94 | -2.95 | -1.78 | 1.00 | 0.21 | 1.28 |
| Standard Deviation(%) | NA | 2.70 | 3.62 | 4.06 | 3.56 | NA | NA | … | … | 2.73 | 3.05 | 3.82 | 4.68 | 5.26 | 2.96 | 5.61 | 1.80 | 1.75 | 1.59 | 1.65 | 1.33 | 1.12 | 1.82 | 2.69 | 2.83 | 3.39 | 8.10 | 9.78 | 3.54 | 1.91 | 1.90 | 1.73 |
| Draw Down(%) | NA | 1.45 | 2.62 | 10.90 | 11.32 | NA | NA | … | … | 1.45 | 1.62 | 1.94 | 2.62 | 10.39 | 1.65 | 11.32 | 0.63 | 0.64 | 0.63 | 0.99 | 1.22 | 0.36 | 1.92 | 0.89 | 3.87 | 2.06 | 10.53 | 32.46 | 6.55 | 0.36 | 1.35 | 1.43 |
| Yield(%) | 0.00 | 5.17 | 6.68 | 6.67 | 5.45 | 4.86 | 4.37 | … | … | 1.76 | 6.45 | 7.17 | 7.81 | 9.97 | 8.52 | 5.47 | 4.45 | 4.03 | 3.75 | 3.47 | 2.90 | 2.08 | 3.58 | 6.12 | 5.66 | 5.49 | 15.06 | 10.56 | 6.39 | 5.28 | 4.47 | 1.84 |
Data as of 06/04/2026, Common starting date is 04/23/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWSIX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS I) |
-11.90%
Mar 2006 – Mar 2009 |
-4.72%
May 2004 – May 2009 |
1.86%
Oct 2012 – Oct 2022 |
2.62%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWSIX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS I) |
19.93%
Mar 2009 – Mar 2012 |
14.70%
Mar 2009 – Mar 2014 |
8.29%
Mar 2009 – Mar 2019 |
6.43%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart