Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWSTX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS M) | 0.86% | 5.06% | 6.58% | 3.14% | 3.34% | 3.33% | 3.24% | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWSTX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS M) | 07/17/2003 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.16 | 5.06 | 6.58 | 3.14 | 3.34 | 3.33 | 3.24 | … | … | 0.86 | 7.42 | 6.04 | 8.82 | -6.85 | 2.20 | 4.92 | 5.81 | 0.67 | 2.76 | 2.67 | -0.16 | 2.53 | 3.77 | 12.46 | 1.52 | 17.55 | 31.68 | -28.04 | -3.38 | 5.11 | 2.34 | 5.59 | 11.57 |
| Sharpe Ratio | NA | 1.34 | 1.03 | 0.16 | 0.50 | NA | NA | … | … | 0.01 | 1.48 | 0.64 | 1.11 | -1.63 | 0.76 | 0.84 | 2.64 | -0.41 | 1.41 | 1.49 | -0.16 | 2.25 | 2.29 | 4.66 | 0.51 | 5.06 | 3.92 | -2.96 | -1.86 | 0.91 | 0.05 | 2.41 | 4.74 |
| Standard Deviation(%) | NA | 2.63 | 3.62 | 4.00 | 3.51 | NA | NA | … | … | 2.64 | 3.08 | 3.78 | 4.68 | 5.10 | 2.88 | 5.55 | 1.64 | 1.74 | 1.49 | 1.65 | 1.21 | 1.12 | 1.63 | 2.68 | 2.95 | 3.45 | 8.05 | 9.77 | 3.51 | 1.87 | 1.86 | 1.91 | 5.53 |
| Draw Down(%) | NA | 1.45 | 2.65 | 11.13 | 11.19 | NA | NA | … | … | 1.45 | 1.62 | 1.94 | 2.65 | 10.55 | 1.70 | 11.19 | 0.50 | 0.75 | 0.75 | 0.87 | 1.30 | 0.48 | 1.99 | 0.77 | 4.06 | 2.19 | 10.42 | 32.60 | 6.67 | 0.36 | 1.36 | 2.23 | 2.55 |
| Yield(%) | 0.00 | 4.96 | 6.45 | 6.47 | 5.24 | 4.64 | 4.20 | … | … | 1.66 | 6.21 | 6.95 | 7.59 | 9.76 | 8.24 | 5.41 | 4.20 | 3.76 | 3.49 | 3.24 | 2.62 | 1.79 | 3.36 | 5.88 | 5.42 | 5.24 | 14.79 | 10.37 | 6.16 | 5.08 | 4.26 | 3.80 | 0.99 |
Data as of 06/04/2026, Common starting date is 07/17/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWSTX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS M) |
-12.11%
Mar 2006 – Mar 2009 |
-6.18%
Mar 2004 – Mar 2009 |
1.62%
Oct 2012 – Oct 2022 |
2.39%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWSTX (METROPOLITAN WEST STRATEGIC INCOME FUND CLASS M) |
19.65%
Mar 2009 – Mar 2012 |
14.42%
Mar 2009 – Mar 2014 |
8.03%
Mar 2009 – Mar 2019 |
6.18%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart