Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MWTIX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I) | 4.19% | 6.93% | 2.50% | -0.73% | 1.86% | 3.04% | 4.05% | 3.44% |
Data as of 06/30/2025, AR inception is 04/24/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWTIX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I) | 04/24/2000 | 06/30/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | 0.89 | 6.93 | 2.50 | -0.73 | 1.86 | 3.04 | 4.05 | 3.44 | 4.19 | 1.06 | 6.03 | -14.79 | -1.11 | 9.12 | 10.02 | 0.17 | 3.44 | 2.47 | 0.29 | 6.00 | 0.51 | 11.54 | 5.54 | 11.21 | 17.31 | -1.30 | 6.46 | 6.77 | 2.79 | 3.68 | 6.67 | -8.37 | 0.40 | 0.80 |
| Sharpe Ratio | NA | 0.44 | -0.07 | -0.43 | 0.10 | NA | NA | 0.46 | 0.89 | -0.40 | 0.28 | -1.99 | -0.33 | 1.73 | 2.33 | -0.41 | 1.05 | 0.80 | 0.08 | 2.61 | 0.15 | 5.01 | 1.66 | 2.96 | 3.43 | -0.32 | 0.82 | 0.98 | 0.19 | 0.68 | 1.57 | -1.60 | -0.45 | -0.87 |
| Standard Deviation(%) | NA | 6.06 | 7.54 | 6.52 | 5.27 | NA | NA | 4.62 | 6.22 | 6.43 | 8.41 | 8.16 | 3.40 | 5.10 | 3.66 | 3.00 | 2.65 | 2.81 | 3.38 | 2.30 | 3.16 | 2.31 | 3.32 | 3.76 | 5.02 | 7.03 | 4.03 | 3.42 | 2.86 | 3.99 | 3.80 | 5.96 | 4.66 | 3.59 |
| Draw Down(%) | NA | 5.78 | 11.06 | 19.86 | 19.86 | NA | NA | 19.86 | 3.05 | 5.33 | 8.71 | 18.86 | 3.29 | 7.93 | 2.15 | 2.87 | 1.35 | 3.85 | 2.50 | 1.01 | 4.59 | 0.85 | 1.52 | 2.90 | 4.00 | 8.97 | 2.43 | 1.49 | 2.68 | 5.34 | 4.29 | 12.93 | 5.58 | 2.69 |
| Yield(%) | 0.00 | 4.11 | 3.90 | 3.43 | 3.39 | 3.91 | 4.51 | 3.80 | 1.57 | 4.53 | 4.16 | 2.44 | 1.30 | 6.73 | 4.69 | 2.67 | 2.18 | 3.33 | 2.87 | 2.64 | 3.63 | 6.32 | 5.43 | 6.30 | 6.80 | 7.07 | 5.14 | 4.89 | 5.30 | 4.57 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/30/2025, AR inception is 04/24/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTIX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I) |
-6.15%
Oct 2020 - Oct 2023 |
-0.83%
May 2020 - May 2025 |
0.94%
Oct 2013 - Oct 2023 |
3.04%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTIX (METROPOLITAN WEST TOTAL RETURN BOND FUND CLASS I) |
12.58%
Oct 2008 - Oct 2011 |
10.11%
Oct 2008 - Oct 2013 |
7.16%
Oct 2002 - Oct 2012 |
5.87%
Nov 2005 - Nov 2020 |
Annualized Rolling Returns Comparison Chart