Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWTNX (METROPOLITAN WEST TOTAL RETURN BOND FUND ADMINISTRATIVE CLASS) | -0.70% | 4.02% | 3.51% | -0.65% | 0.86% | 1.96% | NA | … | … |
Data as of 06/05/2026, Common starting date is 12/23/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWTNX (METROPOLITAN WEST TOTAL RETURN BOND FUND ADMINISTRATIVE CLASS) | 12/23/2009 | 06/05/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.66 | 4.02 | 3.51 | -0.65 | 0.86 | 1.96 | NA | … | … | -0.70 | 7.40 | 0.72 | 5.68 | -15.05 | -1.47 | 3.75 | 8.71 | -0.15 | 3.09 | 1.90 | -0.17 | 5.59 | 0.09 | 11.09 | 5.08 | 9.48 | -0.30 |
| Sharpe Ratio | NA | 0.60 | 0.14 | -0.46 | -0.12 | NA | NA | … | … | -0.57 | 0.89 | -0.45 | 0.24 | -2.03 | -0.44 | 0.50 | 1.93 | -0.51 | 0.95 | 0.59 | -0.06 | 2.46 | 0.02 | 4.96 | 1.54 | 2.59 | NA |
| Standard Deviation(%) | NA | 4.39 | 6.22 | 6.64 | 5.54 | NA | NA | … | … | 4.57 | 5.12 | 6.42 | 8.39 | 8.17 | 3.39 | 6.90 | 3.75 | 3.01 | 2.58 | 2.85 | 3.36 | 2.27 | 3.02 | 2.24 | 3.28 | 3.63 | NA |
| Draw Down(%) | NA | 3.38 | 7.25 | 20.16 | 23.70 | NA | NA | … | … | 3.38 | 3.07 | 5.39 | 8.85 | 19.03 | 3.34 | 7.92 | 2.14 | 2.98 | 1.38 | 4.05 | 2.62 | 0.92 | 4.65 | 0.85 | 1.64 | 2.94 | NA |
| Yield(%) | 0.00 | 3.45 | 3.78 | 2.67 | 2.47 | 2.88 | 2.62 | … | … | 0.94 | 3.92 | 4.20 | 3.84 | 2.16 | 0.94 | 1.48 | 3.44 | 2.35 | 1.84 | 2.75 | 2.40 | 2.23 | 3.22 | 5.90 | 5.00 | 4.68 | 0.00 |
Data as of 06/05/2026, Common starting date is 12/23/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTNX (METROPOLITAN WEST TOTAL RETURN BOND FUND ADMINISTRATIVE CLASS) |
-7.92%
Oct 2020 – Oct 2023 |
-2.33%
Jul 2020 – Jul 2025 |
0.00%
Oct 2013 – Oct 2023 |
2.00%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTNX (METROPOLITAN WEST TOTAL RETURN BOND FUND ADMINISTRATIVE CLASS) |
7.99%
Mar 2010 – Mar 2013 |
6.12%
Jan 2010 – Jan 2015 |
4.52%
Feb 2010 – Feb 2020 |
2.42%
Feb 2010 – Feb 2025 |
Annualized Rolling Returns Comparison Chart