Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWUIX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS I) | 0.91% | 4.28% | 5.12% | 3.31% | 2.42% | 2.10% | 1.90% | … | … |
Data as of 06/03/2026, Common starting date is 08/27/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWUIX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS I) | 08/27/2004 | 06/03/2026 |
| 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 (%) | 0.00 | 4.28 | 5.12 | 3.31 | 2.42 | 2.10 | 1.90 | … | … | 0.91 | 5.91 | 5.08 | 5.31 | -0.81 | 0.35 | 1.35 | 2.85 | 1.75 | 1.22 | 0.91 | 0.26 | 0.84 | 1.21 | 5.90 | 0.34 | 10.27 | 13.71 | -21.09 | 2.81 | 4.88 | 3.05 | 0.60 |
| Sharpe Ratio | NA | 1.05 | 0.84 | 0.30 | 0.41 | NA | NA | … | … | -0.14 | 1.44 | 0.53 | 0.57 | -0.83 | 0.35 | 0.91 | 1.01 | 0.30 | 0.46 | 1.17 | 0.37 | 1.06 | 1.10 | 3.95 | 0.17 | 3.98 | 2.96 | -4.20 | -0.15 | 0.81 | 0.55 | 0.31 |
| Standard Deviation(%) | NA | 1.93 | 2.46 | 2.43 | 1.91 | NA | NA | … | … | 1.88 | 2.11 | 2.74 | 2.91 | 2.71 | 0.93 | 1.20 | 1.36 | 1.22 | 1.22 | 0.60 | 0.61 | 0.77 | 1.07 | 1.49 | 1.77 | 2.56 | 4.60 | 5.23 | 2.24 | 1.83 | 1.44 | 1.27 |
| Draw Down(%) | NA | 0.71 | 0.96 | 3.05 | 3.05 | NA | NA | … | … | 0.71 | 0.72 | 0.96 | 1.21 | 3.03 | 0.23 | 1.64 | 0.25 | 0.23 | 0.23 | 0.23 | 0.28 | 0.23 | 0.58 | 0.48 | 1.94 | 1.93 | 5.30 | 23.11 | 1.37 | 0.39 | 0.39 | 0.19 |
| Yield(%) | 0.00 | 3.73 | 4.24 | 3.18 | 2.39 | 2.03 | 2.34 | … | … | 1.15 | 4.33 | 4.49 | 4.22 | 1.84 | 0.63 | 1.13 | 2.82 | 1.96 | 1.22 | 1.14 | 0.72 | 0.84 | 1.21 | 1.98 | 2.25 | 3.05 | 6.57 | 5.45 | 5.31 | 4.39 | 3.59 | 0.80 |
Data as of 06/03/2026, Common starting date is 08/27/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWUIX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS I) |
-6.52%
Apr 2006 – Apr 2009 |
-0.76%
Sep 2004 – Sep 2009 |
0.86%
Oct 2012 – Oct 2022 |
0.87%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWUIX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS I) |
9.80%
Mar 2009 – Mar 2012 |
6.87%
Mar 2009 – Mar 2014 |
3.95%
Apr 2009 – Apr 2019 |
3.22%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart