Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWUSX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS M) | 0.82% | 4.07% | 4.86% | 3.22% | 2.30% | 1.98% | 1.76% | … | … |
Data as of 06/04/2026, Common starting date is 07/17/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWUSX (METROPOLITAN WEST ULTRA SHORT BOND 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 (%) | 0.00 | 4.07 | 4.86 | 3.22 | 2.30 | 1.98 | 1.76 | … | … | 0.82 | 5.46 | 5.17 | 5.45 | -0.59 | -0.09 | 1.21 | 2.93 | 1.61 | 0.84 | 0.77 | 0.47 | 0.42 | 1.03 | 5.75 | 0.37 | 10.13 | 13.24 | -21.06 | 2.43 | 4.78 | 2.69 | 4.71 | 3.60 |
| Sharpe Ratio | NA | 0.90 | 0.73 | 0.27 | 0.35 | NA | NA | … | … | -0.25 | 1.16 | 0.58 | 0.55 | -0.76 | -0.10 | 0.82 | 0.99 | 0.31 | 0.29 | 0.71 | 0.97 | 1.33 | 1.25 | 3.84 | 0.20 | 3.91 | 2.79 | -4.17 | -0.31 | 0.84 | 0.30 | 1.76 | 3.86 |
| Standard Deviation(%) | NA | 2.02 | 2.55 | 2.55 | 1.94 | NA | NA | … | … | 2.00 | 2.24 | 2.69 | 3.28 | 2.68 | 1.14 | 1.16 | 1.47 | 0.75 | 0.64 | 0.79 | 0.45 | 0.30 | 0.80 | 1.50 | 1.70 | 2.57 | 4.72 | 5.26 | 2.32 | 1.63 | 1.45 | 2.12 | 1.90 |
| Draw Down(%) | NA | 0.72 | 0.96 | 3.50 | 3.50 | NA | NA | … | … | 0.72 | 0.48 | 0.96 | 1.22 | 3.27 | 0.47 | 1.64 | 0.23 | 0.24 | 0.23 | 0.30 | 0.23 | 0.23 | 0.81 | 0.24 | 1.80 | 1.93 | 5.35 | 23.19 | 1.37 | 0.39 | 0.39 | 0.19 | 0.20 |
| Yield(%) | 0.00 | 3.52 | 4.05 | 3.00 | 2.24 | 1.88 | 2.21 | … | … | 1.05 | 4.14 | 4.32 | 4.03 | 1.72 | 0.49 | 0.99 | 2.66 | 1.83 | 1.07 | 1.00 | 0.70 | 0.65 | 1.02 | 1.84 | 2.04 | 2.89 | 6.41 | 5.31 | 5.14 | 4.29 | 3.42 | 4.63 | 0.80 |
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 |
|---|---|---|---|---|
| MWUSX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS M) |
-6.73%
Apr 2006 – Apr 2009 |
-2.68%
Mar 2004 – Mar 2009 |
0.70%
Oct 2012 – Oct 2022 |
0.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWUSX (METROPOLITAN WEST ULTRA SHORT BOND FUND CLASS M) |
9.53%
Apr 2009 – Apr 2012 |
6.65%
Mar 2009 – Mar 2014 |
3.78%
Apr 2009 – Apr 2019 |
3.09%
Mar 2009 – Mar 2024 |
Annualized Rolling Returns Comparison Chart