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MWCRX: METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M (MUTUAL FUND)
Basic Info 10.38 0.01(0.10%) June 09
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 10/28/2011 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 4.72% |
| Expenses | 0.69% |
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Performance Analytics (As of 06/08/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.3 | 0.6 | 5.3 | 6.2 | 2.2 | 2.8 | 3.5 | 7.8 | 5.8 | 7.5 | -8.4 | -0.3 | 3.8 | 6.2 | 0.7 | 3.7 | 3.1 | -0.0 | 3.4 | 2.9 | 15.2 | 1.0 |
| Sharpe Ratio | NA | -0.53 | 1.0 | 0.81 | -0.09 | 0.34 | 0.82 | 1.77 | 0.58 | 0.82 | -2.33 | -0.2 | 0.67 | 3.03 | -0.5 | 2.73 | 2.97 | -0.09 | 3.62 | 1.68 | 6.31 | 1.11 |
| Draw Down(%) | NA | 1.6 | 1.6 | 3.0 | 13.0 | 13.0 | 13.0 | 1.7 | 2.0 | 3.0 | 11.5 | 2.1 | 10.7 | 0.6 | 0.7 | 0.3 | 0.5 | 1.0 | 0.3 | 3.0 | 0.6 | 2.2 |
| Standard Deviation(%) | NA | 2.7 | 2.4 | 3.5 | 3.7 | 3.2 | 2.9 | 2.8 | 3.8 | 4.7 | 4.2 | 1.9 | 5.2 | 1.6 | 1.4 | 1.1 | 1.0 | 0.9 | 0.9 | 1.7 | 2.4 | 5.6 |
| Treynor Ratio | NA | -0.15 | 0.43 | 0.59 | -0.06 | 0.28 | 0.62 | 2.92 | 0.55 | 0.59 | -1.25 | 2.14 | 0.75 | -2.4 | 1.91 | -1.05 | 3.22 | -0.17 | 46.02 | 0.63 | 2.15 | 0.87 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.01 | -0.03 | 0.0 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.05 | 0.03 |
| Beta | NA | 0.1 | 0.06 | 0.05 | 0.05 | 0.04 | 0.04 | 0.02 | 0.04 | 0.07 | 0.08 | 0.0 | 0.05 | -0.02 | 0.0 | -0.03 | 0.01 | 0.0 | 0.0 | 0.05 | 0.07 | 0.07 |
| RSquared | NA | 0.26 | 0.08 | 0.04 | 0.06 | 0.05 | 0.05 | 0.01 | 0.02 | 0.03 | 0.2 | 0.0 | 0.1 | 0.02 | 0.0 | 0.03 | 0.01 | 0.01 | 0.0 | 0.09 | 0.14 | 0.11 |
| Yield(%) | N/A | 1.6 | N/A | N/A | N/A | N/A | N/A | 5.5 | 6.3 | 6.3 | 4.0 | 2.3 | 2.7 | 3.7 | 3.3 | 2.5 | 2.2 | 1.8 | 1.9 | 2.7 | 5.1 | 0.0 |
| Dividend Growth(%) | N/A | -70.5 | N/A | N/A | N/A | N/A | N/A | -12.9 | 0.5 | 37.4 | 68.3 | -13.5 | -24.2 | 10.2 | 29.8 | 18.5 | 17.7 | -4.0 | -28.7 | -42.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2011
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