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MWLDX: METROPOLITAN WEST LOW DURATION BOND FUND CLASS M (MUTUAL FUND)
Basic Info 8.38 0.02(0.24%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 04/29/1997 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 3.89% |
| Expenses | 0.72% |
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Performance Analytics (As of 06/04/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 04/29/1997 |
2025 | 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 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | -0.0 | 3.3 | 4.8 | 2.0 | 2.1 | 2.1 | 2.4 | 3.0 | 6.1 | 4.5 | 5.6 | -5.2 | -0.1 | 3.3 | 4.2 | 1.2 | 1.1 | 1.1 | 0.2 | 1.4 | 1.9 | 7.5 | 1.1 | 10.0 | 15.1 | -14.7 | 2.5 | 5.8 | 2.3 | 3.4 | 5.0 | -1.8 | 4.3 | 5.9 | 6.2 | 6.7 | 6.5 |
| Sharpe Ratio | NA | -0.8 | 0.82 | 0.67 | -0.14 | 0.21 | NA | NA | 0.61 | 1.36 | 0.3 | 0.52 | -2.06 | -0.15 | 1.61 | 1.67 | -0.14 | 0.5 | 1.06 | 0.22 | 1.65 | 2.05 | 5.27 | 0.69 | 4.95 | 3.84 | -3.5 | -0.29 | 1.22 | 0.04 | 1.17 | 1.92 | -0.75 | 0.8 | 0.61 | 1.16 | 1.15 | 2.62 |
| Draw Down(%) | NA | 1.3 | 1.3 | 1.5 | 7.8 | 7.8 | NA | NA | 19.5 | 1.0 | 1.5 | 2.2 | 7.3 | 0.6 | 3.6 | 0.7 | 0.5 | 0.5 | 0.5 | 0.4 | 0.3 | 0.8 | 0.3 | 2.1 | 1.2 | 5.0 | 17.7 | 1.3 | 0.6 | 0.8 | 1.7 | 1.2 | 5.9 | 1.1 | 1.2 | 1.1 | 1.8 | 0.4 |
| Standard Deviation(%) | NA | 2.1 | 2.2 | 2.8 | 2.9 | 2.3 | NA | NA | 2.4 | 2.4 | 3.0 | 3.8 | 3.2 | 1.0 | 1.9 | 1.6 | 1.2 | 1.0 | 0.9 | 0.8 | 0.8 | 0.9 | 1.4 | 1.6 | 2.0 | 3.9 | 4.5 | 2.4 | 1.9 | 1.5 | 2.1 | 2.3 | 3.9 | 2.3 | 2.8 | 2.5 | 2.8 | 2.3 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.02 | 0.0 | 0.01 | NA | NA | 0.02 | 0.04 | 0.01 | 0.02 | -0.08 | 0.0 | 0.06 | 0.04 | 0.0 | 0.01 | 0.03 | 0.01 | 0.04 | 0.06 | 0.13 | 0.02 | 0.15 | 0.19 | -0.23 | -0.01 | 0.03 | 0.0 | 0.04 | 0.06 | -0.04 | 0.04 | 0.02 | 0.04 | 0.05 | 0.07 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.0 | 0.02 | 0.02 | -0.05 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.02 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.74 | 0.77 | 0.9 | 0.87 | 0.78 | NA | NA | 0.72 | 0.8 | 1.0 | 0.99 | 0.8 | 0.44 | 0.54 | 0.76 | 0.61 | 0.49 | 0.3 | 0.22 | 0.33 | 0.33 | 0.58 | 0.66 | 0.66 | 0.78 | 0.67 | 0.77 | 0.81 | 0.67 | 0.64 | 0.75 | 0.79 | 0.49 | 0.83 | 0.8 | 0.71 | 0.84 |
| RSquared | NA | 0.7 | 0.69 | 0.8 | 0.81 | 0.74 | NA | NA | 0.52 | 0.73 | 0.84 | 0.88 | 0.84 | 0.38 | 0.69 | 0.64 | 0.47 | 0.41 | 0.31 | 0.21 | 0.28 | 0.23 | 0.25 | 0.42 | 0.42 | 0.32 | 0.36 | 0.63 | 0.59 | 0.5 | 0.4 | 0.54 | 0.31 | 0.48 | 0.57 | 0.68 | 0.5 | 0.76 |
| Yield(%) | N/A | 1.1 | 3.5 | 4.1 | 3.0 | 2.4 | 2.3 | 2.7 | N/A | 4.2 | 4.4 | 4.0 | 2.0 | 0.9 | 1.4 | 2.5 | 2.1 | 1.4 | 1.2 | 1.1 | 1.3 | 1.9 | 3.2 | 3.0 | 3.0 | 5.7 | 5.6 | 5.1 | 4.2 | 3.4 | 4.1 | 4.0 | 3.9 | 3.5 | 6.8 | 7.4 | 6.6 | 5.0 |
| Dividend Growth(%) | N/A | -74.4 | -19.1 | 127.0 | 81.1 | -27.2 | N/A | N/A | N/A | -4.9 | 11.6 | 87.9 | 120.3 | -36.3 | -41.3 | 15.0 | 53.3 | 9.8 | 11.2 | -14.0 | -31.7 | -37.2 | 3.5 | 8.0 | -43.5 | -18.6 | 7.5 | 21.8 | 21.5 | -16.0 | 3.2 | -2.3 | 10.3 | -49.1 | -9.3 | 12.9 | 33.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/1997
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