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MWSTX: METROPOLITAN WEST STRATEGIC INCOME FUND CLASS M (MUTUAL FUND)
Basic Info 6.14 0.01(0.16%) June 05
| Asset Class: | Nontraditional Bond |
| MyPlanIQ Rating: | (71%) |
| Start Date: | 07/17/2003 |
| Last Dividend Date: | 04/30/2026 |
| 12-Mo. Yield | 5.55% |
| Expenses | 0.80% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/17/2003 |
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(%) | -0.3 | 0.7 | 4.9 | 6.5 | 3.1 | 3.3 | 3.3 | 3.2 | 3.7 | 7.4 | 6.0 | 8.8 | -6.8 | 2.2 | 4.9 | 5.8 | 0.7 | 2.8 | 2.7 | -0.2 | 2.5 | 3.8 | 12.5 | 1.5 | 17.6 | 31.7 | -28.0 | -3.4 | 5.1 | 2.3 | 5.6 | 11.6 |
| Sharpe Ratio | NA | -0.33 | 0.89 | 0.91 | 0.14 | 0.48 | NA | NA | 0.63 | 1.48 | 0.64 | 1.11 | -1.63 | 0.76 | 0.84 | 2.64 | -0.41 | 1.41 | 1.49 | -0.16 | 2.25 | 2.29 | 4.66 | 0.51 | 5.06 | 3.92 | -2.96 | -1.86 | 0.91 | 0.05 | 2.41 | 4.74 |
| Draw Down(%) | NA | 1.4 | 1.4 | 2.7 | 11.1 | 11.2 | NA | NA | 37.3 | 1.6 | 1.9 | 2.7 | 10.6 | 1.7 | 11.2 | 0.5 | 0.8 | 0.7 | 0.9 | 1.3 | 0.5 | 2.0 | 0.8 | 4.1 | 2.2 | 10.4 | 32.6 | 6.7 | 0.4 | 1.4 | 2.2 | 2.6 |
| Standard Deviation(%) | NA | 2.6 | 2.5 | 3.6 | 4.0 | 3.5 | NA | NA | 4.0 | 3.1 | 3.8 | 4.7 | 5.1 | 2.9 | 5.5 | 1.6 | 1.7 | 1.5 | 1.7 | 1.2 | 1.1 | 1.6 | 2.7 | 3.0 | 3.4 | 8.1 | 9.8 | 3.5 | 1.9 | 1.9 | 1.9 | 5.5 |
| Treynor Ratio | NA | -0.1 | 0.4 | 0.68 | 0.11 | 0.42 | NA | NA | 0.74 | 2.38 | 0.55 | 0.7 | -1.19 | -2.7 | 0.95 | -12.01 | 1.28 | -0.59 | -15.45 | 0.24 | -1.6 | 1.9 | 9.58 | 0.41 | 4.22 | 6.96 | -6.95 | 3.76 | -0.57 | 0.06 | 4.23 | -21.74 |
| Alpha | NA | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | NA | NA | 0.01 | 0.02 | 0.01 | 0.01 | -0.03 | 0.01 | 0.01 | 0.02 | 0.0 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.05 | 0.01 | 0.06 | 0.11 | -0.13 | -0.03 | 0.01 | 0.0 | 0.02 | 0.09 |
| Beta | NA | 0.09 | 0.06 | 0.05 | 0.05 | 0.04 | NA | NA | 0.03 | 0.02 | 0.04 | 0.07 | 0.07 | -0.01 | 0.05 | 0.0 | -0.01 | -0.04 | 0.0 | -0.01 | -0.02 | 0.02 | 0.01 | 0.04 | 0.04 | 0.05 | 0.04 | -0.02 | -0.03 | 0.01 | 0.01 | -0.01 |
| RSquared | NA | 0.21 | 0.07 | 0.04 | 0.05 | 0.04 | NA | NA | 0.03 | 0.01 | 0.02 | 0.04 | 0.11 | 0.0 | 0.09 | 0.0 | 0.0 | 0.03 | 0.0 | 0.01 | 0.03 | 0.02 | 0.0 | 0.08 | 0.05 | 0.02 | 0.03 | 0.01 | 0.03 | 0.01 | 0.0 | 0.0 |
| Yield(%) | N/A | 1.7 | 5.0 | 6.4 | 6.5 | 5.2 | 4.6 | 4.2 | N/A | 6.2 | 6.9 | 7.6 | 9.8 | 8.2 | 5.4 | 4.2 | 3.8 | 3.5 | 3.2 | 2.6 | 1.8 | 3.4 | 5.9 | 5.4 | 5.2 | 14.8 | 10.4 | 6.2 | 5.1 | 4.3 | 3.8 | 1.0 |
| Dividend Growth(%) | N/A | -73.0 | -30.2 | -34.9 | 49.0 | -17.2 | N/A | N/A | N/A | -11.4 | -8.1 | -34.9 | 11.1 | 50.8 | 31.1 | 8.1 | 8.1 | 6.9 | 20.2 | 47.3 | -46.4 | -39.3 | 4.4 | 15.3 | -59.7 | -10.0 | 53.0 | 21.2 | 17.1 | 13.7 | 326.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/17/2003
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