Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) | 0.46% | 5.09% | 6.12% | 2.15% | 2.74% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 10/28/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) | 10/28/2011 | 06/10/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.19 | 5.09 | 6.12 | 2.15 | 2.74 | NA | NA | … | … | 0.46 | 7.80 | 5.83 | 7.50 | -8.38 | -0.34 | 3.75 | 6.17 | 0.68 | 3.67 | 3.12 | -0.05 | 3.37 | 2.88 | 15.18 | 1.04 |
| Sharpe Ratio | NA | 1.00 | 0.81 | -0.09 | 0.34 | NA | NA | … | … | -0.53 | 1.77 | 0.58 | 0.82 | -2.33 | -0.20 | 0.67 | 3.03 | -0.50 | 2.73 | 2.97 | -0.09 | 3.62 | 1.68 | 6.31 | 1.11 |
| Standard Deviation(%) | NA | 2.44 | 3.53 | 3.70 | 3.20 | NA | NA | … | … | 2.69 | 2.79 | 3.81 | 4.73 | 4.23 | 1.87 | 5.18 | 1.55 | 1.41 | 1.11 | 0.98 | 0.88 | 0.93 | 1.70 | 2.42 | 5.60 |
| Draw Down(%) | NA | 1.62 | 2.97 | 13.04 | 13.04 | NA | NA | … | … | 1.62 | 1.73 | 1.99 | 3.02 | 11.46 | 2.09 | 10.66 | 0.58 | 0.66 | 0.34 | 0.55 | 1.04 | 0.33 | 2.97 | 0.62 | 2.20 |
| Yield(%) | 0.00 | 4.72 | 5.77 | 4.45 | 3.72 | 3.65 | 2.74 | … | … | 1.60 | 5.54 | 6.33 | 6.32 | 4.05 | 2.34 | 2.72 | 3.68 | 3.26 | 2.54 | 2.16 | 1.80 | 1.90 | 2.67 | 5.10 | 0.00 |
Data as of 06/10/2026, Common starting date is 10/28/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) |
-2.43%
Oct 2019 – Oct 2022 |
-0.16%
Oct 2017 – Oct 2022 |
1.31%
Oct 2012 – Oct 2022 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWCRX (METROPOLITAN WEST UNCONSTRAINED BOND FUND CLASS M) |
7.63%
Oct 2022 – Oct 2025 |
4.80%
Nov 2011 – Nov 2016 |
3.90%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart