Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWESX (MetWest ESG Securitized Fund Class I) | 0.12% | 5.65% | 7.39% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWESX (MetWest ESG Securitized Fund Class I) | 09/30/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.23 | 5.65 | 7.39 | NA | NA | NA | NA | … | … | 0.12 | 8.57 | 8.44 | 6.26 | -14.02 | -0.35 |
| Sharpe Ratio | NA | 0.65 | 0.66 | NA | NA | NA | NA | … | … | -0.59 | 1.18 | 0.69 | 0.30 | -2.01 | -0.62 |
| Standard Deviation(%) | NA | 3.90 | 6.34 | NA | NA | NA | NA | … | … | 4.20 | 4.83 | 6.96 | 8.70 | 7.72 | 2.24 |
| Draw Down(%) | NA | 2.70 | 6.39 | NA | NA | NA | NA | … | … | 2.70 | 3.08 | 3.94 | 9.28 | 17.78 | 0.90 |
| Yield(%) | 0.00 | 4.31 | 5.81 | 3.60 | 1.80 | 1.20 | 0.90 | … | … | 1.49 | 5.09 | 7.47 | 4.42 | 2.24 | 0.15 |
Data as of 06/10/2026, Common starting date is 09/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWESX (MetWest ESG Securitized Fund Class I) |
-0.31%
Dec 2021 – Dec 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWESX (MetWest ESG Securitized Fund Class I) |
8.57%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart