Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWIGX (METROPOLITAN WEST INVESTMENT GRADE CREDIT FUND CLASS I) | -0.40% | 4.66% | 5.58% | 1.39% | NA | NA | NA | … | … |
Data as of 06/09/2026, Common starting date is 06/29/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWIGX (METROPOLITAN WEST INVESTMENT GRADE CREDIT FUND CLASS I) | 06/29/2018 | 06/09/2026 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.50 | 4.66 | 5.58 | 1.39 | NA | NA | NA | … | … | -0.40 | 8.30 | 3.83 | 7.69 | -10.65 | -0.38 | 8.39 | 9.94 | 5.29 |
| Sharpe Ratio | NA | 0.55 | 0.49 | -0.22 | NA | NA | NA | … | … | -0.98 | 1.51 | 0.04 | 0.66 | -1.83 | -0.16 | 1.56 | 1.97 | 2.83 |
| Standard Deviation(%) | NA | 3.20 | 4.48 | 5.02 | NA | NA | NA | … | … | 3.52 | 3.61 | 4.71 | 6.17 | 6.63 | 2.50 | 5.21 | 4.29 | 3.28 |
| Draw Down(%) | NA | 2.35 | 3.88 | 16.11 | NA | NA | NA | … | … | 2.35 | 2.03 | 2.97 | 4.79 | 14.80 | 2.21 | 8.33 | 1.82 | 0.98 |
| Yield(%) | 0.00 | 3.74 | 4.50 | 4.56 | 4.83 | 3.22 | 2.42 | … | … | 1.34 | 4.14 | 4.51 | 6.06 | 7.50 | 4.77 | 9.10 | 10.85 | 4.03 |
Data as of 06/09/2026, Common starting date is 06/29/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWIGX (METROPOLITAN WEST INVESTMENT GRADE CREDIT FUND CLASS I) |
-3.16%
Oct 2020 – Oct 2023 |
1.30%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWIGX (METROPOLITAN WEST INVESTMENT GRADE CREDIT FUND CLASS I) |
7.74%
Jul 2018 – Jul 2021 |
2.70%
Dec 2018 – Dec 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart