Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWLDX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS M) | -0.01% | 3.28% | 4.76% | 2.04% | 2.06% | 2.08% | 2.40% | … | … |
Data as of 06/05/2026, Common starting date is 04/29/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWLDX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS M) | 04/29/1997 | 06/05/2026 |
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 3.28 | 4.76 | 2.04 | 2.06 | 2.08 | 2.40 | … | … | -0.01 | 6.09 | 4.50 | 5.59 | -5.17 | -0.12 | 3.26 | 4.23 | 1.21 | 1.15 | 1.14 | 0.20 | 1.42 | 1.91 | 7.52 | 1.12 | 10.04 | 15.12 | -14.68 | 2.46 | 5.76 | 2.31 | 3.41 | 5.04 | -1.82 | 4.25 | 5.93 | 6.23 | 6.67 | 6.51 |
| Sharpe Ratio | NA | 0.30 | 0.54 | -0.17 | 0.18 | NA | NA | … | … | -1.22 | 1.36 | 0.30 | 0.52 | -2.06 | -0.15 | 1.61 | 1.67 | -0.14 | 0.50 | 1.06 | 0.22 | 1.65 | 2.05 | 5.27 | 0.69 | 4.95 | 3.84 | -3.50 | -0.29 | 1.22 | 0.04 | 1.17 | 1.92 | -0.75 | 0.80 | 0.61 | 1.16 | 1.15 | 2.62 |
| Standard Deviation(%) | NA | 2.07 | 2.77 | 2.89 | 2.26 | NA | NA | … | … | 2.07 | 2.37 | 2.97 | 3.80 | 3.21 | 0.99 | 1.87 | 1.65 | 1.24 | 0.98 | 0.87 | 0.79 | 0.85 | 0.92 | 1.43 | 1.58 | 2.01 | 3.91 | 4.46 | 2.38 | 1.92 | 1.48 | 2.07 | 2.25 | 3.94 | 2.29 | 2.81 | 2.47 | 2.79 | 2.33 |
| Draw Down(%) | NA | 1.29 | 1.51 | 7.85 | 7.85 | NA | NA | … | … | 1.29 | 0.95 | 1.50 | 2.23 | 7.33 | 0.64 | 3.61 | 0.68 | 0.54 | 0.46 | 0.51 | 0.40 | 0.28 | 0.84 | 0.35 | 2.05 | 1.19 | 5.03 | 17.75 | 1.29 | 0.64 | 0.76 | 1.68 | 1.24 | 5.93 | 1.08 | 1.19 | 1.08 | 1.82 | 0.39 |
| Yield(%) | 0.00 | 3.48 | 4.05 | 3.02 | 2.39 | 2.25 | 2.66 | … | … | 1.05 | 4.17 | 4.40 | 3.98 | 1.97 | 0.89 | 1.42 | 2.45 | 2.11 | 1.38 | 1.25 | 1.11 | 1.30 | 1.90 | 3.16 | 2.99 | 2.96 | 5.70 | 5.60 | 5.08 | 4.23 | 3.45 | 4.07 | 3.99 | 3.86 | 3.50 | 6.84 | 7.41 | 6.56 | 4.99 |
Data as of 06/05/2026, Common starting date is 04/29/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWLDX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS M) |
-3.70%
Mar 2006 – Mar 2009 |
-1.24%
Mar 2004 – Mar 2009 |
0.76%
Oct 2012 – Oct 2022 |
1.56%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWLDX (METROPOLITAN WEST LOW DURATION BOND FUND CLASS M) |
10.51%
Mar 2009 – Mar 2012 |
7.65%
Mar 2009 – Mar 2014 |
4.45%
May 1997 – May 2007 |
3.83%
Oct 1997 – Oct 2012 |
Annualized Rolling Returns Comparison Chart