Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWLNX (METROPOLITAN WEST LOW DURATION BOND FUND ADMINISTRATIVE CLASS) | -0.02% | 3.42% | 4.64% | 1.95% | 1.96% | 1.99% | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/25/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWLNX (METROPOLITAN WEST LOW DURATION BOND FUND ADMINISTRATIVE CLASS) | 09/25/2009 | 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 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.18 | 3.42 | 4.64 | 1.95 | 1.96 | 1.99 | NA | … | … | -0.02 | 5.87 | 4.29 | 5.61 | -5.11 | -0.25 | 3.28 | 3.97 | 1.22 | 1.01 | 1.19 | 0.21 | 1.07 | 1.74 | 7.37 | 0.88 | 9.88 | 3.61 |
| Sharpe Ratio | NA | 0.25 | 0.52 | -0.20 | 0.14 | NA | NA | … | … | -1.30 | 1.36 | 0.23 | 0.52 | -2.05 | -0.31 | 1.67 | 1.51 | -0.14 | 0.42 | 1.16 | 0.24 | 1.77 | 2.06 | 5.49 | 0.57 | 5.21 | 7.38 |
| Standard Deviation(%) | NA | 1.90 | 2.66 | 2.82 | 2.21 | NA | NA | … | … | 1.97 | 2.20 | 2.89 | 3.76 | 3.20 | 0.90 | 1.81 | 1.65 | 1.21 | 0.84 | 0.85 | 0.74 | 0.60 | 0.82 | 1.34 | 1.49 | 1.88 | 1.93 |
| Draw Down(%) | NA | 1.37 | 1.63 | 7.81 | 7.81 | NA | NA | … | … | 1.37 | 0.92 | 1.63 | 2.22 | 7.27 | 0.66 | 3.50 | 0.70 | 0.51 | 0.47 | 0.49 | 0.48 | 0.22 | 0.88 | 0.45 | 2.13 | 1.20 | 0.39 |
| Yield(%) | 0.00 | 3.29 | 3.94 | 2.93 | 2.28 | 2.15 | 2.01 | … | … | 0.99 | 3.99 | 4.30 | 3.94 | 1.95 | 0.80 | 1.31 | 2.32 | 2.00 | 1.27 | 1.28 | 1.09 | 1.07 | 1.73 | 2.97 | 2.78 | 2.74 | 0.32 |
Data as of 06/10/2026, Common starting date is 09/25/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWLNX (METROPOLITAN WEST LOW DURATION BOND FUND ADMINISTRATIVE CLASS) |
-1.31%
Oct 2019 – Oct 2022 |
0.20%
Oct 2017 – Oct 2022 |
0.67%
Oct 2012 – Oct 2022 |
2.01%
May 2011 – May 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWLNX (METROPOLITAN WEST LOW DURATION BOND FUND ADMINISTRATIVE CLASS) |
6.21%
Nov 2009 – Nov 2012 |
4.35%
Nov 2009 – Nov 2014 |
2.89%
Oct 2009 – Oct 2019 |
2.43%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart