Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWOPX (Metropolitan West Opportunistic High Income Credit Fund Class I) | NA | -74,484.89% | nan% | NA | NA | NA | NA | … | … |
Data as of 06/25/2025, Common starting date is 07/30/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWOPX (Metropolitan West Opportunistic High Income Credit Fund Class I) | 07/30/2021 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -74,484.89 | nan | NA | NA | NA | NA | … | … | 0.00 | -73,546.56 | 12.15 | -14.65 | 3.15 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | 0.00 | NA | 1.35 | -1.69 | 1.54 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | NA | 6.34 | 9.56 | 4.92 |
| Draw Down(%) | NA | 74,000.00 | 72,723.90 | NA | NA | NA | NA | … | … | 0.00 | 72,723.90 | 5.09 | 18.47 | 3.46 |
| Yield(%) | 0.00 | 100.65 | 37.33 | 19.43 | 9.72 | 6.48 | 4.86 | … | … | 0.00 | 99.77 | 8.11 | 9.73 | 5.15 |
Data as of 06/25/2025, Common starting date is 07/30/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWOPX (Metropolitan West Opportunistic High Income Credit Fund Class I) |
0.00%
NA |
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 |
|---|---|---|---|---|
| MWOPX (Metropolitan West Opportunistic High Income Credit Fund Class I) |
0.00%
NA |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart