Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWORX (Metropolitan West Opportunistic High Income Credit Fund Class M) | NA | 0.50% | 4.03% | 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 |
|---|---|---|
| MWORX (Metropolitan West Opportunistic High Income Credit Fund Class M) | 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 | 0.50 | 4.03 | NA | NA | NA | NA | … | … | 0.00 | -0.74 | 11.74 | -14.84 | 3.15 |
| Sharpe Ratio | NA | -5.50 | 0.12 | NA | NA | NA | NA | … | … | 0.00 | -2.00 | 1.20 | -1.71 | 1.50 |
| Standard Deviation(%) | NA | 0.50 | 5.61 | NA | NA | NA | NA | … | … | 197.01 | 3.68 | 6.32 | 9.53 | 5.02 |
| Draw Down(%) | NA | 0.00 | 9.69 | NA | NA | NA | NA | … | … | 0.00 | 3.44 | 5.23 | 18.50 | 3.45 |
| Yield(%) | 0.00 | 100.50 | 37.14 | 19.33 | 9.67 | 6.44 | 4.83 | … | … | 0.00 | 99.54 | 7.91 | 9.53 | 5.05 |
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 |
|---|---|---|---|---|
| MWORX (Metropolitan West Opportunistic High Income Credit Fund Class M) |
-1.88%
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 |
|---|---|---|---|---|
| MWORX (Metropolitan West Opportunistic High Income Credit Fund Class M) |
1.88%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart