Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWTSX (METROPOLITAN WEST TOTAL RETURN BOND FUND PLAN CLASS) | -0.01% | 5.07% | 4.15% | -0.12% | 1.80% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 08/02/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWTSX (METROPOLITAN WEST TOTAL RETURN BOND FUND PLAN CLASS) | 08/02/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.70 | 5.07 | 4.15 | -0.12 | 1.80 | NA | NA | … | … | -0.01 | 7.90 | 1.16 | 6.09 | -14.68 | -1.09 | 9.19 | 9.24 | 0.28 | 3.49 | 2.28 | 0.12 | 6.05 | 0.55 | 11.58 | -2.59 |
| Sharpe Ratio | NA | 0.55 | 0.14 | -0.40 | 0.03 | NA | NA | … | … | -0.53 | 0.99 | -0.38 | 0.30 | -1.95 | -0.33 | 1.78 | 2.21 | -0.36 | 1.05 | 0.71 | 0.03 | 2.60 | 0.17 | 4.98 | -1.74 |
| Standard Deviation(%) | NA | 4.41 | 6.23 | 6.68 | 5.35 | NA | NA | … | … | 4.81 | 5.10 | 6.56 | 8.28 | 8.27 | 3.39 | 5.00 | 3.52 | 3.03 | 2.71 | 2.91 | 3.39 | 2.33 | 3.07 | 2.33 | 3.50 |
| Draw Down(%) | NA | 3.35 | 7.03 | 19.78 | 19.78 | NA | NA | … | … | 3.35 | 3.03 | 5.27 | 8.60 | 18.79 | 3.31 | 7.87 | 2.09 | 2.79 | 1.33 | 4.09 | 2.48 | 0.97 | 4.60 | 0.80 | 3.37 |
| Yield(%) | 0.28 | 4.16 | 4.29 | 3.08 | 3.40 | 3.41 | 2.56 | … | … | 1.35 | 4.40 | 4.62 | 4.23 | 2.52 | 1.38 | 7.14 | 3.92 | 2.74 | 2.25 | 3.19 | 2.84 | 2.68 | 3.66 | 6.47 | 0.00 |
Data as of 06/05/2026, Common starting date is 08/02/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTSX (METROPOLITAN WEST TOTAL RETURN BOND FUND PLAN CLASS) |
-6.04%
Oct 2020 – Oct 2023 |
-0.99%
Jul 2020 – Jul 2025 |
0.88%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTSX (METROPOLITAN WEST TOTAL RETURN BOND FUND PLAN CLASS) |
6.58%
Jul 2018 – Jul 2021 |
4.83%
Dec 2015 – Dec 2020 |
4.08%
Nov 2011 – Nov 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart