Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MWTTX (Metropolitan West Total Return Bond Fund Class I-2) | -0.63% | 4.61% | 3.77% | -0.50% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 03/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MWTTX (Metropolitan West Total Return Bond Fund Class I-2) | 03/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.33 | 4.61 | 3.77 | -0.50 | NA | NA | NA | … | … | -0.63 | 7.72 | 0.99 | 5.92 | -14.85 | -1.20 | 6.95 |
| Sharpe Ratio | NA | 0.29 | 0.08 | -0.44 | NA | NA | NA | … | … | -0.87 | 0.94 | -0.41 | 0.27 | -2.00 | -0.36 | 1.78 |
| Standard Deviation(%) | NA | 4.42 | 6.19 | 6.65 | NA | NA | NA | … | … | 4.59 | 5.19 | 6.33 | 8.41 | 8.18 | 3.43 | 4.87 |
| Draw Down(%) | NA | 3.36 | 7.10 | 19.91 | NA | NA | NA | … | … | 3.36 | 3.05 | 5.34 | 8.76 | 18.90 | 3.31 | 4.94 |
| Yield(%) | 0.00 | 3.70 | 4.02 | 2.88 | 2.11 | 1.41 | 1.06 | … | … | 1.02 | 4.22 | 4.46 | 4.06 | 2.38 | 1.22 | 6.42 |
Data as of 06/10/2026, Common starting date is 03/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTTX (Metropolitan West Total Return Bond Fund Class I-2) |
-6.22%
Oct 2020 – Oct 2023 |
-1.15%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MWTTX (Metropolitan West Total Return Bond Fund Class I-2) |
5.91%
Oct 2022 – Oct 2025 |
0.14%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart