• FirefoxUpgrade to the new Firefox »
  •  Dow Up0.03% Nasdaq Up0.29%

    Metropolitan West Total Return Bond M (MWTRX)

    11.03 0.00(0.00%) Jan 26

    Performance Overview as of Dec 30, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:5.83%
    5-Year Average Return:6.74%
    Number of Years Up:15
    Number of Years Down:2
    Best 1 Yr Total Return (2009-12-31):17.08%
    Worst 1 Yr Total Return (2008-12-31):-1.47%
    Best 3-Yr Total Return (N/A):11.16%
    Worst 3-Yr Total Return (N/A):3.85%
    Load Adjusted Returns 
    1-Year:5.83%
    3-Year:5.71%
    5-Year:6.74%
    10-Year:6.48%
    Trailing Returns (%) vs. Benchmarks 
    ReturnMWTRXCategoryDiffIndex*Diff
    Year To Date5.83N/AN/AN/AN/A
    1-Month0.20N/AN/AN/AN/A
    3-Month1.50N/AN/AN/AN/A
    1-Year5.83N/AN/AN/AN/A
    3-Year5.71N/AN/AN/AN/A
    5-Year6.74N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)4.79N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)1.67N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearMWTRXCategoryDiff
    2014
     
    5.83N/AN/A
    2013
     
    0.20N/AN/A
    2012
     
    11.39N/AN/A
    2011
     
    5.19N/AN/A
    2010
     
    11.53N/AN/A
    2009
     
    17.08N/AN/A
    2008
     
    -1.47N/AN/A
    2007
     
    6.25N/AN/A
    2006
     
    6.99N/AN/A
    2005
     
    3.10N/AN/A
    2004
     
    5.15N/AN/A
    2003
     
    13.88N/AN/A
    2002
     
    -0.95N/AN/A
    2001
     
    9.17N/AN/A
    2000
     
    10.18N/AN/A
    1999
     
    1.72N/AN/A
    1998
     
    9.95N/AN/A
    1997N/AN/AN/A
    Past Quarterly Returns (%) for MWTRX 
    Q1Q2Q3Q4
    20141.772.110.341.50
    20130.89-2.341.160.52
    20122.692.264.531.47
    20111.391.361.440.92
    20103.883.513.81-0.08
    20090.384.778.142.95
    20080.99-1.86-1.771.19
    20071.77-0.673.071.99
    20060.070.343.652.80
    20050.132.440.280.23
    20042.80-2.682.812.23
    20031.666.491.773.36
    2002-0.21-2.82-2.304.54
    20014.370.794.01-0.22
    20002.291.163.892.50
    19990.63-0.270.970.38
    19981.642.592.283.09
    19973.913.713.81N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date34N/A
    1-Month7N/A
    3-Month27N/A
    6-Month14N/A
    1-Year34N/A
    3-Year5N/A
    5-Year4N/A