Nasdaq - Delayed Quote • USD
Metropolitan West High Yield Bond M (MWHYX)
At close: 8:01 PM EDT
Fund Summary
The fund pursues its objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in high yield bonds (commonly known as "junk bonds"), which are bonds rated below investment grade or unrated bonds determined by the Adviser to be of comparable quality. Under normal circumstances, the portfolio duration is two to eight years and the fund's dollar-weighted average maturity ranges from two to fifteen years.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 54.69% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 17 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -0.22% |
| 5y Average Return | 3.45% |
| Rank in Category (ytd) | 76 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| MWHYX | Category Average | MWHYX | Category Average | MWHYX | Category Average | |
| Alpha | 2.6 | 0.03 | 3.33 | 0.04 | 1.92 | 0.04 |
| BETA | 0.84 | 0.01 | 0.83 | 0 | 0.72 | 0 |
| Mean Annual Return | 0.1 | 0.01 | 0.35 | 0.01 | 0.29 | 0 |
| R-squared | 60.53 | 0.04 | 46.46 | 0.05 | 34.32 | 0.04 |
| Standard Deviation | 7.86 | 0.09 | 7.48 | 0.07 | 5.88 | 0.07 |
| Sharpe Ratio | -0.22 | 0.01 | 0.27 | 0.01 | 0.35 | 0.01 |
| Treynor Ratio | -2.46 | 0.11 | 2.14 | 0.11 | 2.67 | 0.12 |
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