Advertisement
U.S. markets closed

Metropolitan West Total Return Bd M (MWTRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
8.97+0.04 (+0.45%)
At close: 08:01PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-1.89%
5-Year Average Return0.37%
Number of Years Up20
Number of Years Down6
Best 1 Yr Total Return (Feb 22, 2024)17.08%
Worst 1 Yr Total Return (Feb 22, 2024)N/A
Best 3-Yr Total Return17.08%
Worst 3-Yr Total Return-3.87%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMWTRXCategory
YTD-0.19%-0.61%
1-Month-0.19%0.77%
3-Month9.58%1.99%
1-Year1.79%3.06%
3-Year-3.79%5.69%
5-Year0.75%3.75%
10-Year1.45%3.84%
Last Bull Market1.09%4.61%
Last Bear Market-5.87%1.87%

Annual Total Return (%) History

Year
MWTRXCategory
2023
5.76%N/A
2022
-14.87%N/A
2021
-1.34%N/A
2020
8.78%8.06%
2019
8.94%8.94%
2018
-0.06%-0.61%
2017
3.10%4.27%
2016
2.32%3.86%
2015
-0.05%-0.45%
2014
5.83%5.42%
2013
0.20%-0.90%
2012
11.39%7.76%
2011
5.19%6.27%
2010
11.53%8.51%
2009
17.08%15.12%
2008
-1.47%-3.86%
2007
6.25%5.62%
2006
6.99%4.48%
2005
3.10%2.09%
2004
5.15%4.59%
2003
13.88%6.32%
2002
-0.95%8.44%
2001
9.17%7.84%
2000
10.18%10.08%
1999
1.72%-1.06%
1998
9.95%7.25%
1997
N/A9.73%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.41%-1.31%-3.63%7.53%
2022-6.25%-5.87%-5.23%1.80%
2021-2.97%1.74%0.17%-0.23%
20202.18%4.01%1.20%1.14%
20193.14%3.14%2.18%0.23%
2018-1.35%-0.05%-0.01%1.37%
20170.76%1.33%0.65%0.32%
20162.38%1.92%0.68%-2.61%
20151.34%-1.49%0.68%-0.55%
20141.77%2.11%0.34%1.50%
20130.89%-2.34%1.16%0.52%
20122.69%2.26%4.53%1.47%
20111.39%1.36%1.44%0.92%
20103.88%3.51%3.81%-0.08%
20090.38%4.77%8.14%2.95%
20080.99%-1.86%-1.77%1.19%
20071.77%-0.67%3.07%1.99%
20060.07%0.34%3.65%2.80%
20050.13%2.44%0.28%0.23%
20042.80%-2.68%2.81%2.23%
20031.66%6.49%1.77%3.36%
2002-0.21%-2.82%-2.30%4.54%
20014.37%0.79%4.01%-0.22%
20002.29%1.16%3.89%2.50%
19990.63%-0.27%0.97%0.38%
19981.64%2.59%2.28%3.09%
19973.91%3.71%3.81%N/A

Rank In Category (By Total Return)

YTD85
1-Month85
3-Month14
1-Year83
3-Year87
5-Year74

Load Adjusted Returns

1-Year1.79%
3-Year-3.79%
5-Year0.75%
10-Year1.45%