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MWIMX: METROPOLITAN WEST INTERMEDIATE BOND FUND CLASS M (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 07/16/2003 |
| Last Dividend Date: | 04/30/2025 |
| 12-Mo. Yield | 3.95% |
| Expenses | 0.70% |
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Performance Analytics (As of 05/05/2025)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 07/16/2003 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 299.0 | 324.4 | 62.6 | 31.9 | 16.3 | 12.3 | 10.6 | 10.0 | 310.8 | 2.1 | 5.3 | -9.5 | -1.7 | 4.9 | 6.4 | 0.8 | 1.8 | 1.5 | 0.0 | 3.0 | 0.8 | 8.8 | 4.9 | 11.3 | 14.2 | -2.4 | 5.1 | 4.4 | 1.1 | 4.2 | 1.8 |
| Sharpe Ratio | NA | 1.33 | 0.43 | 0.28 | 0.2 | NA | NA | 0.17 | 15.52 | -0.34 | 0.28 | -2.0 | -0.85 | 1.16 | 1.75 | -0.3 | 0.57 | 0.62 | 0.0 | 1.92 | 0.37 | 4.94 | 1.92 | 3.19 | 3.06 | -0.51 | 0.59 | 0.39 | -0.5 | 1.09 | 1.05 |
| Draw Down(%) | NA | 75.2 | 75.2 | 75.2 | 75.2 | NA | NA | 75.2 | 75.2 | 3.2 | 5.3 | 12.6 | 1.9 | 4.9 | 1.5 | 2.0 | 1.1 | 2.6 | 1.4 | 0.6 | 2.5 | 0.7 | 1.5 | 2.6 | 3.3 | 8.6 | 1.8 | 1.2 | 2.2 | 2.5 | 1.9 |
| Standard Deviation(%) | NA | 241.9 | 139.5 | 107.9 | 76.3 | NA | NA | 51.7 | 418.4 | 4.5 | 6.0 | 5.5 | 2.0 | 4.0 | 2.8 | 2.1 | 2.0 | 2.1 | 2.3 | 1.6 | 1.9 | 1.8 | 2.5 | 3.5 | 4.6 | 6.5 | 3.3 | 2.5 | 2.4 | 2.9 | 3.2 |
| Treynor Ratio | NA | 0.75 | 0.41 | 0.23 | 0.14 | NA | NA | 0.11 | 6.68 | -0.02 | 0.02 | -0.18 | -0.04 | 0.08 | 0.06 | -0.01 | 0.02 | 0.03 | 0.0 | 0.07 | 0.02 | 0.19 | 0.12 | 0.18 | 0.26 | -0.06 | 0.03 | 0.02 | -0.02 | 0.06 | 0.06 |
| Alpha | NA | 2.05 | 0.69 | 0.42 | 0.2 | NA | NA | 0.09 | 6.13 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.02 | 0.01 | 0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 4.31 | 1.44 | 1.29 | 1.08 | NA | NA | 0.8 | 9.71 | 0.77 | 0.73 | 0.62 | 0.46 | 0.55 | 0.78 | 0.67 | 0.6 | 0.49 | 0.49 | 0.44 | 0.44 | 0.46 | 0.42 | 0.61 | 0.55 | 0.6 | 0.65 | 0.65 | 0.55 | 0.56 | 0.52 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.01 | 0.89 | 0.86 | 0.91 | 0.74 | 0.52 | 0.83 | 0.7 | 0.74 | 0.71 | 0.83 | 0.73 | 0.73 | 0.63 | 0.67 | 0.81 | 0.67 | 0.52 | 0.81 | 0.86 | 0.76 | 0.82 | 0.79 |
| Yield(%) | N/A | 4.0 | 3.6 | 2.4 | 2.3 | 2.9 | 3.5 | N/A | 1.3 | 4.0 | 4.0 | 2.3 | 1.0 | 1.5 | 2.7 | 2.3 | 1.7 | 2.2 | 1.6 | 1.8 | 2.6 | 5.4 | 4.0 | 7.7 | 6.2 | 6.6 | 5.0 | 4.3 | 4.5 | 5.6 | 3.6 |
| Dividend Growth(%) | N/A | -5.8 | 110.4 | 17.0 | -48.7 | N/A | N/A | N/A | -68.1 | -0.3 | 57.2 | 125.5 | -35.0 | -41.6 | 19.2 | 35.7 | -25.2 | 40.0 | -14.5 | -31.1 | -49.8 | 34.8 | -45.9 | 34.0 | -14.8 | 33.5 | 15.7 | -7.9 | -20.6 | 53.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/16/2003
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