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Metropolitan West Total Return Bd I (MWTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.750.00 (0.00%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.57%
5-Year Average Return-0.07%
Number of Years Up19
Number of Years Down4
Best 1 Yr Total Return (Apr 18, 2024)17.30%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return17.30%
Worst 3-Yr Total Return-3.70%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMWTIXCategory
YTD-0.85%-0.61%
1-Month0.88%0.77%
3-Month-0.85%1.99%
1-Year1.45%3.06%
3-Year-3.02%5.69%
5-Year0.42%3.75%
10-Year1.56%3.84%
Last Bull Market1.28%4.61%
Last Bear Market-5.73%1.87%

Annual Total Return (%) History

Year
MWTIXCategory
2024
N/AN/A
2023
6.00%N/A
2022
-14.79%N/A
2021
-1.12%N/A
2020
9.11%8.06%
2019
9.09%8.94%
2018
0.16%-0.61%
2017
3.43%4.27%
2016
2.46%3.86%
2015
0.29%-0.45%
2014
5.99%5.42%
2013
0.50%-0.90%
2012
11.54%7.76%
2011
5.52%6.27%
2010
11.65%8.51%
2009
17.30%15.12%
2008
-1.28%-3.86%
2007
6.48%5.62%
2006
7.21%4.48%
2005
3.31%2.09%
2004
5.37%4.59%
2003
14.12%6.32%
2002
-0.74%8.44%
2001
9.40%7.84%
2000
N/A10.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-0.85%N/AN/AN/A
20233.59%-1.25%-3.58%7.47%
2022-6.30%-5.73%-5.18%1.74%
2021-2.91%1.80%0.13%-0.09%
20202.32%4.07%1.26%1.20%
20193.20%3.20%2.24%0.19%
2018-1.30%-0.09%0.04%1.53%
20170.90%1.29%0.81%0.38%
20162.43%1.98%0.74%-2.64%
20151.40%-1.34%0.65%-0.40%
20141.83%2.16%0.31%1.57%
20131.04%-2.29%1.22%0.58%
20122.75%2.31%4.59%1.45%
20111.54%1.31%1.59%0.97%
20103.93%3.47%3.96%-0.12%
20090.41%4.82%8.19%3.01%
20081.05%-1.93%-1.61%1.25%
20071.82%-0.62%3.12%2.04%
20060.13%0.28%3.82%2.85%
20050.18%2.39%0.44%0.28%
20042.85%-2.62%2.86%2.28%
20031.61%6.66%1.82%3.41%
2002-0.26%-2.67%-2.35%4.71%
20014.42%0.84%3.97%-0.07%
20001.22%3.94%2.55%N/A

Rank In Category (By Total Return)

YTD91
1-Month79
3-Month91
1-Year84
3-Year81
5-Year66

Load Adjusted Returns

1-Year1.45%
3-Year-3.02%
5-Year0.42%
10-Year1.56%