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Metropolitan West Low Duration Bd M (MWLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.19+0.01 (+0.12%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.29%
5-year average return1.09%
Number of years up22
Number of years down4
Best 1-yr total return (29 Apr 2024)15.15%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return15.15%
Worst 3-yr total return-0.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWLDXCategory
YTD0.44%0.44%
1-month0.49%0.02%
3-month0.44%0.56%
1-year3.82%2.65%
3-year0.20%3.38%
5-year1.28%2.40%
10-year1.25%2.01%
Last bull market0.99%2.63%
Last bear market-1.70%-0.33%

Annual total return (%) history

Year
MWLDXCategory
2024
N/AN/A
2023
5.57%N/A
2022
-5.17%N/A
2021
-0.13%N/A
2020
3.27%3.81%
2019
4.23%4.72%
2018
1.20%0.92%
2017
1.15%1.73%
2016
1.23%2.08%
2015
0.20%0.19%
2014
1.39%1.07%
2013
1.92%0.45%
2012
7.54%3.67%
2011
1.12%1.66%
2010
10.30%4.11%
2009
15.15%9.30%
2008
-14.67%-4.23%
2007
2.50%4.29%
2006
6.15%4.05%
2005
2.72%1.45%
2004
3.28%1.63%
2003
5.95%2.54%
2002
-0.39%5.47%
2001
7.60%7.27%
2000
7.32%7.59%
1999
6.23%2.21%
1998
6.64%6.27%
1997
N/A6.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.44%N/AN/AN/A
20232.13%-0.59%0.17%3.81%
2022-2.70%-1.70%-1.78%0.95%
2021-0.17%0.31%0.19%-0.45%
2020-0.79%2.72%0.73%0.60%
20191.45%1.55%0.61%0.56%
2018-0.25%0.28%0.08%1.09%
20170.41%0.44%0.34%-0.05%
20160.39%0.64%0.19%0.00%
20150.27%0.07%0.03%-0.16%
20140.53%0.72%0.10%0.04%
20131.01%-0.25%0.65%0.50%
20122.82%0.55%2.98%1.01%
20111.41%0.45%-1.34%0.62%
20102.97%2.27%3.34%1.36%
2009-2.37%4.94%8.19%3.89%
2008-2.94%-1.12%-3.31%-8.05%
20071.61%0.46%0.79%-0.37%
20061.04%0.80%2.08%2.09%
20050.40%0.96%0.65%0.68%
20041.64%-1.24%1.41%1.45%
20030.83%2.78%0.85%1.38%
20020.33%-2.43%-0.92%2.70%
20013.07%1.76%2.17%0.41%
20001.61%1.42%2.30%1.80%
19991.62%1.68%1.47%1.32%
19981.76%1.97%0.28%2.48%
19972.43%2.39%1.86%N/A

Rank in category (by total return)

YTD84
1-month73
3-month84
1-year82
3-year61
5-year72

Load adjusted returns

1-year3.82%
3-year0.20%
5-year1.28%
10-year1.25%