Metropolitan West Total Return Bd I (MWTIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 02:29PM EDT
Performance overview
Morningstar return ratingN/A1
Year-to-date return-0.97%
5-year average return0.25%
Number of years up19
Number of years down4
Best 1-yr total return (14 May 2024)17.30%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return17.30%
Worst 3-yr total return-3.70%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnMWTIXCategory
YTD-3.79%-0.61%
1-month-2.97%0.77%
3-month-3.73%1.99%
1-year-2.09%3.06%
3-year-4.26%5.69%
5-year-0.19%3.75%
10-year1.18%3.84%
Last bull market8.78%4.61%
Last bear market-5.73%1.87%
Annual total return (%) history
YearMWTIXCategory
2024N/AN/A
20236.00%N/A
2022-14.79%N/A
2021-1.12%N/A
20209.11%8.06%
20199.09%8.94%
20180.16%-0.61%
20173.43%4.27%
20162.46%3.86%
20150.29%-0.45%
20145.99%5.42%
20130.50%-0.90%
201211.54%7.76%
20115.52%6.27%
201011.65%8.51%
200917.30%15.12%
2008-1.28%-3.86%
20076.48%5.62%
20067.21%4.48%
20053.31%2.09%
20045.37%4.59%
200314.12%6.32%
2002-0.74%8.44%
20019.40%7.84%
2000N/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)
YTD93
1-month94
3-month94
1-year89
3-year85
5-year69
Load adjusted returns
1-year-2.09%
3-year-4.26%
5-year-0.19%
10-year1.18%
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