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Metropolitan West Total Return Bd Plan (MWTSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.35-0.03 (-0.36%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.00%
5-year average return0.33%
Number of years up10
Number of years down2
Best 1-yr total return (14 May 2024)11.54%
Worst 1-yr total return (14 May 2024)N/A
Best 3-yr total return11.54%
Worst 3-yr total return-3.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMWTSXCategory
YTD-3.76%-0.61%
1-month-2.94%0.77%
3-month-3.67%1.99%
1-year-1.97%3.06%
3-year-4.17%5.69%
5-year-0.10%3.75%
10-year1.25%3.84%
Last bull market8.76%4.61%
Last bear market-5.71%1.87%

Annual total return (%) history

Year
MWTSXCategory
2024
N/AN/A
2023
6.07%N/A
2022
-14.69%N/A
2021
-1.11%N/A
2020
9.17%8.06%
2019
9.23%8.94%
2018
0.29%-0.61%
2017
3.49%4.27%
2016
2.56%3.86%
2015
0.25%-0.45%
2014
6.16%5.42%
2013
0.45%-0.90%
2012
11.54%7.76%
2011
N/A6.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.84%N/AN/AN/A
20233.54%-1.27%-3.51%7.54%
2022-6.24%-5.71%-5.22%1.81%
2021-2.91%1.82%0.14%-0.10%
20202.26%4.12%1.24%1.28%
20193.15%3.27%2.26%0.28%
2018-1.30%-0.01%0.12%1.49%
20170.96%1.36%0.74%0.39%
20162.48%1.99%0.77%-2.63%
20151.38%-1.35%0.67%-0.44%
20141.91%2.16%0.40%1.55%
20131.06%-2.28%1.14%0.57%
20122.75%2.38%4.60%1.37%
20110.57%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month93
3-month93
1-year88
3-year80
5-year65

Load adjusted returns

1-year-1.97%
3-year-4.17%
5-year-0.10%
10-year1.25%