AFLIX vs. MWSTX
Compare and contrast key facts about Anfield Universal Fixed Income Fund (AFLIX) and Metropolitan West Strategic Income Fund (MWSTX).
AFLIX is managed by Anfield. It was launched on Jun 27, 2013. MWSTX is managed by Metropolitan West Funds. It was launched on Jun 29, 2003.
Performance
AFLIX vs. MWSTX - Performance Comparison
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AFLIX vs. MWSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AFLIX Anfield Universal Fixed Income Fund | -0.23% | 5.99% | 5.51% | 7.75% | -5.69% | 1.66% | 0.58% | 1.56% | 1.70% | 1.85% |
MWSTX Metropolitan West Strategic Income Fund | -0.11% | 6.93% | 5.17% | 7.39% | -9.59% | 1.18% | 4.92% | 5.84% | 1.03% | 1.95% |
Returns By Period
In the year-to-date period, AFLIX achieves a -0.23% return, which is significantly lower than MWSTX's -0.11% return.
AFLIX
- 1D
- 0.17%
- 1M
- -1.06%
- YTD
- -0.23%
- 6M
- 1.26%
- 1Y
- 4.69%
- 3Y*
- 5.83%
- 5Y*
- 2.86%
- 10Y*
- —
MWSTX
- 1D
- 0.16%
- 1M
- -1.29%
- YTD
- -0.11%
- 6M
- 1.16%
- 1Y
- 4.62%
- 3Y*
- 5.57%
- 5Y*
- 1.96%
- 10Y*
- 2.80%
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AFLIX vs. MWSTX - Expense Ratio Comparison
AFLIX has a 1.39% expense ratio, which is higher than MWSTX's 1.04% expense ratio.
Return for Risk
AFLIX vs. MWSTX — Risk / Return Rank
AFLIX
MWSTX
AFLIX vs. MWSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Anfield Universal Fixed Income Fund (AFLIX) and Metropolitan West Strategic Income Fund (MWSTX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| AFLIX | MWSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.99 | 1.86 | +1.14 |
Sortino ratioReturn per unit of downside risk | 4.20 | 3.01 | +1.19 |
Omega ratioGain probability vs. loss probability | 1.81 | 1.42 | +0.39 |
Calmar ratioReturn relative to maximum drawdown | 3.48 | 3.26 | +0.22 |
Martin ratioReturn relative to average drawdown | 14.84 | 11.53 | +3.30 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AFLIX | MWSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.99 | 1.86 | +1.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.44 | 0.51 | +0.93 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.92 | +0.06 |
Correlation
The correlation between AFLIX and MWSTX is 0.36, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
AFLIX vs. MWSTX - Dividend Comparison
AFLIX's dividend yield for the trailing twelve months is around 2.74%, less than MWSTX's 4.87% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AFLIX Anfield Universal Fixed Income Fund | 2.74% | 3.15% | 5.97% | 5.31% | 4.13% | 2.40% | 4.51% | 2.88% | 2.92% | 1.34% | 0.00% | 0.00% |
MWSTX Metropolitan West Strategic Income Fund | 4.87% | 5.69% | 6.19% | 6.26% | 8.59% | 7.70% | 5.45% | 4.14% | 4.23% | 3.48% | 4.24% | 2.97% |
Drawdowns
AFLIX vs. MWSTX - Drawdown Comparison
The maximum AFLIX drawdown since its inception was -9.43%, smaller than the maximum MWSTX drawdown of -37.03%. Use the drawdown chart below to compare losses from any high point for AFLIX and MWSTX.
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Drawdown Indicators
| AFLIX | MWSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.43% | -37.03% | +27.60% |
Max Drawdown (1Y)Largest decline over 1 year | -1.38% | -1.62% | +0.24% |
Max Drawdown (5Y)Largest decline over 5 years | -8.55% | -13.75% | +5.20% |
Max Drawdown (10Y)Largest decline over 10 years | — | -13.75% | — |
Current DrawdownCurrent decline from peak | -1.15% | -1.29% | +0.14% |
Average DrawdownAverage peak-to-trough decline | -1.65% | -3.10% | +1.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.32% | 0.46% | -0.14% |
Volatility
AFLIX vs. MWSTX - Volatility Comparison
The current volatility for Anfield Universal Fixed Income Fund (AFLIX) is 0.68%, while Metropolitan West Strategic Income Fund (MWSTX) has a volatility of 0.80%. This indicates that AFLIX experiences smaller price fluctuations and is considered to be less risky than MWSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AFLIX | MWSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.68% | 0.80% | -0.12% |
Volatility (6M)Calculated over the trailing 6-month period | 0.98% | 1.64% | -0.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.58% | 2.77% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.99% | 3.89% | -1.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.34% | 3.41% | -1.07% |