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MWHYX vs. VWEAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

MWHYX vs. VWEAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Metropolitan West High Yield Bond Fund (MWHYX) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX). The values are adjusted to include any dividend payments, if applicable.

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MWHYX vs. VWEAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MWHYX
Metropolitan West High Yield Bond Fund
-1.19%6.09%6.24%10.77%-12.58%2.85%11.47%12.30%-0.91%6.23%
VWEAX
Vanguard High-Yield Corporate Fund Admiral Shares
-1.68%9.49%6.42%11.79%-8.95%3.04%5.41%15.92%-2.80%7.17%

Returns By Period

In the year-to-date period, MWHYX achieves a -1.19% return, which is significantly higher than VWEAX's -1.68% return. Over the past 10 years, MWHYX has underperformed VWEAX with an annualized return of 4.55%, while VWEAX has yielded a comparatively higher 5.22% annualized return.


MWHYX

1D
0.11%
1M
-1.74%
YTD
-1.19%
6M
-0.43%
1Y
3.68%
3Y*
6.37%
5Y*
2.21%
10Y*
4.55%

VWEAX

1D
0.18%
1M
-2.34%
YTD
-1.68%
6M
0.04%
1Y
5.98%
3Y*
7.45%
5Y*
3.91%
10Y*
5.22%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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MWHYX vs. VWEAX - Expense Ratio Comparison

MWHYX has a 0.85% expense ratio, which is higher than VWEAX's 0.13% expense ratio.


Return for Risk

MWHYX vs. VWEAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

MWHYX
MWHYX Risk / Return Rank: 7474
Overall Rank
MWHYX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
MWHYX Sortino Ratio Rank: 7878
Sortino Ratio Rank
MWHYX Omega Ratio Rank: 7575
Omega Ratio Rank
MWHYX Calmar Ratio Rank: 7272
Calmar Ratio Rank
MWHYX Martin Ratio Rank: 7272
Martin Ratio Rank

VWEAX
VWEAX Risk / Return Rank: 9292
Overall Rank
VWEAX Sharpe Ratio Rank: 9191
Sharpe Ratio Rank
VWEAX Sortino Ratio Rank: 9393
Sortino Ratio Rank
VWEAX Omega Ratio Rank: 9494
Omega Ratio Rank
VWEAX Calmar Ratio Rank: 9090
Calmar Ratio Rank
VWEAX Martin Ratio Rank: 9191
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MWHYX vs. VWEAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Metropolitan West High Yield Bond Fund (MWHYX) and Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX). 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.


MWHYXVWEAXDifference

Sharpe ratio

Return per unit of total volatility

1.30

1.92

-0.62

Sortino ratio

Return per unit of downside risk

1.97

2.89

-0.92

Omega ratio

Gain probability vs. loss probability

1.29

1.47

-0.18

Calmar ratio

Return relative to maximum drawdown

1.66

2.52

-0.86

Martin ratio

Return relative to average drawdown

6.86

10.45

-3.59

MWHYX vs. VWEAX - Sharpe Ratio Comparison

The current MWHYX Sharpe Ratio is 1.30, which is lower than the VWEAX Sharpe Ratio of 1.92. The chart below compares the historical Sharpe Ratios of MWHYX and VWEAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


MWHYXVWEAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.30

1.92

-0.62

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.49

0.81

-0.32

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.03

1.00

+0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

1.39

1.22

+0.17

Correlation

The correlation between MWHYX and VWEAX is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

MWHYX vs. VWEAX - Dividend Comparison

MWHYX's dividend yield for the trailing twelve months is around 5.60%, less than VWEAX's 5.91% yield.


TTM20252024202320222021202020192018201720162015
MWHYX
Metropolitan West High Yield Bond Fund
5.60%6.04%6.59%6.20%3.94%2.90%3.54%4.11%4.60%3.42%4.17%4.37%
VWEAX
Vanguard High-Yield Corporate Fund Admiral Shares
5.91%6.25%6.20%5.79%5.21%3.49%4.71%5.33%6.07%5.39%5.51%6.53%

Drawdowns

MWHYX vs. VWEAX - Drawdown Comparison

The maximum MWHYX drawdown since its inception was -28.94%, roughly equal to the maximum VWEAX drawdown of -30.05%. Use the drawdown chart below to compare losses from any high point for MWHYX and VWEAX.


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Drawdown Indicators


MWHYXVWEAXDifference

Max Drawdown

Largest peak-to-trough decline

-28.94%

-30.05%

+1.11%

Max Drawdown (1Y)

Largest decline over 1 year

-2.49%

-2.52%

+0.03%

Max Drawdown (5Y)

Largest decline over 5 years

-15.95%

-13.77%

-2.18%

Max Drawdown (10Y)

Largest decline over 10 years

-15.95%

-19.68%

+3.73%

Current Drawdown

Current decline from peak

-1.90%

-2.34%

+0.44%

Average Drawdown

Average peak-to-trough decline

-2.41%

-2.13%

-0.28%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.60%

0.61%

-0.01%

Volatility

MWHYX vs. VWEAX - Volatility Comparison

The current volatility for Metropolitan West High Yield Bond Fund (MWHYX) is 1.01%, while Vanguard High-Yield Corporate Fund Admiral Shares (VWEAX) has a volatility of 1.23%. This indicates that MWHYX experiences smaller price fluctuations and is considered to be less risky than VWEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


MWHYXVWEAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.01%

1.23%

-0.22%

Volatility (6M)

Calculated over the trailing 6-month period

2.08%

2.25%

-0.17%

Volatility (1Y)

Calculated over the trailing 1-year period

3.20%

3.43%

-0.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.53%

4.86%

-0.33%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.45%

5.27%

-0.82%