MWTIX vs. BAGIX

In the year-to-date period, MWTIX achieves a 1.95% return, which is significantly lower than BAGIX's 2.11% return. Over the past 10 years, MWTIX has underperformed BAGIX with an annualized return of 1.53%, while BAGIX has yielded a comparatively higher 1.79% annualized return.

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MWTIX has a 0.45% expense ratio, which is higher than BAGIX's 0.30% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund Class I (MWTIX) and Baird Aggregate Bond Fund Class I (BAGIX). 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.

The current MWTIX Sharpe Ratio is 0.85, which is comparable to the BAGIX Sharpe Ratio of 1.03. The chart below compares the historical Sharpe Ratios of MWTIX and BAGIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MWTIX's dividend yield for the trailing twelve months is around 4.06%, which matches BAGIX's 4.09% yield.

The maximum MWTIX drawdown since its inception was -19.85%, roughly equal to the maximum BAGIX drawdown of -19.44%. Use the drawdown chart below to compare losses from any high point for MWTIX and BAGIX. For additional features, visit the drawdowns tool.