MWTIX vs. FTBFX

In the year-to-date period, MWTIX achieves a 1.95% return, which is significantly higher than FTBFX's 1.61% return. Over the past 10 years, MWTIX has underperformed FTBFX with an annualized return of 1.53%, while FTBFX has yielded a comparatively higher 2.02% annualized return.

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Both MWTIX and FTBFX have an expense ratio of 0.45%.

This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund Class I (MWTIX) and Fidelity Total Bond Fund (FTBFX). 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 FTBFX Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of MWTIX and FTBFX, 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%, less than FTBFX's 4.14% yield.

The maximum MWTIX drawdown since its inception was -19.85%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for MWTIX and FTBFX. For additional features, visit the drawdowns tool.