MWTIX vs. STRGX
Compare and contrast key facts about Metropolitan West Total Return Bond Fund Class I (MWTIX) and Sterling Capital Stratton Mid Cap Value Fund (STRGX).
MWTIX is managed by Metropolitan West Funds. STRGX is managed by Sterling Capital. It was launched on Sep 29, 1972.
Performance
MWTIX vs. STRGX - Performance Comparison
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MWTIX vs. STRGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWTIX Metropolitan West Total Return Bond Fund Class I | -0.48% | 7.51% | 0.77% | 6.02% | -15.49% | -1.32% | 9.00% | 9.10% | 0.36% | 3.43% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 2.89% | 5.40% | 9.49% | 14.39% | -10.92% | 23.49% | 3.74% | 32.73% | -14.28% | 21.75% |
Returns By Period
In the year-to-date period, MWTIX achieves a -0.48% return, which is significantly lower than STRGX's 2.89% return. Over the past 10 years, MWTIX has underperformed STRGX with an annualized return of 1.64%, while STRGX has yielded a comparatively higher 9.22% annualized return.
MWTIX
- 1D
- 0.55%
- 1M
- -2.47%
- YTD
- -0.48%
- 6M
- 0.53%
- 1Y
- 3.79%
- 3Y*
- 3.48%
- 5Y*
- -0.32%
- 10Y*
- 1.64%
STRGX
- 1D
- -1.01%
- 1M
- -6.72%
- YTD
- 2.89%
- 6M
- -0.22%
- 1Y
- 11.98%
- 3Y*
- 10.23%
- 5Y*
- 5.86%
- 10Y*
- 9.22%
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MWTIX vs. STRGX - Expense Ratio Comparison
MWTIX has a 0.45% expense ratio, which is lower than STRGX's 0.84% expense ratio.
Return for Risk
MWTIX vs. STRGX — Risk / Return Rank
MWTIX
STRGX
MWTIX vs. STRGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund Class I (MWTIX) and Sterling Capital Stratton Mid Cap Value Fund (STRGX). 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.
| MWTIX | STRGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.86 | 0.68 | +0.18 |
Sortino ratioReturn per unit of downside risk | 1.24 | 1.07 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.15 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 0.87 | +0.70 |
Martin ratioReturn relative to average drawdown | 4.16 | 3.43 | +0.74 |
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
| MWTIX | STRGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.86 | 0.68 | +0.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.05 | 0.34 | -0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.49 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.55 | +0.37 |
Correlation
The correlation between MWTIX and STRGX is -0.10. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
MWTIX vs. STRGX - Dividend Comparison
MWTIX's dividend yield for the trailing twelve months is around 3.64%, less than STRGX's 9.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWTIX Metropolitan West Total Return Bond Fund Class I | 3.64% | 3.89% | 4.38% | 4.11% | 2.08% | 1.12% | 6.48% | 3.61% | 2.91% | 2.14% | 3.35% | 2.94% |
STRGX Sterling Capital Stratton Mid Cap Value Fund | 9.76% | 10.04% | 15.16% | 12.43% | 17.98% | 8.18% | 0.84% | 5.40% | 9.91% | 3.79% | 0.60% | 3.68% |
Drawdowns
MWTIX vs. STRGX - Drawdown Comparison
The maximum MWTIX drawdown since its inception was -20.58%, smaller than the maximum STRGX drawdown of -53.50%. Use the drawdown chart below to compare losses from any high point for MWTIX and STRGX.
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Drawdown Indicators
| MWTIX | STRGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.58% | -53.50% | +32.92% |
Max Drawdown (1Y)Largest decline over 1 year | -3.05% | -12.42% | +9.37% |
Max Drawdown (5Y)Largest decline over 5 years | -20.51% | -21.22% | +0.71% |
Max Drawdown (10Y)Largest decline over 10 years | -20.58% | -41.35% | +20.77% |
Current DrawdownCurrent decline from peak | -4.67% | -7.40% | +2.73% |
Average DrawdownAverage peak-to-trough decline | -2.76% | -8.06% | +5.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.15% | 3.14% | -1.99% |
Volatility
MWTIX vs. STRGX - Volatility Comparison
The current volatility for Metropolitan West Total Return Bond Fund Class I (MWTIX) is 1.80%, while Sterling Capital Stratton Mid Cap Value Fund (STRGX) has a volatility of 5.22%. This indicates that MWTIX experiences smaller price fluctuations and is considered to be less risky than STRGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWTIX | STRGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.80% | 5.22% | -3.42% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 10.54% | -7.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 18.17% | -13.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.61% | 17.38% | -10.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.30% | 19.07% | -13.77% |