MWTIX vs. VWETX

In the year-to-date period, MWTIX achieves a 1.95% return, which is significantly higher than VWETX's -0.21% return. Over the past 10 years, MWTIX has underperformed VWETX with an annualized return of 1.53%, while VWETX has yielded a comparatively higher 2.11% annualized return.

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MWTIX has a 0.45% expense ratio, which is higher than VWETX's 0.12% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Total Return Bond Fund Class I (MWTIX) and Vanguard Long-Term Investment-Grade Fund Admiral Shares (VWETX). 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 higher than the VWETX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of MWTIX and VWETX, 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 VWETX's 4.76% yield.

The maximum MWTIX drawdown since its inception was -19.85%, smaller than the maximum VWETX drawdown of -35.70%. Use the drawdown chart below to compare losses from any high point for MWTIX and VWETX. For additional features, visit the drawdowns tool.