MWUSX vs. MWCIX
Compare and contrast key facts about Metropolitan West Ultra Short Bond Fund (MWUSX) and Metropolitan West Unconstrained Bond Fund (MWCIX).
MWUSX is managed by Metropolitan West Funds. It was launched on Jun 30, 2003. MWCIX is managed by Metropolitan West Funds. It was launched on Sep 29, 2011.
Performance
MWUSX vs. MWCIX - Performance Comparison
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MWUSX vs. MWCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWUSX Metropolitan West Ultra Short Bond Fund | 0.23% | 5.15% | 4.44% | 4.09% | -2.78% | -0.30% | 1.18% | 2.95% | 2.36% | 0.83% |
MWCIX Metropolitan West Unconstrained Bond Fund | -0.29% | 7.50% | 5.40% | 6.07% | -9.39% | 0.65% | 4.54% | 6.49% | 1.11% | 3.98% |
Returns By Period
In the year-to-date period, MWUSX achieves a 0.23% return, which is significantly higher than MWCIX's -0.29% return. Over the past 10 years, MWUSX has underperformed MWCIX with an annualized return of 1.87%, while MWCIX has yielded a comparatively higher 2.79% annualized return.
MWUSX
- 1D
- 0.24%
- 1M
- -0.48%
- YTD
- 0.23%
- 6M
- 1.34%
- 1Y
- 3.84%
- 3Y*
- 4.09%
- 5Y*
- 2.21%
- 10Y*
- 1.87%
MWCIX
- 1D
- 0.19%
- 1M
- -1.43%
- YTD
- -0.29%
- 6M
- 1.08%
- 1Y
- 4.75%
- 3Y*
- 5.25%
- 5Y*
- 1.87%
- 10Y*
- 2.79%
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MWUSX vs. MWCIX - Expense Ratio Comparison
MWUSX has a 0.50% expense ratio, which is lower than MWCIX's 0.76% expense ratio.
Return for Risk
MWUSX vs. MWCIX — Risk / Return Rank
MWUSX
MWCIX
MWUSX vs. MWCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Metropolitan West Ultra Short Bond Fund (MWUSX) and Metropolitan West Unconstrained Bond Fund (MWCIX). 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.
| MWUSX | MWCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 2.01 | -0.01 |
Sortino ratioReturn per unit of downside risk | 3.53 | 3.26 | +0.27 |
Omega ratioGain probability vs. loss probability | 1.72 | 1.44 | +0.28 |
Calmar ratioReturn relative to maximum drawdown | 5.87 | 3.17 | +2.70 |
Martin ratioReturn relative to average drawdown | 22.19 | 11.31 | +10.88 |
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
| MWUSX | MWCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 2.01 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.52 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 0.89 | +0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.81 | 1.45 | -0.64 |
Correlation
The correlation between MWUSX and MWCIX is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
MWUSX vs. MWCIX - Dividend Comparison
MWUSX's dividend yield for the trailing twelve months is around 3.28%, less than MWCIX's 4.76% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MWUSX Metropolitan West Ultra Short Bond Fund | 3.28% | 3.80% | 3.59% | 3.25% | 1.28% | 0.41% | 0.93% | 2.67% | 2.56% | 1.06% | 1.18% | 0.65% |
MWCIX Metropolitan West Unconstrained Bond Fund | 4.76% | 5.26% | 5.93% | 4.87% | 3.50% | 3.39% | 3.46% | 3.89% | 3.77% | 2.81% | 3.22% | 2.15% |
Drawdowns
MWUSX vs. MWCIX - Drawdown Comparison
The maximum MWUSX drawdown since its inception was -25.25%, which is greater than MWCIX's maximum drawdown of -13.00%. Use the drawdown chart below to compare losses from any high point for MWUSX and MWCIX.
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Drawdown Indicators
| MWUSX | MWCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -25.25% | -13.00% | -12.25% |
Max Drawdown (1Y)Largest decline over 1 year | -0.72% | -1.73% | +1.01% |
Max Drawdown (5Y)Largest decline over 5 years | -5.06% | -13.00% | +7.94% |
Max Drawdown (10Y)Largest decline over 10 years | -5.06% | -13.00% | +7.94% |
Current DrawdownCurrent decline from peak | -0.48% | -1.43% | +0.95% |
Average DrawdownAverage peak-to-trough decline | -1.77% | -1.51% | -0.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.19% | 0.49% | -0.30% |
Volatility
MWUSX vs. MWCIX - Volatility Comparison
The current volatility for Metropolitan West Ultra Short Bond Fund (MWUSX) is 0.77%, while Metropolitan West Unconstrained Bond Fund (MWCIX) has a volatility of 0.88%. This indicates that MWUSX experiences smaller price fluctuations and is considered to be less risky than MWCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| MWUSX | MWCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 0.88% | -0.11% |
Volatility (6M)Calculated over the trailing 6-month period | 1.51% | 1.65% | -0.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.11% | 2.64% | -0.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.44% | 3.59% | -1.15% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.89% | 3.13% | -1.24% |