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TCW MetWest Floating Rate Inc I (MWFLX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
47.44+37.96 (+400.42%)
At close: 07:06PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.79%
5-Year Average Return5.02%
Number of Years Up9
Number of Years Down1
Best 1 Yr Total Return (Nov 4, 2024)12.11%
Worst 1 Yr Total Return (Nov 4, 2024)N/A
Best 3-Yr Total Return12.11%
Worst 3-Yr Total Return1.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMWFLXCategory
YTD7.62%2.87%
1-Month0.72%0.37%
3-Month1.72%1.35%
1-Year10.50%10.15%
3-Year5.67%3.23%
5-Year5.00%3.90%
10-Year4.20%3.49%
Last Bull Market5.43%7.61%
Last Bear Market-4.61%-3.97%

Annual Total Return (%) History

Year
MWFLXCategory
2024
N/AN/A
2023
12.11%N/A
2022
-2.54%N/A
2021
3.52%N/A
2020
3.29%1.16%
2019
7.50%7.45%
2018
0.49%-0.26%
2017
3.60%3.48%
2016
6.15%9.25%
2015
1.56%-1.25%
2014
2.21%0.57%
2013
N/A5.68%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.68%2.22%1.79%N/A
20233.17%2.72%2.92%2.78%
2022-0.71%-4.61%1.02%1.87%
20211.16%0.98%0.91%0.43%
2020-8.76%7.04%2.98%2.70%
20193.43%1.63%0.98%1.27%
20180.88%0.56%1.59%-2.49%
20170.77%0.70%0.94%1.15%
20160.63%1.82%2.11%1.46%
20151.67%0.68%-0.39%-0.39%
20141.25%1.03%0.03%-0.11%
20131.83%2.12%N/AN/A

Rank In Category (By Total Return)

YTD14
1-Month63
3-Month86
1-Year40
3-Year46
5-Year42

Load Adjusted Returns

1-Year10.50%
3-Year5.67%
5-Year5.00%
10-Year4.20%