Metropolitan West Financial Statements From 2010 to 2024

MWCPX Fund  USD 10.37  0.02  0.19%   
Metropolitan West financial statements provide useful quarterly and yearly information to potential Metropolitan West Unconstrained investors about the company's current and past financial position, as well as its overall management performance and changes in financial position over time. Historical trend examination of various income statement and balance sheet accounts found on Metropolitan West financial statements helps investors assess Metropolitan West's valuation, profitability, and current liquidity needs. Key fundamental drivers impacting Metropolitan West's valuation are summarized below:
Metropolitan West Unconstrained does not presently have any fundamental ratios for analysis.
Check Metropolitan West financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Metropolitan West's main balance sheet or income statement drivers, such as , as well as many indicators such as . Metropolitan financial statements analysis is a perfect complement when working with Metropolitan West Valuation or Volatility modules.
  
This module can also supplement various Metropolitan West Technical models . Check out the analysis of Metropolitan West Correlation against competitors.

Metropolitan West Unconstrained Mutual Fund Year To Date Return Analysis

Metropolitan West's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.

YTD Return

 = 

(Mean of Monthly Returns - 1)

X

100%

More About Year To Date Return | All Equity Analysis

Current Metropolitan West Year To Date Return

    
  5.90 %  
Most of Metropolitan West's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Metropolitan West Unconstrained is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
Competition

Based on the company's disclosures, Metropolitan West Unconstrained has a Year To Date Return of 5.9008%. This is much higher than that of the Metropolitan West Funds family and significantly higher than that of the Nontraditional Bond category. The year to date return for all United States funds is notably lower than that of the firm.

Metropolitan West Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Metropolitan West's current stock value. Our valuation model uses many indicators to compare Metropolitan West value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Metropolitan West competition to find correlations between indicators driving Metropolitan West's intrinsic value. More Info.
Metropolitan West Unconstrained is number one fund in annual yield among similar funds. It also is number one fund in year to date return among similar funds creating about  86.65  of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Metropolitan West's earnings, one of the primary drivers of an investment's value.

About Metropolitan West Financial Statements

Metropolitan West investors use historical fundamental indicators, such as Metropolitan West's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Metropolitan West. Please read more on our technical analysis and fundamental analysis pages.
The investment seeks positive long-term returns irrespective of general securities market conditions. Metropolitan West is traded on NASDAQ Exchange in the United States.

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Other Information on Investing in Metropolitan Mutual Fund

Metropolitan West financial ratios help investors to determine whether Metropolitan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Metropolitan with respect to the benefits of owning Metropolitan West security.
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