MWIMX Performance — TCW MetWest Intermediate Bond Fund, Class M
Data updated: 2025-06-13
MWIMX returned +5.17% over one year to Mar 2025. Annualised returns are +1.49% over 3 years and +0.85% over 5 years. Against its Intermediate Core Bond category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $105, against $103 for the category, and to $105 over one year, against $105. Volatility over the past three years was 5.72% a year. In the 12 months to Mar 2025 the fund lost a net $329.3M, and assets reached $645.79M.
MWIMX Growth of $100
What $100 invested in TCW MetWest Intermediate Bond Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Intermediate Core Bond category average over the same months.
| Period | MWIMX | Category average |
|---|---|---|
| 1 year (Apr 2024 – Mar 2025) | $105 | $105 |
| 3 years (Apr 2022 – Mar 2025) | $105 | $103 |
| 5 years (Apr 2020 – Mar 2025) | $104 | $104 |
| Since data start (Jul 2019 – Mar 2025) | $107 | $106 |
MWIMX Trailing Returns
Total returns to Mar 2025, from SEC N-PORT.
| Period | Total return |
|---|---|
| 1 year | +5.17% |
| 3 years (annualised) | +1.49% |
| 5 years (annualised) | +0.85% |
MWIMX Annual Returns
Calendar-year total returns of TCW MetWest Intermediate Bond Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2025 (Jan–Mar) | +2.53% |
| 2024 | +2.10% |
| 2023 | +5.30% |
| 2022 | −9.57% |
| 2021 | −1.39% |
| 2020 | +7.49% |
| 2019 (Jul–Dec) | +1.47% |
MWIMX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | +0.5% | +1.7% | +0.3% | — | — | — | — | — | — | — | — | — |
| 2024 | +0.2% | −1.3% | +0.6% | −1.8% | +1.3% | +0.9% | +2.1% | +1.3% | +1.1% | −2.0% | +0.6% | −0.9% |
| 2023 | +2.4% | −2.1% | +2.7% | +0.5% | −0.9% | −0.9% | +0.4% | −0.2% | −1.5% | −0.8% | +3.1% | +2.7% |
| 2022 | −1.4% | −0.9% | −2.5% | −2.2% | +0.5% | −1.4% | +1.9% | −2.1% | −3.3% | −0.7% | +2.5% | −0.2% |
| 2021 | −0.1% | −0.7% | −0.7% | +0.5% | +0.3% | 0.0% | +0.6% | −0.2% | −0.4% | −0.6% | 0.0% | −0.1% |
| 2020 | +1.4% | +1.2% | −1.3% | +1.8% | +1.0% | +1.0% | +0.9% | +0.2% | 0.0% | −0.2% | +0.7% | +0.5% |
| 2019 | — | — | — | — | — | — | −0.1% | +1.7% | −0.3% | +0.3% | −0.2% | +0.1% |
MWIMX Risk
Risk measures from monthly returns over Apr 2022 – Mar 2025.
- 3-year volatility (annualised): 5.72%
- 3-year Sharpe ratio: -0.53 (vs 4.5% risk-free rate)
- Best month: +3.13% (Nov 2023)
- Worst month: −3.31% (Sep 2022)
MWIMX Fund Flows
Monthly money in and out of TCW MetWest Intermediate Bond Fund, from SEC Form N-PORT.
- 12-month net flow: −$329.3M
- 12-month gross sales (incl. reinvestments): $171.9M
- Sales ÷ redemptions: 0.34×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Mar 2025 | $11.7M | $22.4M | −$10.7M |
| Feb 2025 | $11.1M | $61.3M | −$50.3M |
| Jan 2025 | $11.0M | $30.5M | −$19.5M |
| Dec 2024 | $17.7M | $26.5M | −$8.8M |
| Nov 2024 | $17.1M | $16.6M | $468K |
| Oct 2024 | $15.5M | $168.8M | −$153.3M |
| Sep 2024 | $18.9M | $12.6M | $6.2M |
| Aug 2024 | $14.4M | $68.0M | −$53.6M |
| Jul 2024 | $15.1M | $29.8M | −$14.8M |
| Jun 2024 | $9.6M | $17.8M | −$8.2M |
| May 2024 | $13.5M | $15.6M | −$2.1M |
| Apr 2024 | $16.2M | $31.1M | −$14.9M |
MWIMX Assets Under Management
Net assets of TCW MetWest Intermediate Bond Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2025-03-31 | $645.79M |
| 2024-12-31 | $716.22M |
| 2024-09-30 | $904.22M |
| 2024-06-28 | $934.64M |
| 2024-03-28 | $966.36M |
| 2023-12-29 | $982.81M |
| 2023-09-29 | $975.97M |
| 2023-06-30 | $920.34M |
| 2023-03-31 | $895.56M |
| 2022-12-30 | $820.33M |
| 2022-09-30 | $831.58M |
| 2022-06-30 | $867.80M |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.