Metropolitan West AlphaTrak 500 Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | 0 | 0 | 0 | 0 | 0 | 0 | -0.8 | -16.09 | 8.69 | 8.7 | 6.99 | 5.65 | 0 |
| 1999 | 4.64 | -3.9 | 5.26 | 3.72 | -1.98 | 5.35 | -2.94 | -0.61 | -2.62 | 6.6 | 1.89 | -1.42 | 14 |
| 2000 | -5.19 | -1.28 | 10.08 | -3.55 | -2.55 | 2.98 | -3.42 | 6.44 | -4.86 | -2.78 | -8.2 | -4.71 | -17 |
| 2001 | 4.95 | -9.43 | -6.2 | 6.49 | 1 | -1.98 | -2.46 | -6.08 | -8.07 | 0.53 | 7.28 | 0.12 | -14.5 |
| 2002 | -1.11 | -1.37 | 3.54 | -7.32 | -0.92 | -11.42 | -13.34 | 2.25 | -11.68 | 7.66 | 8.19 | -7.24 | -30.5 |
| 2003 | -1.95 | -1.09 | 0.37 | 8.74 | 6.03 | 0.32 | 1.42 | 2.48 | -1.82 | 5.86 | 0.87 | 5.35 | 29.3 |
| 2004 | 2.63 | 1.35 | -1.72 | -1.77 | 1.25 | 1.9 | -3.12 | 0.56 | 1.16 | 1.53 | 4.51 | 3.69 | 12.3 |
| 2005 | -2.68 | 2.23 | -1.98 | -2.1 | 3.36 | 0.21 | 4.06 | -1.01 | 0.75 | -1.4 | 3.49 | -0.12 | 4.6 |
| 2006 | 2.94 | 0.12 | 1.6 | 1.35 | -3.03 | 0.14 | 0.76 | 2.5 | 2.73 | 3.24 | 2.09 | 1.92 | 17.5 |
| 2007 | 1.51 | -1.95 | 1.06 | 5.37 | 2.66 | -1.94 | -3.45 | 1.04 | 3.57 | 0.56 | -4.87 | -1.55 | 1.5 |
| 2008 | -6.73 | -4.49 | -4.42 | 6.11 | 0.84 | -9.54 | -3.72 | 1.29 | -10.95 | -20.32 | -16.55 | -0.54 | -52.7 |
| 2009 | -9.7 | -13.73 | 2.42 | 11.15 | 8.21 | 1.42 | 14.08 | 6.67 | 6.71 | 0.66 | 4.8 | 4.52 | 39.4 |
| 2010 | 0 | 3.8 | 8.47 | 4.47 | -9.32 | -5.56 | 8.18 | -3.08 | 10.12 | 5.25 | 0.5 | 7.2 | 31.9 |
| 2011 | 2.55 | 4.74 | 0.1 | 3.35 | -1.08 | -1.99 | -2.08 | -6.38 | -8.33 | 10.19 | -1 | 1.01 | -0.3 |
| 2012 | 5 | 5.24 | 4.75 | -0.65 | -6.3 | 4.42 | 1.79 | 2.63 | 3.2 | -1.66 | 0.63 | 1.16 | 21.4 |
| 2013 | 5.21 | 1.58 | 4.27 | 2.25 | 2.38 | -1.79 | 5.31 | -2.96 | 3.4 | 4.7 | 2.99 | 2.4 | 33.7 |
| 2014 | -2.37 | 3.88 | 1.09 | 0.77 | 2.3 | 2.1 | -1.33 | 3.89 | -1.44 | 2.34 | 2.71 | -0.31 | 14.3 |
| 2015 | -3.07 | 5.62 | -1.5 | 0.83 | 1.37 | -2.17 | 1.94 | -6.11 | -2.61 | 8.17 | 0.27 | -1.54 | 0.4 |
| 2016 | -5.29 | -0.44 | 7.09 | 0.83 | 1.92 | 0.55 | 3.91 | 0.13 | 2.66 | -1.78 | 3.49 | 6.37 | 20.5 |
| 2017 | 1.89 | 3.94 | 0 | 1.01 | 1.33 | 0.49 | 2.07 | 0.21 | 1.84 | 2.3 | 2.76 | 1.29 | 20.8 |
| 2018 | 5.52 | -3.93 | -2.72 | 0.2 | 2.4 | 0.49 | 3.61 | 3.2 | 0.59 | -6.3 | 1.75 | -8.85 | -4.9 |
| 2019 | 8.14 | 3.32 | 1.51 | 4.01 | -6.18 | 6.59 | 1.25 | -1.42 | 1.35 | 1.95 | 4 | -4.34 | 21 |
| 2020 | 0.17 | -7.59 | -16.13 | 13.61 | 4.76 | 2.45 | 6.18 | 7.3 | -10.44 | -2.53 | 11.26 | 3.63 | 9.3 |
| 2021 | -46.5 | 45.15 | 4.44 | 38.14 | 0.57 | 2.29 | 2.44 | 2.86 | -4.97 | 6.76 | -0.85 | -19.62 | -2.4 |
| 2022 | -5.65 | -3.21 | 2.96 | -9.23 | 0.29 | -9.38 | 9.82 | -4.42 | -11.27 | 7.6 | 6.11 | -8.44 | -24.5 |
| 2023 | 7.16 | -3.14 | 3.13 | 1.72 | 0 | 5.28 | 3.31 | -1.83 | -6.34 | -2.69 | 11.05 | 3.59 | 21.9 |
| 2024 | 1.6 | 4.64 | 2.34 | -1.47 | 4.9 |