Metropolitan West AlphaTrak 500 Fund
Quarterly Returns (%)| Years | Q1 | Q2 | Q3 | Q4 | Annual |
|---|---|---|---|---|---|
| 1998 | 0 | -0.4 | -9.54 | 22.87 | 0 |
| 1999 | 5.85 | 7.1 | -6.06 | 7.08 | 14.03 |
| 2000 | 3.03 | -3.21 | -2.19 | -13.16 | -17.04 |
| 2001 | -10.84 | 8.51 | -15.22 | 10.18 | -14.53 |
| 2002 | 0.99 | -17.45 | -18.69 | 8.05 | -30.54 |
| 2003 | -2.66 | 15.66 | 2.05 | 12.5 | 29.26 |
| 2004 | 2.23 | 1.34 | -1.45 | 10.03 | 12.33 |
| 2005 | -2.48 | 1.4 | 3.79 | 1.92 | 4.59 |
| 2006 | 4.72 | -1.59 | 6.09 | 7.81 | 17.45 |
| 2007 | 0.59 | 5.84 | -0.19 | -7.06 | 1.54 |
| 2008 | -14.85 | -3.2 | -13.16 | -33.87 | -52.66 |
| 2009 | -20.22 | 21.98 | 29.86 | 10.26 | 39.35 |
| 2010 | 12.59 | -10.53 | 15.45 | 13.39 | 31.87 |
| 2011 | 7.52 | 0.2 | -15.97 | 10.19 | -0.25 |
| 2012 | 15.75 | -3.42 | 7.57 | -0.1 | 21.43 |
| 2013 | 11.44 | 3 | 5.1 | 10.42 | 33.68 |
| 2014 | 2.53 | 5.25 | 1.03 | 4.79 | 14.25 |
| 2015 | 0.84 | 0 | -6.79 | 6.8 | 0.39 |
| 2016 | 0.97 | 3.33 | 6.81 | 8.13 | 20.51 |
| 2017 | 5.91 | 2.85 | 4.17 | 6.05 | 20.83 |
| 2018 | -1.38 | 5.65 | 7.35 | -13.4 | -4.94 |
| 2019 | 13.42 | 2.86 | 1.16 | 1.42 | 21.04 |
| 2020 | -22.36 | 21.93 | 2.04 | 12.39 | 9.26 |
| 2021 | -18.89 | 42.12 | -23.91 | 11.27 | -2.4 |
| 2022 | -5.98 | -17.51 | -6.86 | 4.54 | -24.49 |
| 2023 | 12.18 | -5.01 | 7.09 | 7.05 | 21.91 |
| 2024 | 8.81 | -1.15 | 0 | 0 | 4.89 |