Metropolitan West Ultra Fund Key Fundamental Indicators
| MWUIX Fund | USD 4.20 0.01 0.24% |
As of the 30th of January, Metropolitan West secures the Risk Adjusted Performance of 0.0888, mean deviation of 0.0543, and Standard Deviation of 0.1093. In connection with fundamental indicators, the technical analysis model lets you check existing technical drivers of Metropolitan West Ultra, as well as the relationship between them.
Metropolitan West's financial statements offer valuable quarterly and annual insights to potential investors, highlighting the company's current and historical financial position, overall management performance, and changes in financial standing over time. Key fundamentals influencing Metropolitan West's valuation are provided below:Metropolitan West Ultra does not presently have any fundamental ratios for analysis. This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools. Metropolitan |
Metropolitan West 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Metropolitan West's mutual fund what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Metropolitan West.
| 11/01/2025 |
| 01/30/2026 |
If you would invest 0.00 in Metropolitan West on November 1, 2025 and sell it all today you would earn a total of 0.00 from holding Metropolitan West Ultra or generate 0.0% return on investment in Metropolitan West over 90 days. Metropolitan West is related to or competes with The Hartford, Aqr Large, Wasatch Large, Ab Global, Gmo Alternative, Alternative Asset, and Touchstone Large. The fund pursues its objective by investing at least 90 percent of its net assets in investment grade fixed income secur... More
Metropolitan West Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Metropolitan West's mutual fund current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Metropolitan West Ultra upside and downside potential and time the market with a certain degree of confidence.
| Information Ratio | (0.36) | |||
| Maximum Drawdown | 0.7235 | |||
| Potential Upside | 0.2404 |
Metropolitan West Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Metropolitan West's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Metropolitan West's standard deviation. In reality, there are many statistical measures that can use Metropolitan West historical prices to predict the future Metropolitan West's volatility.| Risk Adjusted Performance | 0.0888 | |||
| Jensen Alpha | 0.0127 | |||
| Total Risk Alpha | 0.0041 | |||
| Treynor Ratio | (0.73) |
Metropolitan West January 30, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.0888 | |||
| Market Risk Adjusted Performance | (0.72) | |||
| Mean Deviation | 0.0543 | |||
| Coefficient Of Variation | 500.17 | |||
| Standard Deviation | 0.1093 | |||
| Variance | 0.012 | |||
| Information Ratio | (0.36) | |||
| Jensen Alpha | 0.0127 | |||
| Total Risk Alpha | 0.0041 | |||
| Treynor Ratio | (0.73) | |||
| Maximum Drawdown | 0.7235 | |||
| Potential Upside | 0.2404 | |||
| Skewness | 2.42 | |||
| Kurtosis | 9.56 |
Metropolitan West Ultra Backtested Returns
At this stage we consider Metropolitan Mutual Fund to be very steady. Metropolitan West Ultra has Sharpe Ratio of 0.16, which conveys that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-one technical indicators for Metropolitan West, which you can use to evaluate the volatility of the fund. Please verify Metropolitan West's Risk Adjusted Performance of 0.0888, standard deviation of 0.1093, and Mean Deviation of 0.0543 to check out if the risk estimate we provide is consistent with the expected return of 0.016%. The fund secures a Beta (Market Risk) of -0.0163, which conveys not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Metropolitan West are expected to decrease at a much lower rate. During the bear market, Metropolitan West is likely to outperform the market.
Auto-correlation | 0.56 |
Modest predictability
Metropolitan West Ultra has modest predictability. Overlapping area represents the amount of predictability between Metropolitan West time series from 1st of November 2025 to 16th of December 2025 and 16th of December 2025 to 30th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Metropolitan West Ultra price movement. The serial correlation of 0.56 indicates that roughly 56.0% of current Metropolitan West price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.56 | |
| Spearman Rank Test | 0.94 | |
| Residual Average | 0.0 | |
| Price Variance | 0.0 |
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 Ultra has a Year To Date Return of 0.1767%. This is much higher than that of the TCW family and significantly higher than that of the Ultrashort Bond category. The year to date return for all United States funds is notably lower than that of the firm.
Metropolitan West Ultra 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 Ultra 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 4.13 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.Metropolitan Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Metropolitan West's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Metropolitan West could also be used in its relative valuation, which is a method of valuing Metropolitan West by comparing valuation metrics of similar companies.Metropolitan West is currently under evaluation in year to date return among similar funds.
Metropolitan Financial Ratios 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 Ultra 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 4.13 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.Fund Asset Allocation for Metropolitan West
The fund consists of 77.44% investments in fixed income securities, with the rest of funds allocated in stocks, cash and various exotic instruments.Asset allocation divides Metropolitan West's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Metropolitan Fundamentals
| Total Asset | 32.83 M | |||
| Annual Yield | 0.04 % | |||
| Year To Date Return | 0.18 % | |||
| One Year Return | 5.82 % | |||
| Three Year Return | 5.08 % | |||
| Five Year Return | 2.79 % | |||
| Ten Year Return | 2.14 % | |||
| Net Asset | 40.34 M | |||
| Minimum Initial Investment | 3 M | |||
| Cash Position Weight | 21.02 % | |||
| Equity Positions Weight | 0.03 % | |||
| Bond Positions Weight | 77.44 % |
About Metropolitan West Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Metropolitan West Ultra's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Metropolitan West using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Metropolitan West Ultra based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund pursues its objective by investing at least 90 percent of its net assets in investment grade fixed income securities or unrated securities determined by the Adviser to be of comparable quality. It also invests at least 80 percent of its net assets, plus any borrowings for investment purposes in fixed income securities it regards as bonds. The portfolio duration will remain within one year of its benchmark index, and its dollar-weighted average maturity can exceed one year.
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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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