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DBLTX: DoubleLine Total Return Bond I (MUTUAL FUND)
Basic Info 10.77 0.01(0.09%) September 23
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (38%) |
| Start Date: | 04/07/2010 |
| Last Dividend Date: | 08/31/2020 |
| 12-Mo. Yield | 3.38% |
| Expenses | 0.48% |
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Performance Analytics (As of 09/21/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 3.7 | 3.4 | 3.8 | 3.1 | 4.0 | 4.9 | 5.8 | 1.8 | 2.8 | 1.9 | 2.3 | 6.0 | 0.7 | 9.2 | 8.1 | 9.1 |
| SR | NA | 1.06 | 0.84 | 0.91 | 0.86 | 1.35 | 1.59 | 1.76 | 0.2 | 0.89 | 0.76 | 0.82 | 2.37 | 0.23 | 6.04 | 2.64 | 2.92 |
| DD(%) | NA | 7.6 | 7.6 | 7.6 | 7.6 | 7.6 | 7.6 | 1.5 | 1.5 | 1.0 | 3.1 | 1.5 | 0.7 | 4.0 | 0.4 | 1.6 | 2.7 |
| SD(%) | NA | 4.4 | 3.9 | 2.9 | 2.7 | 2.7 | 2.8 | 2.5 | 2.1 | 2.4 | 2.2 | 2.8 | 2.5 | 2.8 | 1.5 | 3.0 | 4.2 |
| TR | NA | 0.08 | 0.06 | 0.04 | 0.04 | 0.07 | 0.09 | 0.07 | 0.01 | 0.03 | 0.04 | 0.04 | 0.1 | 0.01 | 0.33 | 0.19 | 0.42 |
| Alpha(%) | NA | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.02 | 0.04 |
| Beta(%) | NA | 0.56 | 0.57 | 0.6 | 0.58 | 0.52 | 0.51 | 0.67 | 0.62 | 0.68 | 0.47 | 0.61 | 0.59 | 0.63 | 0.28 | 0.42 | 0.3 |
| RS | NA | 0.59 | 0.61 | 0.64 | 0.63 | 0.55 | 0.51 | 0.77 | 0.61 | 0.63 | 0.62 | 0.83 | 0.48 | 0.69 | 0.33 | 0.45 | 0.15 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/07/2010
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
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* Day change on 09/23/2020.Latest Articles Related to DBLTX
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