Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CAPE (DoubleLine Shiller CAPE U.S. Equities ETF) | -0.62% | 4.21% | 12.60% | NA | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 04/05/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CAPE (DoubleLine Shiller CAPE U.S. Equities ETF) | 04/05/2022 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.99 | 4.21 | 12.60 | NA | NA | NA | NA | … | … | -0.62 | 9.41 | 14.41 | 27.66 | -15.55 |
| Sharpe Ratio | NA | 0.22 | 0.79 | NA | NA | NA | NA | … | … | -0.26 | 0.44 | 0.89 | 1.60 | -0.84 |
| Standard Deviation(%) | NA | 10.83 | 13.26 | NA | NA | NA | NA | … | … | 12.28 | 15.21 | 12.14 | 15.10 | 26.58 |
| Draw Down(%) | NA | 9.70 | 14.34 | NA | NA | NA | NA | … | … | 9.70 | 13.56 | 6.37 | 10.40 | 22.07 |
| Yield(%) | 0.00 | 1.19 | 1.48 | 1.00 | 0.50 | 0.33 | 0.25 | … | … | 0.00 | 1.51 | 1.39 | 1.27 | 0.67 |
Data as of 06/04/2026, Common starting date is 04/05/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPE (DoubleLine Shiller CAPE U.S. Equities ETF) |
11.67%
May 2022 – May 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CAPE (DoubleLine Shiller CAPE U.S. Equities ETF) |
19.03%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart