Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DBFRX (DOUBLELINE FLOATING RATE FUND CLASS I) | 1.33% | 7.67% | 7.69% | 5.32% | 4.48% | NA | NA | … | … |
Data as of 05/01/2026, Common starting date is 02/04/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBFRX (DOUBLELINE FLOATING RATE FUND CLASS I) | 02/04/2013 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.27 | 7.67 | 7.69 | 5.32 | 4.48 | NA | NA | … | … | 1.33 | 6.75 | 8.09 | 10.78 | -2.25 | 4.29 | 2.74 | 6.73 | 0.06 | 3.71 | 4.97 | 1.60 | 1.57 | 3.19 |
| Sharpe Ratio | NA | 2.74 | 2.71 | 1.42 | 0.84 | NA | NA | … | … | 0.00 | 1.98 | 4.46 | 4.34 | -1.24 | 4.37 | 0.27 | 3.06 | -1.13 | 3.68 | 3.82 | 1.42 | 1.20 | 4.08 |
| Standard Deviation(%) | NA | 1.62 | 1.56 | 1.94 | 3.33 | NA | NA | … | … | 2.19 | 1.96 | 1.00 | 1.65 | 2.97 | 0.98 | 9.22 | 1.72 | 1.17 | 0.83 | 1.24 | 1.11 | 1.29 | 0.85 |
| Draw Down(%) | NA | 0.80 | 2.34 | 6.00 | 18.59 | NA | NA | … | … | 0.80 | 2.34 | 0.55 | 1.28 | 6.00 | 0.44 | 18.59 | 0.57 | 3.40 | 0.30 | 1.46 | 2.21 | 1.42 | 0.68 |
| Yield(%) | 0.00 | 6.30 | 7.47 | 6.11 | 5.03 | 3.95 | 2.96 | … | … | 1.97 | 6.95 | 8.01 | 8.55 | 4.78 | 3.26 | 3.98 | 5.36 | 4.67 | 3.74 | 3.24 | 3.73 | 3.32 | 1.57 |
Data as of 05/01/2026, Common starting date is 02/04/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBFRX (DOUBLELINE FLOATING RATE FUND CLASS I) |
-0.63%
Mar 2017 – Mar 2020 |
0.54%
Mar 2015 – Mar 2020 |
2.84%
May 2013 – May 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBFRX (DOUBLELINE FLOATING RATE FUND CLASS I) |
8.90%
Sep 2022 – Sep 2025 |
7.13%
Mar 2020 – Mar 2025 |
4.62%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart