Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DBLTX (DOUBLELINE TOTAL RETURN BOND FUND CLASS I) | 4.01% | 5.43% | 2.28% | -0.01% | 1.56% | 2.83% | NA | 3.32% |
Data as of 07/25/2025, AR inception is 04/07/2010
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DBLTX (DOUBLELINE TOTAL RETURN BOND FUND CLASS I) | 04/07/2010 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 5.43 | 2.28 | -0.01 | 1.56 | 2.83 | NA | 3.32 | 4.01 | 3.08 | 5.34 | -12.57 | 0.25 | 4.13 | 5.81 | 1.76 | 2.76 | 1.87 | 2.32 | 6.03 | 0.67 | 9.17 | 8.07 | 9.08 |
| Sharpe Ratio | NA | 0.45 | -0.17 | -0.39 | 0.03 | NA | NA | 0.59 | 0.85 | -0.10 | 0.23 | -2.22 | 0.09 | 0.92 | 1.73 | 0.18 | 0.88 | 0.76 | 0.82 | 2.37 | 0.22 | 6.04 | 2.64 | 2.92 |
| Standard Deviation(%) | NA | 5.04 | 6.38 | 5.45 | 4.35 | NA | NA | 3.91 | 4.94 | 5.48 | 7.52 | 6.32 | 2.59 | 4.20 | 2.50 | 2.12 | 2.39 | 2.17 | 2.81 | 2.54 | 2.85 | 1.52 | 3.04 | 4.22 |
| Draw Down(%) | NA | 4.55 | 9.71 | 16.49 | 16.49 | NA | NA | 16.49 | 2.58 | 3.87 | 7.82 | 15.14 | 1.92 | 7.61 | 1.48 | 1.50 | 1.02 | 3.06 | 1.49 | 0.73 | 3.97 | 0.45 | 1.62 | 2.67 |
| Yield(%) | 0.00 | 4.98 | 4.28 | 3.48 | 3.48 | 4.07 | 3.27 | 4.37 | 2.48 | 4.95 | 4.37 | 3.25 | 3.04 | 3.41 | 3.72 | 3.67 | 3.65 | 3.36 | 4.03 | 4.84 | 4.91 | 6.23 | 6.96 | 0.00 |
Data as of 07/25/2025, AR inception is 04/07/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBLTX (DOUBLELINE TOTAL RETURN BOND FUND CLASS I) |
-4.96%
Oct 2020 - Oct 2023 |
-0.88%
Oct 2018 - Oct 2023 |
0.78%
Oct 2013 - Oct 2023 |
2.92%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DBLTX (DOUBLELINE TOTAL RETURN BOND FUND CLASS I) |
7.59%
May 2010 - May 2013 |
5.94%
May 2010 - May 2015 |
4.36%
May 2010 - May 2020 |
2.95%
Jun 2010 - Jun 2025 |
Annualized Rolling Returns Comparison Chart