Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DDCPX (DoubleLine Shiller Enhanced CAPE Class R6) | -1.32% | 3.62% | 11.85% | 5.37% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/01/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DDCPX (DoubleLine Shiller Enhanced CAPE Class R6) | 08/01/2019 | 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 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 3.62 | 11.85 | 5.37 | NA | NA | NA | … | … | -1.32 | 9.56 | 12.88 | 27.19 | -23.25 | 25.04 | 16.27 | 8.03 |
| Sharpe Ratio | NA | 0.17 | 0.72 | 0.18 | NA | NA | NA | … | … | -0.41 | 0.44 | 0.77 | 1.58 | -0.98 | 2.04 | 0.42 | 1.42 |
| Standard Deviation(%) | NA | 11.17 | 13.35 | 16.68 | NA | NA | NA | … | … | 12.56 | 15.39 | 11.95 | 15.06 | 25.34 | 12.26 | 38.05 | 13.45 |
| Draw Down(%) | NA | 10.79 | 14.54 | 29.01 | NA | NA | NA | … | … | 10.79 | 13.85 | 6.75 | 11.06 | 28.89 | 6.25 | 40.65 | 4.29 |
| Yield(%) | 0.00 | 4.59 | 5.72 | 8.88 | 6.65 | 4.44 | 3.33 | … | … | 1.57 | 5.22 | 5.32 | 5.60 | 10.93 | 27.98 | 2.02 | 3.65 |
Data as of 06/04/2026, Common starting date is 08/01/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDCPX (DoubleLine Shiller Enhanced CAPE Class R6) |
2.31%
Apr 2021 – Apr 2024 |
5.51%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DDCPX (DoubleLine Shiller Enhanced CAPE Class R6) |
18.78%
Mar 2020 – Mar 2023 |
17.61%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart