Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DMLAX (DOUBLELINE MULTI-ASSET GROWTH FUND CLASS A) NA 7.50% -0.54% 0.89% 2.37% NA NA
Data as of 11/03/2023, Common starting date is 12/20/2010
More Performance Analytics Comparison
Name Start Date End Date
DMLAX (DOUBLELINE MULTI-ASSET GROWTH FUND CLASS A) 12/20/2010 11/03/2023
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010
Annualized Return (%) 0.06 7.50 -0.54 0.89 2.37 NA NA 3.75 -19.32 11.05 2.23 15.70 -8.84 12.42 9.67 -3.16 2.46 4.94 4.00 1.56 0.20
Sharpe Ratio NA 0.31 -0.19 -0.03 0.14 NA NA 0.01 -1.25 1.29 0.11 2.02 -1.01 2.83 1.28 -0.36 0.32 0.87 0.91 0.57 8.73
Standard Deviation(%) NA 10.60 11.83 12.79 10.53 NA NA 8.60 16.67 8.54 18.13 7.07 10.01 4.19 7.41 8.74 7.70 5.61 4.38 2.68 0.73
Draw Down(%) NA 7.16 24.93 26.05 26.05 NA NA 7.16 24.43 4.51 26.05 4.08 15.13 1.35 5.88 9.51 8.50 4.76 2.88 1.20 0.00
Yield(%) 0.00 7.58 4.11 3.56 4.53 3.50 2.62 5.99 2.91 2.83 2.73 2.47 3.15 10.81 2.87 5.63 8.34 1.87 3.44 2.56 0.00
Data as of 11/03/2023, Common starting date is 12/20/2010
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DMLAX (DOUBLELINE MULTI-ASSET GROWTH FUND CLASS A) -3.49%
Sep 2019 – Sep 2022
-1.51%
Sep 2017 – Sep 2022
1.50%
Sep 2012 – Sep 2022
0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
DMLAX (DOUBLELINE MULTI-ASSET GROWTH FUND CLASS A) 9.52%
Dec 2018 – Dec 2021
7.19%
May 2016 – May 2021
4.80%
Dec 2011 – Dec 2021
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return