Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSENX (DOUBLELINE SHILLER ENHANCED CAPE CLASS N) | -1.43% | 3.27% | 11.51% | -2.31% | 7.48% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSENX (DOUBLELINE SHILLER ENHANCED CAPE CLASS N) | 11/01/2013 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.34 | 3.27 | 11.51 | -2.31 | 7.48 | NA | NA | … | … | -1.43 | 9.15 | 12.55 | 26.74 | -31.69 | -2.83 | 16.01 | 33.45 | -4.46 | 21.32 | 19.99 | 2.92 | 19.27 | 3.77 |
| Sharpe Ratio | NA | 0.15 | 0.70 | -0.23 | 0.29 | NA | NA | … | … | -0.41 | 0.41 | 0.75 | 1.55 | -1.19 | -0.11 | 0.41 | 2.46 | -0.33 | 3.01 | 1.53 | 0.19 | 1.67 | 2.96 |
| Standard Deviation(%) | NA | 11.23 | 13.40 | 20.33 | 20.48 | NA | NA | … | … | 12.63 | 15.50 | 11.97 | 14.99 | 27.88 | 26.20 | 38.09 | 13.01 | 17.58 | 6.90 | 12.93 | 15.21 | 11.50 | 8.86 |
| Draw Down(%) | NA | 10.87 | 14.66 | 47.07 | 47.07 | NA | NA | … | … | 10.87 | 13.90 | 6.76 | 11.12 | 33.05 | 23.87 | 40.62 | 6.91 | 20.83 | 2.41 | 8.39 | 11.81 | 7.97 | 2.44 |
| Yield(%) | 0.00 | 4.31 | 5.38 | 2.73 | 6.13 | 5.75 | 4.31 | … | … | 1.46 | 4.90 | 5.02 | 5.28 | 2.35 | 1.31 | 1.69 | 6.26 | 12.25 | 9.78 | 4.54 | 4.19 | 2.78 | 0.27 |
Data as of 06/04/2026, Common starting date is 11/01/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSENX (DOUBLELINE SHILLER ENHANCED CAPE CLASS N) |
-9.64%
Apr 2021 – Apr 2024 |
-2.16%
May 2021 – May 2026 |
7.35%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSENX (DOUBLELINE SHILLER ENHANCED CAPE CLASS N) |
21.40%
Sep 2015 – Sep 2018 |
18.61%
Apr 2016 – Apr 2021 |
9.29%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart