Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLMOX (DoubleLine Multi-Asset Trend Fund Class N) | NA | -4.47% | -5.41% | NA | NA | NA | NA | … | … |
Data as of 03/05/2025, Common starting date is 03/01/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLMOX (DoubleLine Multi-Asset Trend Fund Class N) | 03/01/2021 | 03/05/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.05 | -4.47 | -5.41 | NA | NA | NA | NA | … | … | -0.65 | -2.64 | -0.57 | -5.70 | 3.29 |
| Sharpe Ratio | NA | -1.25 | -1.05 | NA | NA | NA | NA | … | … | -1.48 | -1.01 | -0.60 | -0.80 | 0.51 |
| Standard Deviation(%) | NA | 8.79 | 8.38 | NA | NA | NA | NA | … | … | 4.55 | 9.13 | 8.06 | 8.85 | 7.68 |
| Draw Down(%) | NA | 9.50 | 17.66 | NA | NA | NA | NA | … | … | 2.21 | 8.79 | 8.43 | 13.03 | 5.71 |
| Yield(%) | 0.00 | 4.14 | 6.94 | 4.88 | 2.44 | 1.63 | 1.22 | … | … | 0.23 | 4.71 | 4.32 | 15.19 | 1.46 |
Data as of 03/05/2025, Common starting date is 03/01/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMOX (DoubleLine Multi-Asset Trend Fund Class N) |
-3.76%
Oct 2021 – Oct 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLMOX (DoubleLine Multi-Asset Trend Fund Class N) |
-0.50%
Apr 2021 – Apr 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart