Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DSEEX (DOUBLELINE SHILLER ENHANCED CAPE CLASS I) | -1.03% | 4.72% | 11.89% | -2.03% | 7.79% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/01/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DSEEX (DOUBLELINE SHILLER ENHANCED CAPE CLASS I) | 11/01/2013 | 06/05/2026 |
| 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 (%) | 0.06 | 4.72 | 11.89 | -2.03 | 7.79 | NA | NA | … | … | -1.03 | 9.49 | 12.84 | 27.05 | -31.49 | -2.58 | 16.27 | 33.82 | -4.24 | 21.61 | 20.27 | 3.18 | 19.66 | 3.79 |
| Sharpe Ratio | NA | 0.18 | 0.65 | -0.22 | 0.30 | NA | NA | … | … | -0.39 | 0.43 | 0.77 | 1.57 | -1.18 | -0.10 | 0.42 | 2.49 | -0.32 | 3.03 | 1.55 | 0.21 | 1.71 | 2.94 |
| Standard Deviation(%) | NA | 11.29 | 13.34 | 20.33 | 20.47 | NA | NA | … | … | 12.57 | 15.40 | 11.96 | 15.05 | 27.89 | 26.22 | 38.04 | 12.99 | 17.56 | 6.94 | 12.98 | 15.15 | 11.47 | 8.96 |
| Draw Down(%) | NA | 10.80 | 14.57 | 46.92 | 46.92 | NA | NA | … | … | 10.80 | 13.87 | 6.76 | 11.07 | 32.91 | 23.87 | 40.62 | 6.86 | 20.72 | 2.45 | 8.36 | 11.78 | 7.94 | 2.44 |
| Yield(%) | 0.00 | 4.58 | 5.66 | 2.91 | 6.43 | 6.06 | 4.54 | … | … | 1.54 | 5.15 | 5.28 | 5.56 | 2.57 | 1.59 | 1.97 | 6.54 | 12.48 | 10.05 | 4.81 | 4.44 | 3.05 | 0.29 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DSEEX (DOUBLELINE SHILLER ENHANCED CAPE CLASS I) |
-9.38%
Apr 2021 – Apr 2024 |
-1.91%
May 2021 – May 2026 |
7.63%
Mar 2016 – Mar 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DSEEX (DOUBLELINE SHILLER ENHANCED CAPE CLASS I) |
21.70%
Sep 2015 – Sep 2018 |
18.89%
Apr 2016 – Apr 2021 |
9.56%
Sep 2015 – Sep 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart