Doubleline Income Fund Manager Performance Evaluation
| DBLNX Fund | USD 7.94 0.02 0.25% |
The fund shows a Beta (market volatility) of -0.0059, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Doubleline Income are expected to decrease at a much lower rate. During the bear market, Doubleline Income is likely to outperform the market.
Risk-Adjusted Performance
11 of 100
Weak | Strong |
Good
Compared to the overall equity markets, risk-adjusted returns on investments in Doubleline Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Doubleline Income is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is DLTNX a Strong Bond Fund Right Now - Yahoo Finance | 09/30/2024 |
| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.9200 |
Doubleline |
Doubleline Income Relative Risk vs. Return Landscape
If you would invest 786.00 in Doubleline Income on September 3, 2024 and sell it today you would earn a total of 8.00 from holding Doubleline Income or generate 1.02% return on investment over 90 days. Doubleline Income is currently producing 0.0159% returns and takes up 0.1114% volatility of returns over 90 trading days. Put another way, 0% of traded mutual funds are less volatile than Doubleline, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Doubleline Income Current Valuation
Overvalued
Today
Please note that Doubleline Income's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Doubleline Income shows a prevailing Real Value of $7.3 per share. The current price of the fund is $7.94. We determine the value of Doubleline Income from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Doubleline Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Income's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 7.94 | Real 7.3 | Hype 7.94 | Naive 7.95 |
The intrinsic value of Doubleline Income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Doubleline Income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Doubleline Income helps investors to forecast how Doubleline mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Doubleline Income more accurately as focusing exclusively on Doubleline Income's fundamentals will not take into account other important factors: Doubleline Income Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Income's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Income, and traders can use it to determine the average amount a Doubleline Income's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1426
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| DBLNX |
Based on monthly moving average Doubleline Income is performing at about 11% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Doubleline Income by adding it to a well-diversified portfolio.
Doubleline Income Fundamentals Growth
Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Income, and Doubleline Income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Doubleline Mutual Fund performance.
| Total Asset | 3.06 M | |||
About Doubleline Income Performance
Evaluating Doubleline Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Doubleline Income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Doubleline Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund will also seek to construct a portfolio that provides yield and duration characteristics that are attractive relative to those offered by a portfolio of corporate debt instruments by investing principally in a combination of mortgage-backed securities, other asset-backed securities, and collateralized loan obligations .Things to note about Doubleline Income performance evaluation
Checking the ongoing alerts about Doubleline Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains about 5.2% of its assets under management (AUM) in cash |
- Analyzing Doubleline Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Doubleline Income's stock is overvalued or undervalued compared to its peers.
- Examining Doubleline Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Doubleline Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Doubleline Income's mutual fund. These opinions can provide insight into Doubleline Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Doubleline Mutual Fund
Doubleline Income financial ratios help investors to determine whether Doubleline Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Doubleline with respect to the benefits of owning Doubleline Income security.
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