Doubleline Global Bond Fund Fundamentals
| DLGBX Fund | USD 8.19 0.01 0.12% |
Doubleline Global Bond fundamentals help investors to digest information that contributes to Doubleline Global's financial success or failures. It also enables traders to predict the movement of Doubleline Mutual Fund. The fundamental analysis module provides a way to measure Doubleline Global's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Doubleline Global mutual fund.
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Doubleline Global Bond Mutual Fund Five Year Return Analysis
Doubleline Global's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Doubleline Global Five Year Return | (3.88) % |
Most of Doubleline Global's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Doubleline Global Bond is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
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According to the company disclosure, Doubleline Global Bond has a Five Year Return of -3.8777%. This is much lower than that of the DoubleLine family and significantly lower than that of the World Bond category. The five year return for all United States funds is notably higher than that of the company.
Doubleline Global Bond Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Doubleline Global's current stock value. Our valuation model uses many indicators to compare Doubleline Global value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Doubleline Global competition to find correlations between indicators driving Doubleline Global's intrinsic value. More Info.Doubleline Global Bond is one of the top funds in year to date return among similar funds. It also is one of the top funds in one year return among similar funds reporting about 1.22 of One Year Return per Year To Date Return. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Doubleline Global's earnings, one of the primary drivers of an investment's value.Doubleline Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Doubleline Global's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Doubleline Global could also be used in its relative valuation, which is a method of valuing Doubleline Global by comparing valuation metrics of similar companies.Doubleline Global is currently under evaluation in five year return among similar funds.
Fund Asset Allocation for Doubleline Global
.Asset allocation divides Doubleline Global's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Doubleline Fundamentals
| Total Asset | 190 K | ||||
| Year To Date Return | 1.94 % | ||||
| One Year Return | 2.38 % | ||||
| Three Year Return | (5.61) % | ||||
| Five Year Return | (3.88) % | ||||
| Net Asset | 142.26 M | ||||
| Cash Position Weight | 3.51 % | ||||
| Bond Positions Weight | 61.10 % |
About Doubleline Global Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Doubleline Global Bond's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Doubleline Global using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Doubleline Global Bond based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund normally invests primarily in debt obligations issued by governments and governmental agencies, authorities or instrumentalities, located anywhere in the world. The advisor expects to invest significantly in obligations of members of the G-20, an organization of governments composed of 20 of the major economies in the world, including developed markets and emerging market economies. Under normal market conditions, the fund will generally invest in securities that provide exposure to at least three different countries, not including the United States. The fund is non-diversified.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Doubleline Mutual Fund
Doubleline Global 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 Global security.
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