Doubleline Total Return Fund Manager Performance Evaluation
| DBLTX Fund | USD 8.82 0.08 0.92% |
The fund shows a Beta (market volatility) of -0.0687, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Doubleline Total are expected to decrease at a much lower rate. During the bear market, Doubleline Total is likely to outperform the market.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Doubleline Total Return has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong basic indicators, Doubleline Total is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.5000 |
Doubleline |
Doubleline Total Relative Risk vs. Return Landscape
If you would invest 891.00 in Doubleline Total Return on August 28, 2024 and sell it today you would lose (9.00) from holding Doubleline Total Return or give up 1.01% of portfolio value over 90 days. Doubleline Total Return is currently producing negative expected returns and takes up 0.3039% volatility of returns over 90 trading days. Put another way, 2% 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 Total Current Valuation
Overvalued
Today
Please note that Doubleline Total's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Doubleline Total Return shows a prevailing Real Value of $8.53 per share. The current price of the fund is $8.82. We determine the value of Doubleline Total Return 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 Total is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Total'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 8.82 | Real 8.53 | Hype 8.82 | Naive 8.78 |
The intrinsic value of Doubleline Total'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 Total'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 Total Return 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 Total more accurately as focusing exclusively on Doubleline Total's fundamentals will not take into account other important factors: Doubleline Total Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Total's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Total Return, and traders can use it to determine the average amount a Doubleline Total'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 = -0.0515
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DBLTX |
Estimated Market Risk
| 0.3 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.02 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Doubleline Total is not performing at its full potential. However, 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 Total by adding Doubleline Total to a well-diversified portfolio.
Doubleline Total Fundamentals Growth
Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Total, and Doubleline Total 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 | 27.26 B | ||||
About Doubleline Total Performance
Evaluating Doubleline Total's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Doubleline Total 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 Total 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 advisor intends to invest at least 80 percent of the funds net assets in bonds. The advisor intends to invest more than 50 percent of its net assets in residential and commercial mortgage-backed securities and U.S. Treasury obligations rated at the time of investment Aa3 or higher by Moodys or AA- or higher by SP or the equivalent by any other nationally recognized statistical rating organization or unrated securities that are determined by an adviser to be of comparable quality.Things to note about Doubleline Total Return performance evaluation
Checking the ongoing alerts about Doubleline Total for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Total Return help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Doubleline Total generated a negative expected return over the last 90 days | |
| Doubleline Total Return generated five year return of 0.0% | |
| This fund retains about 6.32% of its assets under management (AUM) in cash |
- Analyzing Doubleline Total'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 Total's stock is overvalued or undervalued compared to its peers.
- Examining Doubleline Total'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 Total's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Total's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Doubleline Total's mutual fund. These opinions can provide insight into Doubleline Total's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Doubleline Mutual Fund
Doubleline Total 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 Total security.
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