Doubleline Flexible Income Fund Manager Performance Evaluation
| DFLEX Fund | USD 8.71 0.01 0.11% |
The fund shows a Beta (market volatility) of 0.0081, which means not very significant fluctuations relative to the market. As returns on the market increase, Doubleline Flexible's returns are expected to increase less than the market. However, during the bear market, the loss of holding Doubleline Flexible is expected to be smaller as well.
Risk-Adjusted Performance
16 of 100
Weak | Strong |
Solid
Compared to the overall equity markets, risk-adjusted returns on investments in Doubleline Flexible Income are ranked lower than 16 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Doubleline Flexible 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 | 0.7400 |
Doubleline |
Doubleline Flexible Relative Risk vs. Return Landscape
If you would invest 861.00 in Doubleline Flexible Income on August 25, 2024 and sell it today you would earn a total of 10.00 from holding Doubleline Flexible Income or generate 1.16% return on investment over 90 days. Doubleline Flexible Income is currently producing 0.0178% returns and takes up 0.0846% 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 Flexible Current Valuation
Overvalued
Today
Please note that Doubleline Flexible's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Doubleline Flexible shows a prevailing Real Value of $8.0 per share. The current price of the fund is $8.71. We determine the value of Doubleline Flexible 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 Flexible is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Flexible'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 8.71 | Real 8.0 | Hype 8.71 | Naive 8.71 |
The intrinsic value of Doubleline Flexible'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 Flexible'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 Flexible 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 Flexible more accurately as focusing exclusively on Doubleline Flexible's fundamentals will not take into account other important factors: Doubleline Flexible Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Flexible's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Flexible Income, and traders can use it to determine the average amount a Doubleline Flexible'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 = 0.2103
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| DFLEX |
Based on monthly moving average Doubleline Flexible is performing at about 16% 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 Flexible by adding it to a well-diversified portfolio.
Doubleline Flexible Fundamentals Growth
Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Flexible, and Doubleline Flexible 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.
| Price To Earning | 273.22 X | ||||
| Price To Book | 29.44 X | ||||
| Price To Sales | 18.60 X | ||||
| Total Asset | 725.36 M | ||||
About Doubleline Flexible Performance
Evaluating Doubleline Flexible's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Doubleline Flexible 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 Flexible 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 seeks to achieve its investment objective by active asset allocation among market sectors in the fixed income universe. These sectors may include, for example, U.S. government securities, corporate debt securities, mortgage- and other asset-backed securities, foreign debt securities, including emerging market debt securities, loans, and high yield debt securities. It may invest in securities of any credit quality. The fund may invest without limit in securities rated below investment grade or unrated securities judged by the adviser to be of comparable quality.Things to note about Doubleline Flexible performance evaluation
Checking the ongoing alerts about Doubleline Flexible for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Flexible 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 7.17% of its assets under management (AUM) in cash |
- Analyzing Doubleline Flexible'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 Flexible's stock is overvalued or undervalued compared to its peers.
- Examining Doubleline Flexible'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 Flexible's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Flexible's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Doubleline Flexible's mutual fund. These opinions can provide insight into Doubleline Flexible's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Doubleline Mutual Fund
Doubleline Flexible 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 Flexible security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Portfolio Holdings Check your current holdings and cash postion to detemine if your portfolio needs rebalancing | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Transaction History View history of all your transactions and understand their impact on performance |