Doubleline Low Duration Fund Manager Performance Evaluation
| DLSNX Fund | USD 9.60 0.01 0.10% |
The fund shows a Beta (market volatility) of 0.0103, which means not very significant fluctuations relative to the market. As returns on the market increase, Doubleline Low's returns are expected to increase less than the market. However, during the bear market, the loss of holding Doubleline Low is expected to be smaller as well.
Risk-Adjusted Performance
6 of 100
Weak | Strong |
Modest
Compared to the overall equity markets, risk-adjusted returns on investments in Doubleline Low Duration are ranked lower than 6 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Doubleline Low 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 | 0.6900 |
Doubleline |
Doubleline Low Relative Risk vs. Return Landscape
If you would invest 956.00 in Doubleline Low Duration on August 25, 2024 and sell it today you would earn a total of 4.00 from holding Doubleline Low Duration or generate 0.42% return on investment over 90 days. Doubleline Low Duration is currently producing 0.0066% returns and takes up 0.0762% 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 Low Current Valuation
Overvalued
Today
Please note that Doubleline Low's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Doubleline Low Duration shows a prevailing Real Value of $8.83 per share. The current price of the fund is $9.6. We determine the value of Doubleline Low Duration 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 Low is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Low'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 9.6 | Real 8.83 | Hype 9.6 | Naive 9.6 |
The intrinsic value of Doubleline Low'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 Low'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 Low Duration 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 Low more accurately as focusing exclusively on Doubleline Low's fundamentals will not take into account other important factors: Doubleline Low Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Low's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Low Duration, and traders can use it to determine the average amount a Doubleline Low'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 = 0.086
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Based on monthly moving average Doubleline Low is performing at about 6% 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 Low by adding it to a well-diversified portfolio.
Doubleline Low Fundamentals Growth
Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Low, and Doubleline Low 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 | ||||
| Total Asset | 832.63 M | ||||
About Doubleline Low Performance
Evaluating Doubleline Low's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Doubleline Low 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 Low 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.
Under normal circumstances, the advisor intends to invest primarily in fixed income and other income-producing instruments rated investment grade and unrated securities considered by the adviser to be of comparable credit quality. The advisor intends to invest at least 80 percent of the funds net assets in bonds. The fund may, however, invest up to 50 percent of its total assets in fixed income and other income-producing instruments rated below investment grade and those that are unrated but determined by the adviser to be of comparable credit quality.Things to note about Doubleline Low Duration performance evaluation
Checking the ongoing alerts about Doubleline Low for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Low Duration 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 6.27% of its assets under management (AUM) in cash |
- Analyzing Doubleline Low'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 Low's stock is overvalued or undervalued compared to its peers.
- Examining Doubleline Low'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 Low's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Low's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Doubleline Low's mutual fund. These opinions can provide insight into Doubleline Low's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Doubleline Mutual Fund
Doubleline Low 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 Low security.
| Sectors List of equity sectors categorizing publicly traded companies based on their primary business activities | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk |