Doubleline Long Duration Fund Manager Performance Evaluation

DLLDX Fund  USD 6.43  0.02  0.31%   
The fund shows a Beta (market volatility) of 0.6, which means possible diversification benefits within a given portfolio. As returns on the market increase, Doubleline Long returns are expected to increase less than the market. However, during the bear market, the loss on holding Doubleline Long will be expected to be smaller as well. Even though it is essential to pay attention to Doubleline Long Duration historical returns, it is always good to be careful when utilizing equity current trending patterns.

Risk-Adjusted Performance

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Over the last 90 days Doubleline Long Duration has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong fundamental indicators, Doubleline Long is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
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Expense Ratio Date29th of July 2022
Expense Ratio0.7500
  

Doubleline Long Relative Risk vs. Return Landscape

If you would invest  675.00  in Doubleline Long Duration on December 20, 2023 and sell it today you would lose (32.00) from holding Doubleline Long Duration or give up 4.74% of portfolio value over 90 days. Doubleline Long Duration is currently producing negative expected returns and takes up 0.797% volatility of returns over 90 trading days. Put another way, 7% 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  
Assuming the 90 days horizon Doubleline Long is expected to under-perform the market. In addition to that, the company is 1.41 times more volatile than its market benchmark. It trades about -0.1 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.23 per unit of volatility.

Doubleline Long Current Valuation

Fairly Valued
Today
6.43
Please note that Doubleline Long's price fluctuation is not too volatile at this time. At this time, the entity appears to be fairly valued. Doubleline Long Duration shows a prevailing Real Value of $6.48 per share. The current price of the fund is $6.43. We determine the value of Doubleline Long 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.
Our valuation method for Doubleline Long Duration is useful when determining the fair value of the Doubleline mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Doubleline Long. Since Doubleline Long is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Long'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  6.43 Real  6.48 Hype  6.43 Naive  6.46
The real value of a stock, also known as the intrinsic value, is the underlying worth of a company that is reflected in its stock price. It is based on the company's financial performance, assets, liabilities, growth prospects, management team, industry conditions, and other relevant factors. The real value of a stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, price-to-book ratio, and other valuation metrics. The real value of a stock 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 the stock's price. It is important to note that the real value of a stock is not a fixed number and may change over time based on changes in the company's performance and other relevant factors.
6.48
Real Value
7.28
Upside
Estimating the potential upside or downside of Doubleline Long 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 Long more accurately as focusing exclusively on Doubleline Long's fundamentals will not take into account other important factors:
Bollinger
Band Projection (param)
LowerMiddle BandUpper
6.376.496.61
Details
Hype
Prediction
LowEstimatedHigh
5.636.437.23
Details
Potential
Annual Dividend
LowForecastedHigh
0.050.050.05
Details

Doubleline Long Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Long's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Long Duration, and traders can use it to determine the average amount a Doubleline Long'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 = -0.0976

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Estimated Market Risk

 0.8
  actual daily
7
93% of assets are more volatile

Expected Return

 -0.08
  actual daily
0
Most of other assets have higher returns

Risk-Adjusted Return

 -0.1
  actual daily
0
Most of other assets perform better
Based on monthly moving average Doubleline Long 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 Long by adding Doubleline Long to a well-diversified portfolio.

Doubleline Long Fundamentals Growth

Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Long, and Doubleline Long 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.

About Doubleline Long Performance

To evaluate Doubleline Long Duration Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Doubleline Long generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Doubleline Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Doubleline Long Duration market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Doubleline's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
The fund seeks long-term total return comprised of capital growth and current income by investing principally in debt securities of any kind. The Adviser expects to construct an investment portfolio for the fund with a dollar-weighted average effective duration of at least ten years. 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. It may invest up to 25 percent of its total assets in obligations of governmental or private obligors in emerging market countries.

Things to note about Doubleline Long Duration performance evaluation

Checking the ongoing alerts about Doubleline Long for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Long Duration help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Doubleline Long generated a negative expected return over the last 90 days
Doubleline Long Duration generated five year return of -3.0%
This fund retains about 27.2% of its assets under management (AUM) in cash
Evaluating Doubleline Long's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Doubleline Long's mutual fund performance include:
  • Analyzing Doubleline Long'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 Long's stock is overvalued or undervalued compared to its peers.
  • Examining Doubleline Long'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 Long's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Long's management team can help you assess the Mutual Fund's leadership.
  • Pay attention to analyst opinions and ratings of Doubleline Long's mutual fund. These opinions can provide insight into Doubleline Long's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Doubleline Long's mutual fund performance is not an exact science, and many factors can impact Doubleline Long's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Doubleline Long Duration. Also, note that the market value of any Mutual Fund could be tightly coupled with the direction of predictive economic indicators such as signals in unemployment.
Note that the Doubleline Long Duration information on this page should be used as a complementary analysis to other Doubleline Long's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.

Complementary Tools for Doubleline Mutual Fund analysis

When running Doubleline Long's price analysis, check to measure Doubleline Long's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Doubleline Long is operating at the current time. Most of Doubleline Long's value examination focuses on studying past and present price action to predict the probability of Doubleline Long's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Doubleline Long's price. Additionally, you may evaluate how the addition of Doubleline Long to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Doubleline Long's value and its price as these two are different measures arrived at by different means. Investors typically determine if Doubleline Long is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Doubleline Long's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.