Performance analysis of DBL (DoubleLine Opportunistic Credit Fund)
Annual Return
Over the past 3 years, DBL has had an average annual return of +7.37%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, DBL has had an average annual return of +2.10%, underperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, DBL has had an average annual return of +2.53%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jan 27, 2012, DBL has had an average annual return of +4.53%, underperforming the benchmark SPY, which returned +14.90% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| -2.09% | +7.15% | +10.02% | +13.05% | -15.82% | +4.62% | +3.96% | +16.72% | -6.23% | +4.51% | -1.31% | +13.35% |
| 2014 | 2013 | 2012 | |||||||||
| +22.24% | -10.37% | +12.82% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -0% | -0.60% | -1.54% | -0.34% | +0.56% | -0.17% | -2.09% | ||||||
| 2025 | +2.26% | +0.70% | -0% | +0.15% | +1.37% | -0.97% | -0.12% | +2.89% | +0.71% | -0.00518% | +0.07% | -0.06% | +7.15% |
| 2024 | +1.18% | -0.58% | +2.05% | -2.64% | +1.60% | +2.94% | +2.29% | +1.93% | +0.88% | -2.09% | +1.17% | +1.04% | +10.02% |
| 2023 | +4.30% | -3.34% | -3.22% | +2.47% | +4.41% | -2.15% | -0.16% | +0.06% | +2.89% | -3.11% | +6.09% | +4.75% | +13.05% |
| 2022 | -5.46% | -3.22% | -2.67% | -2.77% | -1.97% | -0.45% | +2.99% | -1.46% | -6.63% | +1.48% | +1.86% | +1.71% | -15.82% |
| 2021 | +0.30% | +0.86% | +0.96% | +0.46% | -0% | +2.86% | -0.50% | +0.40% | +0.05% | -0.51% | -1.55% | +1.24% | +4.62% |
| 2020 | +1.59% | -3.14% | -14.46% | +8.16% | +2.47% | +1.80% | +2.76% | +1.29% | -1.69% | -1.01% | +5.18% | +2.74% | +3.96% |
| 2019 | +4.49% | +0.46% | +3.27% | -0.44% | +3.40% | +2.24% | -1.44% | +3.04% | -0.96% | +0.39% | +0.38% | +0.93% | +16.72% |
| 2018 | -3.09% | +2.01% | +0.71% | -2.15% | +1.63% | -0.45% | +1% | +1.57% | -1.59% | -5.09% | +1.99% | -2.65% | -6.23% |
| 2017 | +1.07% | +3.72% | +0.68% | +2.80% | +4.36% | +0.59% | -1.61% | +0.97% | -2.12% | -4.06% | -2.16% | +0.51% | +4.51% |
Drawdown analysis of DBL (DoubleLine Opportunistic Credit Fund)
The maximum drawdown for the DBL was -26.44%, occurring on Mar 18, 2020. Recovery took 199 trading sessions.
The current DBL drawdown is -3.02%.
Since Jan 27, 2012 DBL has experienced the following drawdowns:
- 20% or more: 3 times
- 10% or more: 6 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -26.44% | Jan 22, 2020 | 39 | Mar 18, 2020 | 199 | Dec 30, 2020 | 238 |
| -24.54% | Oct 14, 2021 | 253 | Oct 17, 2022 | 450 | Aug 2, 2024 | 703 |
| -21.28% | May 10, 2013 | 69 | Aug 19, 2013 | 321 | Nov 25, 2014 | 390 |
| -19.89% | Jul 3, 2017 | 367 | Dec 17, 2018 | 275 | Jan 22, 2020 | 642 |
| -15.86% | Sep 8, 2016 | 45 | Nov 10, 2016 | 160 | Jul 3, 2017 | 205 |
| -10.90% | Feb 3, 2015 | 101 | Jun 29, 2015 | 70 | Oct 7, 2015 | 171 |
| -6.66% | May 12, 2016 | 12 | May 31, 2016 | 5 | Jun 7, 2016 | 17 |
| -5.96% | Nov 5, 2015 | 6 | Nov 13, 2015 | 15 | Dec 7, 2015 | 21 |
| -5.72% | Oct 22, 2025 | 108 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -4.78% | Feb 21, 2012 | 18 | Mar 16, 2012 | 28 | Apr 26, 2012 | 46 |
| -4.76% | Sep 18, 2024 | 29 | Oct 29, 2024 | 52 | Jan 15, 2025 | 81 |
| -4.70% | Oct 4, 2012 | 35 | Nov 27, 2012 | 11 | Dec 12, 2012 | 46 |
| -3.97% | Apr 26, 2012 | 16 | May 18, 2012 | 10 | Jun 4, 2012 | 26 |
| -3.94% | Dec 17, 2015 | 24 | Jan 25, 2016 | 9 | Feb 5, 2016 | 33 |
| -3.82% | Jun 27, 2016 | 5 | Jul 5, 2016 | 13 | Jul 22, 2016 | 18 |
| -3.76% | Apr 2, 2025 | 3 | Apr 7, 2025 | 15 | Apr 29, 2025 | 18 |
| -3.68% | Jan 14, 2013 | 11 | Jan 30, 2013 | 13 | Feb 19, 2013 | 24 |
| -3.13% | Mar 15, 2016 | 3 | Mar 18, 2016 | 4 | Mar 24, 2016 | 7 |
| -3.11% | Dec 31, 2020 | 3 | Jan 6, 2021 | 6 | Jan 14, 2021 | 9 |
| -2.98% | Dec 10, 2015 | 1 | Dec 11, 2015 | 3 | Dec 16, 2015 | 4 |
| -2.88% | Feb 19, 2013 | 24 | Mar 25, 2013 | 16 | Apr 17, 2013 | 40 |
| -2.81% | Feb 24, 2016 | 6 | Mar 3, 2016 | 6 | Mar 11, 2016 | 12 |
| -2.77% | Apr 9, 2021 | 23 | May 12, 2021 | 25 | Jun 17, 2021 | 48 |
| -2.72% | Jun 16, 2025 | 23 | Jul 21, 2025 | 24 | Aug 22, 2025 | 47 |
| -2.66% | Dec 15, 2014 | 1 | Dec 16, 2014 | 7 | Dec 26, 2014 | 8 |