Performance analysis of DFVE (DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF)
Annual Return
Since Feb 1, 2024, DFVE has had an average annual return of +16.75%, underperforming the benchmark SPY, which returned +21.75% annual.
| 2026 | 2025 | 2024 | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +10.31% | +14.50% | +13.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.89% | +3.48% | -5.33% | +7.12% | +1.02% | +0.16% | +10.31% | ||||||
| 2025 | +4.29% | -1.38% | -3.05% | -3.72% | +5.32% | +4.47% | +1.07% | +3.87% | +1.07% | -0.57% | +2.23% | +0.52% | +14.50% |
| 2024 | +3.55% | +5.53% | -5.14% | +3.58% | -1.27% | +5.36% | +1.33% | +2.16% | -1.52% | +7.18% | -6.83% | +13.70% |
Drawdown analysis of DFVE (DOUBLELINE FORTUNE 500 EQUAL WEIGHT ETF)
The maximum drawdown for the DFVE was -19.42%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The current DFVE drawdown is -0.49%.
Since Feb 1, 2024 DFVE has experienced the following drawdowns:
- 10% or more: 1 time
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.42% | Nov 25, 2024 | 90 | Apr 8, 2025 | 58 | Jul 2, 2025 | 148 |
| -7.79% | Feb 11, 2026 | 26 | Mar 20, 2026 | 19 | Apr 17, 2026 | 45 |
| -6.35% | Jul 31, 2024 | 3 | Aug 5, 2024 | 14 | Aug 23, 2024 | 17 |
| -6.31% | Mar 28, 2024 | 14 | Apr 18, 2024 | 60 | Jul 16, 2024 | 74 |
| -5.41% | Oct 27, 2025 | 18 | Nov 20, 2025 | 5 | Nov 28, 2025 | 23 |
| -4.22% | Jul 23, 2025 | 7 | Aug 1, 2025 | 15 | Aug 22, 2025 | 22 |
| -3.85% | Oct 3, 2025 | 5 | Oct 10, 2025 | 11 | Oct 27, 2025 | 16 |
| -3.66% | Aug 30, 2024 | 4 | Sep 6, 2024 | 9 | Sep 19, 2024 | 13 |
| -3.42% | Oct 18, 2024 | 9 | Oct 31, 2024 | 4 | Nov 6, 2024 | 13 |
| -3.28% | Apr 20, 2026 | 21 | May 19, 2026 | 6 | May 28, 2026 | 27 |
| -2.79% | Jul 16, 2024 | 6 | Jul 24, 2024 | 4 | Jul 30, 2024 | 10 |
| -2.18% | Nov 11, 2024 | 4 | Nov 15, 2024 | 5 | Nov 22, 2024 | 9 |
| -2.13% | Feb 12, 2024 | 1 | Feb 13, 2024 | 2 | Feb 15, 2024 | 3 |
| -2.09% | Jul 10, 2025 | 3 | Jul 15, 2025 | 6 | Jul 23, 2025 | 9 |
| -2.05% | Jan 15, 2026 | 2 | Jan 20, 2026 | 10 | Feb 3, 2026 | 12 |
| -1.68% | Sep 11, 2025 | 10 | Sep 25, 2025 | 4 | Oct 1, 2025 | 14 |
| -1.57% | Dec 11, 2025 | 13 | Dec 31, 2025 | 2 | Jan 5, 2026 | 15 |
| -1.23% | Sep 27, 2024 | 4 | Oct 3, 2024 | 6 | Oct 11, 2024 | 10 |
| -1.15% | Jan 6, 2026 | 1 | Jan 7, 2026 | 2 | Jan 9, 2026 | 3 |
| -1.07% | Feb 15, 2024 | 2 | Feb 20, 2024 | 2 | Feb 22, 2024 | 4 |
| -1.02% | Feb 2, 2024 | 1 | Feb 5, 2024 | 3 | Feb 8, 2024 | 4 |
| -0.98% | Mar 13, 2024 | 1 | Mar 14, 2024 | 4 | Mar 20, 2024 | 5 |
| -0.98% | Feb 4, 2026 | 1 | Feb 5, 2026 | 1 | Feb 6, 2026 | 2 |
| -0.93% | Mar 21, 2024 | 3 | Mar 26, 2024 | 1 | Mar 27, 2024 | 4 |
| -0.90% | Aug 27, 2025 | 3 | Sep 2, 2025 | 4 | Sep 8, 2025 | 7 |