Performance analysis of DMBS (DOUBLELINE MORTGAGE ETF)
Annual Return
Over the past 3 years, DMBS has had an average annual return of +4.39%, underperforming the benchmark SPY, which returned +19.63% annual.
Since Apr 4, 2023, DMBS has had an average annual return of +3.62%, underperforming the benchmark SPY, which returned +21.63% annual.
| 2026 | 2025 | 2024 | 2023 | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| +0.16% | +8.54% | +2.08% | +1.31% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.47% | +1.65% | -1.81% | +0.32% | +0.12% | +0.27% | -0.84% | +0.16% | |||||
| 2025 | +0.38% | +2.49% | -0.05% | +0.40% | -0.89% | +1.81% | -0.19% | +1.79% | +0.91% | +0.76% | +0.81% | +0.04% | +8.54% |
| 2024 | -0.33% | -1.41% | +0.78% | -2.72% | +1.96% | +1.17% | +2.71% | +1.66% | +1.31% | -2.84% | +1.14% | -1.18% | +2.08% |
| 2023 | -0.30% | -0.64% | -0.27% | -0.26% | -0.71% | -2.98% | -1.95% | +4.46% | +4.22% | +1.31% |
Drawdown analysis of DMBS (DOUBLELINE MORTGAGE ETF)
The maximum drawdown for the DMBS was -8.14%, occurring on Oct 25, 2023. Recovery took 35 trading sessions.
The current DMBS drawdown is -1.93%.
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -8.14% | Apr 5, 2023 | 140 | Oct 25, 2023 | 35 | Dec 14, 2023 | 175 |
| -4.88% | Sep 16, 2024 | 80 | Jan 10, 2025 | 57 | Apr 3, 2025 | 137 |
| -4.18% | Dec 27, 2023 | 75 | Apr 16, 2024 | 59 | Jul 11, 2024 | 134 |
| -3.20% | Feb 27, 2026 | 56 | May 19, 2026 | Ongoing | Ongoing | Ongoing |
| -3.09% | Apr 4, 2025 | 5 | Apr 11, 2025 | 51 | Jun 26, 2025 | 56 |
| -1.15% | Jul 1, 2025 | 9 | Jul 15, 2025 | 13 | Aug 1, 2025 | 22 |
| -1.04% | Aug 2, 2024 | 4 | Aug 8, 2024 | 9 | Aug 21, 2024 | 13 |
| -0.92% | Sep 15, 2025 | 9 | Sep 26, 2025 | 12 | Oct 14, 2025 | 21 |
| -0.85% | Oct 28, 2025 | 6 | Nov 5, 2025 | 14 | Nov 25, 2025 | 20 |
| -0.77% | Nov 26, 2025 | 8 | Dec 9, 2025 | 7 | Dec 18, 2025 | 15 |
| -0.63% | Jul 17, 2024 | 5 | Jul 24, 2024 | 3 | Jul 29, 2024 | 8 |
| -0.62% | Jan 14, 2026 | 3 | Jan 20, 2026 | 12 | Feb 5, 2026 | 15 |
| -0.50% | Dec 14, 2023 | 2 | Dec 18, 2023 | 2 | Dec 20, 2023 | 4 |
| -0.44% | Aug 27, 2024 | 3 | Aug 30, 2024 | 2 | Sep 4, 2024 | 5 |
| -0.41% | Aug 13, 2025 | 3 | Aug 18, 2025 | 4 | Aug 22, 2025 | 7 |
| -0.36% | Dec 30, 2025 | 2 | Jan 2, 2026 | 5 | Jan 9, 2026 | 7 |
| -0.33% | Jul 12, 2024 | 1 | Jul 15, 2024 | 2 | Jul 17, 2024 | 3 |
| -0.32% | Jun 26, 2025 | 1 | Jun 27, 2025 | 1 | Jun 30, 2025 | 2 |
| -0.30% | Aug 5, 2025 | 3 | Aug 8, 2025 | 3 | Aug 13, 2025 | 6 |
| -0.29% | Sep 8, 2025 | 1 | Sep 9, 2025 | 2 | Sep 11, 2025 | 3 |
| -0.28% | Aug 21, 2024 | 1 | Aug 22, 2024 | 3 | Aug 27, 2024 | 4 |
| -0.25% | Oct 21, 2025 | 2 | Oct 23, 2025 | 3 | Oct 28, 2025 | 5 |
| -0.25% | Dec 18, 2025 | 3 | Dec 23, 2025 | 2 | Dec 26, 2025 | 5 |
| -0.22% | Aug 29, 2025 | 1 | Sep 2, 2025 | 1 | Sep 3, 2025 | 2 |
| -0.21% | Sep 11, 2024 | 1 | Sep 12, 2024 | 2 | Sep 16, 2024 | 3 |