Performance analysis of DoubleLine Yield Opportunities Fund (DLY)
Annual Return
Over the past 3 years, DLY has had an average annual return of +9.03%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, DLY has had an average annual return of +2.03%, underperforming the benchmark SPY, which returned +13.88% annual.
Since Feb 26, 2020, DLY has had an average annual return of +2.69%, underperforming the benchmark SPY, which returned +16.82% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| -0.60% | +0.63% | +16.30% | +25.43% | -23.04% | +8.54% | -3.08% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.66% | -0.10% | -4.38% | +3.36% | -0.51% | -1.42% | -0.60% | ||||||
| 2025 | +2.51% | +1.84% | -0.45% | -4.78% | +4% | +0.05% | -0.53% | +1.48% | -1.97% | -1.28% | -0.08% | +0.12% | +0.63% |
| 2024 | +1.61% | +6.41% | +1.44% | -4.41% | +3.99% | +1.84% | +1.70% | +3.24% | +2.31% | -4.21% | +4.88% | -2.94% | +16.30% |
| 2023 | +12.55% | -3.03% | +0.12% | -0.02% | +0.90% | +5.54% | +0.03% | +1.35% | +2.41% | -2.81% | +2.73% | +4.02% | +25.43% |
| 2022 | -3.09% | -3.24% | -2.55% | -4.83% | -3.43% | -4.71% | +6.87% | -1.96% | -8.05% | -1.82% | +8.02% | -5.88% | -23.04% |
| 2021 | +3.22% | +1.29% | +0.72% | +4.32% | +0.95% | +1% | +0.23% | +0.34% | -3.30% | +2.33% | -4.11% | +1.55% | +8.54% |
| 2020 | -1.19% | -5.00% | -7.71% | +5.18% | -2.51% | +7.90% | -3.80% | +1.87% | -6.07% | +7.33% | +2.34% | -3.08% |
Drawdown analysis of DoubleLine Yield Opportunities Fund (DLY)
The maximum drawdown for the DLY was -28.60%, occurring on Oct 24, 2022. Recovery took 340 trading sessions.
The current DLY drawdown is -4.69%.
Since Feb 26, 2020 DLY has experienced the following drawdowns:
- 20% or more: 1 time
- 10% or more: 3 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.60% | Oct 19, 2021 | 255 | Oct 24, 2022 | 340 | Mar 4, 2024 | 595 |
| -17.49% | Feb 26, 2020 | 18 | Mar 23, 2020 | 205 | Jan 13, 2021 | 223 |
| -10.82% | Feb 19, 2025 | 33 | Apr 7, 2025 | 104 | Sep 5, 2025 | 137 |
| -8.75% | Sep 8, 2025 | 140 | Mar 30, 2026 | Ongoing | Ongoing | Ongoing |
| -5.65% | Mar 28, 2024 | 12 | Apr 16, 2024 | 14 | May 6, 2024 | 26 |
| -5.53% | Sep 17, 2024 | 30 | Oct 29, 2024 | 23 | Dec 2, 2024 | 53 |
| -4.25% | Aug 18, 2021 | 29 | Sep 29, 2021 | 11 | Oct 14, 2021 | 40 |
| -3.96% | Dec 2, 2024 | 13 | Dec 19, 2024 | 35 | Feb 12, 2025 | 48 |
| -3.76% | May 15, 2024 | 9 | May 29, 2024 | 22 | Jul 1, 2024 | 31 |
| -3.76% | Jul 1, 2021 | 11 | Jul 19, 2021 | 22 | Aug 18, 2021 | 33 |
| -3.36% | Feb 17, 2021 | 6 | Feb 25, 2021 | 30 | Apr 9, 2021 | 36 |
| -2.80% | Jul 9, 2024 | 9 | Jul 22, 2024 | 9 | Aug 2, 2024 | 18 |
| -2.72% | Aug 2, 2024 | 1 | Aug 5, 2024 | 4 | Aug 9, 2024 | 5 |
| -1.99% | Jan 21, 2021 | 4 | Jan 27, 2021 | 3 | Feb 1, 2021 | 7 |
| -1.85% | Mar 11, 2024 | 6 | Mar 19, 2024 | 5 | Mar 26, 2024 | 11 |
| -1.56% | Sep 9, 2024 | 1 | Sep 10, 2024 | 4 | Sep 16, 2024 | 5 |
| -1.55% | May 19, 2021 | 2 | May 21, 2021 | 13 | Jun 10, 2021 | 15 |
| -1.25% | May 4, 2021 | 3 | May 7, 2021 | 7 | May 18, 2021 | 10 |
| -1.16% | Aug 21, 2024 | 5 | Aug 28, 2024 | 5 | Sep 5, 2024 | 10 |
| -0.87% | Oct 14, 2021 | 1 | Oct 15, 2021 | 2 | Oct 19, 2021 | 3 |
| -0.85% | Jun 16, 2021 | 3 | Jun 21, 2021 | 4 | Jun 25, 2021 | 7 |
| -0.68% | May 8, 2024 | 2 | May 10, 2024 | 3 | May 15, 2024 | 5 |
| -0.63% | Jan 13, 2021 | 1 | Jan 14, 2021 | 3 | Jan 20, 2021 | 4 |
| -0.63% | Mar 4, 2024 | 4 | Mar 8, 2024 | 1 | Mar 11, 2024 | 5 |
| -0.58% | Feb 2, 2021 | 2 | Feb 4, 2021 | 1 | Feb 5, 2021 | 3 |