(DFVE) DoubleLine Trust - Performance 2.8% in 12m
Compare DFVE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
30.93%
#47 in Group
Rel. Strength
49.03%
#4094 in Universe
Total Return 12m
2.78%
#28 in Group
Total Return 5y
8.29%
#47 in Group
P/E -
(?) Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -
(?) Percentile in Group
12m Total Return: DFVE (2.8%) vs SPY (9.3%)
5y Drawdown (Underwater) Chart
Top Performers in Mid-Cap Value
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
| Symbol | 1m | 12m | 5y | P/E | P/E Forward | PEG | EPS Stability |
EPS CAGR |
|---|---|---|---|---|---|---|---|---|
| AUSF NYSE ARCA Global X Adaptive U.S. |
-4.15% | 9.5% | 141% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
-4.85% | 10.5% | 137% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
-1.79% | 8.17% | 137% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
-5.09% | 5.64% | 123% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
-5.29% | 1.48% | 127% | - | - | - | - | - |
| COWZ BATS Pacer US Cash Cows 100 |
-6.44% | -6.39% | 133% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
-4.65% | 3.34% | 93.2% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
-6.58% | 6.93% | 118% | - | - | - | - | - |
Performance Comparison: DFVE vs SPY vs S&P 500
SPY (SPDR SP500 Trust ETF) is the Sector Benchmark for DFVE
| Total Return (including Dividends) | DFVE | SPY | S&P 500 |
|---|---|---|---|
| 1 Month | -4.61% | -2.90% | -2.90% |
| 3 Months | -9.20% | -7.85% | -7.85% |
| 12 Months | 2.78% | 9.33% | 9.33% |
| 5 Years | 8.29% | 106.31% | 106.31% |
| Trend Score (consistency of price movement) | DFVE | SPY | S&P 500 |
| 1 Month | -33.2% | -35.6% | -35.6% |
| 3 Months | -90.5% | -89.7% | -89.7% |
| 12 Months | 47.3% | 58.3% | 58.3% |
| 5 Years | 65.4% | 84.2% | 84.2% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #18 | -1.77% | -1.77% |
| 3 Month | #30 | -1.46% | -1.46% |
| 12 Month | #26 | -5.99% | -5.99% |
| 5 Years | #30 | -5.30% | -5.30% |
FAQs
Does DFVE DoubleLine Trust outperforms the market?
No,
over the last 12 months DFVE made 2.78%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.33%.
Over the last 3 months DFVE made -9.20%, while SPY made -7.85%.
Over the last 3 months DFVE made -9.20%, while SPY made -7.85%.
Performance Comparison DFVE vs Indeces and Sectors
DFVE vs. Indices DFVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| US S&P 500 | SPY | -1.88% | -1.71% | -1.89% | -6.55% |
| US NASDAQ 100 | QQQ | -3.84% | -2.73% | -2.17% | -7.09% |
| US Dow Jones Industrial 30 | DIA | 0.19% | 0.53% | -1.78% | -3.40% |
| German DAX 40 | DAX | 0.78% | -2.72% | -20.2% | -19.4% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 4.65% | -1.04% | -0.26% | -2.40% |
| Hongkong Hang Seng | HSI | 0.39% | -1.07% | -2.98% | -7.52% |
| India NIFTY 50 | INDA | 5.55% | -6.66% | -2.97% | 1.44% |
| Brasil Bovespa | EWZ | -1.63% | -6.93% | -5.24% | 11.1% |
DFVE vs. Sectors DFVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | -1.74% | -0.26% | -10.3% | -17.7% |
| Consumer Discretionary | XLY | -4.23% | -1.78% | -5.11% | -7.97% |
| Consumer Staples | XLP | 5.58% | -4.65% | -7.31% | -6.60% |
| Energy | XLE | 1.47% | 6.67% | -0.35% | 14.5% |
| Financial | XLF | 0.08% | -0.31% | -9.0% | -16.9% |
| Health Care | XLV | 1.14% | 0.16% | -0.03% | 2.89% |
| Industrial | XLI | -0.05% | -1.69% | -2.25% | -3.25% |
| Materials | XLB | 1.37% | 0.03% | 5.44% | 9.48% |
| Real Estate | XLRE | 2.95% | -2.44% | 0.27% | -11.0% |
| Technology | XLK | -5.69% | -3.17% | 2.66% | -1.82% |
| Utilities | XLU | 2.27% | -5.64% | -4.51% | -17.4% |
| Aerospace & Defense | XAR | -1.44% | -7.36% | -13.5% | -21.7% |
| Biotech | XBI | -1.01% | 1.56% | 12.0% | 8.80% |
| Homebuilder | XHB | -0.13% | 0.62% | 13.6% | 12.5% |
| Retail | XRT | 0.91% | -2.20% | 3.07% | 7.70% |