(DFVE) DoubleLine Trust - Performance 4.3% in 12m
Compare DFVE with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?
Performance Rating
31.27%
#47 in Group
Rel. Strength
52.21%
#3803 in Universe
Total Return 12m
4.29%
#26 in Group
Total Return 5y
11.81%
#49 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 (4.3%) vs SPY (9.9%)
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. |
4.03% | 10.9% | 145% | - | - | - | - | - |
| WTV NYSE ARCA WisdomTree Trust |
3.64% | 11.7% | 143% | - | - | - | - | - |
| VUSE NYSE ARCA Vident Core U.S. Equity |
6.05% | 11% | 142% | - | - | - | - | - |
| RPV NYSE ARCA Invesco SP500 Pure Value |
3.35% | 7.13% | 128% | - | - | - | - | - |
| ONEY NYSE ARCA SPDR Russell 1000 Yield |
3.25% | 2.16% | 127% | - | - | - | - | - |
| PKW NASDAQ Invesco BuyBack Achievers |
6.29% | 9.27% | 125% | - | - | - | - | - |
| TPHD NYSE ARCA Timothy Plan High Dividend |
4.1% | 4.18% | 97.9% | - | - | - | - | - |
| RDIV NYSE ARCA Invesco S&P Ultra Dividend |
3.07% | 7.14% | 125% | - | - | - | - | - |
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 | 4.68% | 2.87% | 2.87% |
| 3 Months | -5.22% | -6.42% | -6.42% |
| 12 Months | 4.29% | 9.87% | 9.87% |
| 5 Years | 11.81% | 107.51% | 107.51% |
| Trend Score (consistency of price movement) | DFVE | SPY | S&P 500 |
| 1 Month | 93.6% | 89.4% | 89.4% |
| 3 Months | -78.7% | -72% | -72% |
| 12 Months | 37.1% | 49.3% | 49.3% |
| 5 Years | 62.8% | 84.1% | 84.1% |
| Relative Strength (compared with Indexes) | Rank in Peer Group | vs. SPY | vs. S&P 500 |
| 1 Month | #12 | 1.76% | 1.76% |
| 3 Month | #31 | 1.27% | 1.27% |
| 12 Month | #26 | -5.08% | -5.08% |
| 5 Years | #28 | -4.59% | -4.59% |
FAQs
Does DFVE DoubleLine Trust outperforms the market?
No,
over the last 12 months DFVE made 4.29%, while its related Sector, the SPDR SP500 Trust (SPY) made 9.87%.
Over the last 3 months DFVE made -5.22%, while SPY made -6.42%.
Over the last 3 months DFVE made -5.22%, while SPY made -6.42%.
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 | 1.17% | 1.81% | -1.69% | -5.58% |
| US NASDAQ 100 | QQQ | 0.92% | -0.03% | -2.10% | -7.03% |
| US Dow Jones Industrial 30 | DIA | 0.89% | 3.07% | -0.66% | -2.08% |
| German DAX 40 | DAX | -0.95% | -14.6% | -27.3% | -20.8% |
| Shanghai Shenzhen CSI 300 | CSI 300 | 0.51% | -1.59% | -0.92% | -1.34% |
| Hongkong Hang Seng | HSI | -2.35% | -11.5% | -11.2% | -7.80% |
| India NIFTY 50 | INDA | 3.56% | 2.40% | -3.59% | 1.96% |
| Brasil Bovespa | EWZ | -0.88% | -6.85% | -10.9% | 10.8% |
DFVE vs. Sectors DFVE is Over or Underperforming
| Symbol | 1w | 1m | 6m | 12m | |
|---|---|---|---|---|---|
| Communication Services | XLC | 0.99% | 1.01% | -7.87% | -16.0% |
| Consumer Discretionary | XLY | 0.25% | 1.17% | 0.50% | -9.76% |
| Consumer Staples | XLP | 1.54% | 2.66% | -8.60% | -3.27% |
| Energy | XLE | 0.19% | 4.60% | 4.31% | 14.1% |
| Financial | XLF | 0.54% | -0.89% | -7.57% | -17.2% |
| Health Care | XLV | 4.96% | 9.06% | 3.54% | 10.2% |
| Industrial | XLI | -0.40% | -2.70% | -2.67% | -5.70% |
| Materials | XLB | 1.18% | -0.03% | 2.36% | 10.3% |
| Real Estate | XLRE | 1.50% | -1.44% | -4.07% | -9.17% |
| Technology | XLK | 0.28% | -2.06% | 0.58% | -2.71% |
| Utilities | XLU | 0.13% | -0.94% | -9.46% | -11.6% |
| Aerospace & Defense | XAR | 0.66% | -4.66% | -11.0% | -20.9% |
| Biotech | XBI | 9.25% | 2.66% | 19.4% | 18.3% |
| Homebuilder | XHB | 1.61% | 1.61% | 11.9% | 14.0% |
| Retail | XRT | 1.02% | 1.09% | 4.60% | 8.61% |