(DMBS) Doubleline Trust - Mortgage - Ratings and Ratios

Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US25861R4020

RMBS, Agency MBS, Non-Agency MBS, Residential Loans

Dividends

Dividend Yield 4.96%
Yield on Cost 5y 5.55%
Yield CAGR 5y 71.59%
Payout Consistency 100.0%
Payout Ratio -
Risk via 10d forecast
Volatility 3.43%
Value at Risk 5%th 5.78%
Relative Tail Risk 2.39%
Reward TTM
Sharpe Ratio 0.44
Alpha 2.39
CAGR/Max DD 0.53
Character TTM
Hurst Exponent 0.348
Beta 0.021
Beta Downside -0.001
Drawdowns 3y
Max DD 8.14%
Mean DD 1.84%
Median DD 1.51%

Description: DMBS Doubleline Trust - Mortgage October 25, 2025

The DoubleLine ETF Trust – Mortgage (NYSE ARCA: DMBS) is an actively managed, non-diversified ETF that allocates at least 80 % of its net assets (plus any investment-purpose borrowings) to investment-grade residential mortgage-backed securities (RMBS) and related mortgage instruments.

As an Intermediate Core Bond ETF, DMBS targets a portfolio duration of roughly 5-6 years, positioning it to benefit from a flattening yield curve while remaining sensitive to changes in the Federal Reserve’s policy rate. Recent data (Q3 2024) show the fund’s weighted-average coupon at ~4.2 % and a current distribution yield near 5.1 %.

Key drivers for DMBS’s performance include U.S. housing market health (new-home starts and mortgage delinquency rates), Fed policy expectations, and the supply of newly originated agency RMBS. A rise in mortgage delinquency rates above the historical 3 % baseline would materially increase credit risk, while a sustained decline in the 10-year Treasury yield would likely boost the fund’s price appreciation potential.

For a deeper dive into DMBS’s risk-adjusted performance metrics, you might explore the ValueRay platform.

What is the price of DMBS shares?

As of December 06, 2025, the stock is trading at USD 49.66 with a total of 37,366 shares traded.
Over the past week, the price has changed by -0.37%, over one month by +0.66%, over three months by +1.15% and over the past year by +6.40%.

Is DMBS a buy, sell or hold?

Doubleline Trust - Mortgage has no consensus analysts rating.

What are the forecasts/targets for the DMBS price?

Issuer Target Up/Down from current
Wallstreet Target Price - -
Analysts Target Price - -
ValueRay Target Price 55.3 11.4%

DMBS Fundamental Data Overview December 02, 2025

Market Cap USD = 656.0m (656.0m USD * 1.0 USD.USD)
Beta = 0.0
Revenue TTM = 0.0 USD
EBIT TTM = 0.0 USD
EBITDA TTM = 0.0 USD
Long Term Debt = unknown (none)
Short Term Debt = unknown (none)
Debt = unknown
Net Debt = unknown
Enterprise Value = 656.0m USD (656.0m + (null Debt) - (null CCE))
Interest Coverage Ratio = unknown (Ebit TTM 0.0 / Interest Expense TTM 0.0)
FCF Yield = 0.0% (FCF TTM 0.0 / Enterprise Value 656.0m)
FCF Margin = unknown (Revenue TTM is 0 or missing)
Net Margin = unknown
Gross Margin = unknown ((Revenue TTM 0.0 - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = unknown (Enterprise Value 656.0m / Total Assets none)
Interest Expense / Debt = unknown (Interest Expense 0.0 / Debt none)
Taxrate = 21.0% (US default 21%)
NOPAT = 0.0 (EBIT 0.0 * (1 - 21.00%))
Current Ratio = unknown (Total Current Assets none / Total Current Liabilities none)
Debt / Equity = unknown (Debt none)
Debt / EBITDA = unknown (Net Debt none / EBITDA 0.0)
Debt / FCF = unknown (Net Debt none / FCF TTM 0.0)
Total Stockholder Equity = 0.0 (from calculated bookValueOfEquity)
RoA = unknown (Net Income 0.0 / Total Assets none)
RoE = unknown (Net Income TTM 0.0 / Total Stockholder Equity 0.0)
RoCE = unknown (EBIT 0.0 / Capital Employed )
RoIC = unknown (NOPAT 0.0, Invested Capital 0.0, EBIT 0.0)
WACC = 6.09% (E(656.0m)/V(656.0m) * Re(6.09%) + (debt-free company))
Discount Rate = 6.09% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 8.05%
Fair Price DCF = unknown (Cash Flow 0.0)

Additional Sources for DMBS ETF

News: Wall Street Journal | Benzinga | Yahoo Finance
Tweets: X | Stocktwits
Fund Manager Positions: Dataroma | Stockcircle