Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DLREX (DoubleLine Colony Enhanced Real Estate Income Fund) | NA | -8.85% | -1.36% | NA | NA | NA | NA | … | … |
Data as of 11/03/2023, Common starting date is 12/17/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DLREX (DoubleLine Colony Enhanced Real Estate Income Fund) | 12/17/2018 | 11/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.01 | -8.85 | -1.36 | NA | NA | NA | NA | … | … | -12.79 | -30.27 | 49.94 | -10.62 | 26.55 | -3.17 |
| Sharpe Ratio | NA | -0.64 | -0.15 | NA | NA | NA | NA | … | … | -1.04 | -1.24 | 3.28 | -0.24 | 1.92 | -2.06 |
| Standard Deviation(%) | NA | 20.47 | 20.25 | NA | NA | NA | NA | … | … | 18.68 | 25.66 | 15.22 | 45.58 | 13.11 | 29.58 |
| Draw Down(%) | NA | 24.20 | 39.92 | NA | NA | NA | NA | … | … | 24.20 | 36.42 | 9.01 | 46.71 | 7.62 | 7.00 |
| Yield(%) | 0.00 | 4.85 | 4.56 | 3.74 | 1.87 | 1.25 | 0.94 | … | … | 3.95 | 1.65 | 6.85 | 1.45 | 3.76 | 0.13 |
Data as of 11/03/2023, Common starting date is 12/17/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLREX (DoubleLine Colony Enhanced Real Estate Income Fund) |
-3.46%
Sep 2019 – Sep 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DLREX (DoubleLine Colony Enhanced Real Estate Income Fund) |
11.92%
Jan 2019 – Jan 2022 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart