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DoubleLine Long Duration Total Return Bond Fund;I

Ranked 113 out of 113 in Core Bond Funds over 36 months

All calculations are in USD unless stated

The Fund seeks to provide long-term total return. The Fund seeks current income by investing principally in debt securities of any kind. Under normal circumstances, the Adviser expects to construct an investment portfolio for the Fund with a dollar-weighted average effective duration of at least 10 years.

sector performance

Core Bond Funds
Rank Fund Name Currency Loss
109 Cavanal Hill Bond Fund;No-Load Inv USD -3.7%
110 AMG GW&K Core Bond Fund;I USD -4.0%
111 Miller Intermediate Bond Fund;I USD -4.4%
112 Putnam Income Fund;A USD -5.4%
113 DoubleLine Long Duration Total Return Bond Fund;I USD -10.3%
View full league table

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.7% 1.8% 3.0% 0.3% 1.4%
2016 1.7% 6.6% 5.6% 0.5% -10.1%
2015 1.1% 4.9% -6.1% 4.6% -1.9%

Returns Vs Risk

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).

Registered For Sale In

  1. United States

Fund Info

  • Launch date15/12/2014
  • Share Class size52Mn
  • Base currencyUSD
  • ISINUS2586207498

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment100

Charges

  • Annual management0.39%