Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.
DoubleLine Low Duration Bond Fund;I
Ranked 7 out of 76 in Short Investment Grade Debt over 36 months
All calculations are in USD unless stated
The Fund seeks current income. The Fund seeks current income by investing principally in debt securities of any kind. The Fund will normally seek to construct an investment portfolio for the Fund with a dollar-weighted average effective duration of three years or less.
Managed by
sector performance
Short Investment Grade Debt
| Rank | Fund Name | Currency | Return |
| 5 | Semper Short Duration Fund;Institutional | USD | 6.2% |
| 6 | Lord Abbett Short Duration Income Fund;A | USD | 6.2% |
| 7 | DoubleLine Low Duration Bond Fund;I | USD | 5.8% |
| 8 | Vanguard Short-Term Investment-Grade Fund;Investor | USD | 5.6% |
| 8 | Virtus Newfleet Low Duration Income Fund;I | USD | 5.6% |
| Rank | Fund Name | Currency | Risk |
| 35 | DoubleLine Low Duration Bond Fund;I | USD | 0.8 |
| 35 | Western Asset Adjustable Rate Income Fund;C1 | USD | 0.8 |
| 35 | TD Short-Term Bond Fund;Institutional | USD | 0.8 |
| Rank | Fund Name | Currency | Loss |
| 4 | Fidelity Strategic Advisers Short Duration Fund | USD | -0.3% |
| 5 | DFA LWAS/DFA Two-Year Fixed Income Portfolio | USD | -0.3% |
| 6 | DoubleLine Low Duration Bond Fund;I | USD | -0.3% |
| 6 | Thornburg Low Duration Income Fund;I | USD | -0.3% |
| 8 | Metropolitan West Low Duration Bond Fund;M | USD | -0.3% |
| 8 | Pioneer Short Term Income Fund;Y | USD | -0.3% |
Total Return
Month by Month Performance
Quarterly Performance
| to 31/03/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 0.9% | ||||
| 2016 | 2.8% | 0.6% | 1.2% | 0.8% | 0.0% |
| 2015 | 1.1% | 0.7% | 0.4% | -0.1% | 0.0% |
| 2014 | 1.6% | 0.5% | 0.9% | 0.1% | 0.1% |
| 2013 | 1.5% | 0.6% | -0.3% | 0.7% | 0.6% |
| 2012 | 3.6% | 1.2% | 0.6% | 1.2% | 0.5% |
| 2011 | 1.2% |
Returns Vs Risk
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).