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DoubleLine Total Return Bond Fund;I
Ranked 9 out of 35 in U.S. Mortgage Funds over 36 months
All calculations are in USD unless stated
The Fund seeks to maximize total return. Under normal circumstances, the Fund intends to invest at least 80% of its net assets in bonds, including debt securities and other fixed income instruments issued by various governmental or private-sector entities.
Managed by
sector performance
U.S. Mortgage Funds
| Rank | Fund Name | Currency | Return |
| 7 | Loomis Securitized Asset Fund;Institutional | USD | 6.1% |
| 8 | Catalyst/Stone Beach Income Opportunity Fund;I | USD | 5.8% |
| 9 | DoubleLine Total Return Bond Fund;I | USD | 5.6% |
| 10 | Sterling Capital Securitized Opportunities Fd;Inst | USD | 4.8% |
| 11 | Managed Acct Srs BlackRock US Mortgage Ptf;Inst | USD | 4.7% |
| Rank | Fund Name | Currency | Risk |
| 13 | Federated Fund for US Government Securities;A | USD | 1.9 |
| 14 | DoubleLine Total Return Bond Fund;I | USD | 1.9 |
| 15 | PIMCO Mortgage-Backed Securities Fund;Inst | USD | 1.9 |
| 15 | Loomis Securitized Asset Fund;Institutional | USD | 1.9 |
| Rank | Fund Name | Currency | Loss |
| 8 | Managed Acct Srs BlackRock US Mortgage Ptf;Inst | USD | -1.7% |
| 9 | Columbia Quality Income Fund;A | USD | -1.7% |
| 10 | PIMCO Mortgage-Backed Securities Fund;Inst | USD | -1.9% |
| 10 | DoubleLine Total Return Bond Fund;I | USD | -1.9% |
| 12 | Fidelity Mortgage Securities Fund;Mortgage Sec | USD | -1.9% |
Total Return
Month by Month Performance
Quarterly Performance
| to 30/09/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -0.5% | 0.4% | 0.2% | ||
| 2017 | 3.8% | 1.1% | 1.4% | 1.1% | 0.2% |
| 2016 | 2.2% | 1.8% | 1.4% | 0.8% | -1.8% |
| 2015 | 2.3% | 1.6% | -0.5% | 1.7% | -0.5% |
| 2014 | 6.7% | 2.4% | 2.1% | 0.8% | 1.4% |
| 2013 | 0.0% | 1.3% | -1.6% | 0.6% | -0.3% |
| 2012 | 9.2% | 3.0% | 1.7% | 3.5% | 0.8% |
| 2011 | 9.5% | 2.3% | 2.4% | 3.9% | 0.6% |
| 2010 | 6.2% | 1.6% |
Returns Vs Risk
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).