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DoubleLine Total Return Bond Fund;I
Ranked 8 out of 34 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 |
| 6 | PIMCO Mortgage-Backed Securities Fund;Inst | USD | 7.0% |
| 7 | Principal Real Estate Debt Income Fund;Inst | USD | 6.6% |
| 8 | DoubleLine Total Return Bond Fund;I | USD | 6.2% |
| 9 | Western Asset Mortgage Backed Securities Fund;A | USD | 5.8% |
| 10 | Catalyst/Stone Beach Income Opportunity Fund;I | USD | 5.7% |
| Rank | Fund Name | Currency | Risk |
| 6 | Access Capital Community Investment Fund;I | USD | 1.9 |
| 7 | Managed Acct Srs BlackRock US Mortgage Ptf;Inst | USD | 1.9 |
| 8 | DoubleLine Total Return Bond Fund;I | USD | 1.9 |
| 9 | Federated Government Income Trust;Institutional | USD | 1.9 |
| 10 | AMG Managers Amundi Intermediate Government Fund;N | USD | 2.0 |
| Rank | Fund Name | Currency | Loss |
| 7 | Managed Acct Srs BlackRock US Mortgage Ptf;Inst | USD | -1.7% |
| 8 | Columbia Quality Income Fund;A | USD | -1.7% |
| 9 | PIMCO Mortgage-Backed Securities Fund;Inst | USD | -1.9% |
| 9 | DoubleLine Total Return Bond Fund;I | USD | -1.9% |
| 11 | Fidelity Mortgage Securities Fund;Mortgage Sec | USD | -2.0% |
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).