Doubleline Floating Financial Statements From 2010 to 2024
| DBFRX Fund | USD 9.06 0.01 0.11% |
Check Doubleline Floating financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Doubleline Floating's main balance sheet or income statement drivers, such as , as well as many indicators such as . Doubleline financial statements analysis is a perfect complement when working with Doubleline Floating Valuation or Volatility modules.
Doubleline |
Doubleline Floating Rate Mutual Fund Three Year Return Analysis
Doubleline Floating's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Doubleline Floating Three Year Return | 5.45 % |
Most of Doubleline Floating's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Doubleline Floating Rate is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
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Based on the latest financial disclosure, Doubleline Floating Rate has a Three Year Return of 5.4535%. This is much higher than that of the DoubleLine family and significantly higher than that of the Bank Loan category. The three year return for all United States funds is notably lower than that of the firm.
Doubleline Floating Rate Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Doubleline Floating's current stock value. Our valuation model uses many indicators to compare Doubleline Floating value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Doubleline Floating competition to find correlations between indicators driving Doubleline Floating's intrinsic value. More Info.Doubleline Floating Rate is rated # 2 fund in annual yield among similar funds. It also is rated # 2 fund in year to date return among similar funds creating about 26,576 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Doubleline Floating's earnings, one of the primary drivers of an investment's value.About Doubleline Floating Financial Statements
Doubleline Floating investors use historical fundamental indicators, such as Doubleline Floating's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Doubleline Floating. Please read more on our technical analysis and fundamental analysis pages.
The fund normally will invest at least 80 percent of its net assets in floating rate loans and other floating rate investments. The adviser expects that many or all of the funds investments will be rated below investment grade or unrated but of comparable credit quality. It may invest in securities of stressed, distressed, and defaulted issuers .
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Doubleline Mutual Fund
Doubleline Floating financial ratios help investors to determine whether Doubleline Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Doubleline with respect to the benefits of owning Doubleline Floating security.
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