Doubleline Shiller Enhanced Fund Manager Performance Evaluation
| DLEUX Fund | USD 11.51 0.02 0.17% |
The fund shows a Beta (market volatility) of 0.15, which means not very significant fluctuations relative to the market. As returns on the market increase, Doubleline Shiller's returns are expected to increase less than the market. However, during the bear market, the loss of holding Doubleline Shiller is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Over the last 90 days Doubleline Shiller Enhanced has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's basic indicators remain strong and the current disturbance on Wall Street may also be a sign of long term gains for the fund investors.
...more1 | Deluxe Corp Q2 2024 Earnings Call Highlights Navigating Revenue Challenges with ... - Yahoo Finance | 10/09/2024 |
2 | Deluxe Sets to Reveal Q3 2024 Financial Results in Investor Call DLX Stock News - StockTitan | 11/06/2024 |
| Expense Ratio Date | 29th of July 2022 | |
| Expense Ratio | 0.9100 |
Doubleline |
Doubleline Shiller Relative Risk vs. Return Landscape
If you would invest 1,251 in Doubleline Shiller Enhanced on September 2, 2024 and sell it today you would lose (100.00) from holding Doubleline Shiller Enhanced or give up 7.99% of portfolio value over 90 days. Doubleline Shiller Enhanced is currently producing negative expected returns and takes up 0.8991% volatility of returns over 90 trading days. Put another way, 8% of traded mutual funds are less volatile than Doubleline, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Doubleline Shiller Current Valuation
Fairly Valued
Today
Please note that Doubleline Shiller's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Doubleline Shiller shows a prevailing Real Value of $11.69 per share. The current price of the fund is $11.51. We determine the value of Doubleline Shiller from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Doubleline Shiller is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Doubleline Mutual Fund. However, Doubleline Shiller's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 11.51 | Real 11.69 | Hype 11.47 | Naive 11.68 |
The intrinsic value of Doubleline Shiller's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Doubleline Shiller's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Doubleline Shiller Enhanced helps investors to forecast how Doubleline mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Doubleline Shiller more accurately as focusing exclusively on Doubleline Shiller's fundamentals will not take into account other important factors: Doubleline Shiller Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Doubleline Shiller's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Doubleline Shiller Enhanced, and traders can use it to determine the average amount a Doubleline Shiller's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1403
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DLEUX |
Estimated Market Risk
| 0.9 actual daily | 8 92% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Doubleline Shiller is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Doubleline Shiller by adding Doubleline Shiller to a well-diversified portfolio.
Doubleline Shiller Fundamentals Growth
Doubleline Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Doubleline Shiller, and Doubleline Shiller fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Doubleline Mutual Fund performance.
| Total Asset | 10.3 M | ||||
About Doubleline Shiller Performance
Evaluating Doubleline Shiller's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Doubleline Shiller has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Doubleline Shiller has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The advisor seeks total return in excess of the benchmark index, the MSCI Europe Net Return USD Index, over a full market cycle. It will seek to use derivatives, or a combination of derivatives and direct investments, to provide a return that approximates the performance of the Shiller Barclays CAPE Europe Sector Net TR NoC USD Index . The index is currently composed of issuers in fifteen different countries, generally in Europe.Things to note about Doubleline Shiller performance evaluation
Checking the ongoing alerts about Doubleline Shiller for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Doubleline Shiller help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Doubleline Shiller generated a negative expected return over the last 90 days | |
| Latest headline from news.google.com: Deluxe Sets to Reveal Q3 2024 Financial Results in Investor Call DLX Stock News - StockTitan | |
| The fund generated three year return of -1.0% | |
| Doubleline Shiller retains about 14.04% of its assets under management (AUM) in fixed income securities |
- Analyzing Doubleline Shiller's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Doubleline Shiller's stock is overvalued or undervalued compared to its peers.
- Examining Doubleline Shiller's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Doubleline Shiller's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Doubleline Shiller's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Doubleline Shiller's mutual fund. These opinions can provide insight into Doubleline Shiller's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Doubleline Mutual Fund
Doubleline Shiller 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 Shiller security.
| Money Flow Index Determine momentum by analyzing Money Flow Index and other technical indicators | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Technical Analysis Check basic technical indicators and analysis based on most latest market data | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings |