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DoubleLine Floating Rate Fund (DBFRX) Sharpe Ratio

Sharpe ratio is not yet available for DBFRX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares DoubleLine Floating Rate Fund's Sharpe Ratio with other mutual funds in the Bank Loan category across multiple time periods, showing how DBFRX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Apr 4, 2026.


SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
CAPIXCalamos Aksia Alternative Credit and Income Fund Class I8.25
RCRIXRiverPark Floating Rate CMBS Fund3.22
PYFRXPayden Floating Rate Fund2.92
XPTFXFederated Hermes Project and Trade Finance Tender Fund2.50
DFLYXBNY Mellon Floating Rate Income Fund2.40
PLFRXPacific Funds Floating Rate Income2.08
SAMBXVirtus Seix Floating Rate High Income Fund1.99
DFRTXDWS Floating Rate Fund1.96
FRFZXPGIM Floating Rate Income Fund1.95
RPIFXT. Rowe Price Institutional Floating Rate Fund1.93
DBFRXDoubleLine Floating Rate Fund

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows DBFRX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when DBFRX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.


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