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DBCMX vs. DLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DBCMX vs. DLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DoubleLine Strategic Commodity Fund (DBCMX) and DoubleLine Yield Opportunities Fund (DLY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DBCMX achieves a 29.36% return, which is significantly higher than DLY's -0.38% return.


DBCMX

1D
0.32%
1M
-0.85%
YTD
29.36%
6M
30.72%
1Y
37.84%
3Y*
12.44%
5Y*
9.83%
10Y*
7.08%

DLY

1D
-0.36%
1M
-1.37%
YTD
-0.38%
6M
0.15%
1Y
-2.54%
3Y*
9.10%
5Y*
2.07%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DBCMX vs. DLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DBCMX
DoubleLine Strategic Commodity Fund
29.36%6.10%0.45%-3.96%13.40%31.24%5.35%
DLY
DoubleLine Yield Opportunities Fund
-0.38%0.63%16.29%25.48%-23.08%8.56%-3.06%

Correlation

The correlation between DBCMX and DLY is -0.07, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.07

Correlation (3Y)
Calculated over the trailing 3-year period

0.01

Correlation (5Y)
Calculated over the trailing 5-year period

0.11

Correlation (All Time)
Calculated using the full available price history since Feb 27, 2020

0.14

The correlation between DBCMX and DLY shifts across timeframes, from -0.07 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.

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Return for Risk

DBCMX vs. DLY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DBCMX
DBCMX Risk / Return Rank: 8787
Overall Rank
DBCMX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
DBCMX Sortino Ratio Rank: 7878
Sortino Ratio Rank
DBCMX Omega Ratio Rank: 7777
Omega Ratio Rank
DBCMX Calmar Ratio Rank: 9797
Calmar Ratio Rank
DBCMX Martin Ratio Rank: 9797
Martin Ratio Rank

DLY
DLY Risk / Return Rank: 11
Overall Rank
DLY Sharpe Ratio Rank: 11
Sharpe Ratio Rank
DLY Sortino Ratio Rank: 11
Sortino Ratio Rank
DLY Omega Ratio Rank: 11
Omega Ratio Rank
DLY Calmar Ratio Rank: 11
Calmar Ratio Rank
DLY Martin Ratio Rank: 11
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DBCMX vs. DLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DoubleLine Strategic Commodity Fund (DBCMX) and DoubleLine Yield Opportunities Fund (DLY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


DBCMXDLYDifference
Sharpe ratioReturn per unit of total volatility

+3.15

Sortino ratioReturn per unit of downside risk

+4.12

Omega ratioGain probability vs. loss probability

1.50

0.95

+0.55

Calmar ratioReturn relative to maximum drawdown

7.09

-0.29

+7.38

Martin ratioReturn relative to average drawdown

26.68

-0.75

+27.43

DBCMX vs. DLY - Sharpe Ratio Comparison

The current DBCMX Sharpe Ratio is 2.84, which is higher than the DLY Sharpe Ratio of -0.32. The chart below compares the historical Sharpe Ratios of DBCMX and DLY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


DBCMXDLYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.84

-0.32

+3.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.60

0.15

+0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

Sharpe Ratio (All Time)

Calculated using the full available price history

0.53

0.18

+0.35

Drawdowns

DBCMX vs. DLY - Drawdown Comparison

The maximum DBCMX drawdown since its inception was -37.62%, which is greater than DLY's maximum drawdown of -28.61%. Use the drawdown chart below to compare losses from any high point for DBCMX and DLY.


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Drawdown Indicators


DBCMXDLYDifference

Max Drawdown

Largest peak-to-trough decline

-37.62%

-28.61%

-9.01%

Max Drawdown (1Y)

Largest decline over 1 year

-5.48%

-8.74%

+3.26%

Max Drawdown (3Y)

Largest decline over 3 years

-14.75%

-10.81%

-3.94%

Max Drawdown (5Y)

Largest decline over 5 years

-27.60%

-28.61%

+1.01%

Max Drawdown (10Y)

Largest decline over 10 years

-37.62%

Current Drawdown

Current decline from peak

-3.51%

-4.48%

+0.97%

Average Drawdown

Average peak-to-trough decline

-13.27%

-7.82%

-5.45%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.45%

3.40%

-1.95%

Volatility

DBCMX vs. DLY - Volatility Comparison

DoubleLine Strategic Commodity Fund (DBCMX) has a higher volatility of 5.92% compared to DoubleLine Yield Opportunities Fund (DLY) at 1.93%. This indicates that DBCMX's price experiences larger fluctuations and is considered to be riskier than DLY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBCMXDLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.92%

1.93%

+3.99%

Volatility (6M)

Calculated over the trailing 6-month period

12.23%

6.85%

+5.38%

Volatility (1Y)

Calculated over the trailing 1-year period

13.71%

8.09%

+5.62%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.33%

13.57%

+2.76%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.64%

15.05%

-0.41%

DBCMX vs. DLY - Expense Ratio Comparison

DBCMX has a 1.02% expense ratio, which is lower than DLY's 2.91% expense ratio.


Dividends

DBCMX vs. DLY - Dividend Comparison

DBCMX's dividend yield for the trailing twelve months is around 2.35%, less than DLY's 10.07% yield.


PositionTTM2025202420232022202120202019201820172016
DBCMX
DoubleLine Strategic Commodity Fund
2.35%3.04%2.89%3.30%46.88%13.53%0.00%1.04%1.21%5.23%0.51%
DLY
DoubleLine Yield Opportunities Fund
10.07%9.63%8.85%9.84%10.67%7.49%5.67%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DBCMX and DLY have a correlation of -0.07, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBCMX has higher volatility (5.92%) compared to DLY (1.93%). In terms of maximum drawdown, DBCMX dropped -37.62% vs DLY's -28.61%.

DBCMX currently has the higher Sharpe Ratio (2.84 vs -0.32), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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