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DBLFX vs. COP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DBLFX vs. COP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DoubleLine Core Fixed Income Fund (DBLFX) and ConocoPhillips Company (COP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, DBLFX achieves a 0.02% return, which is significantly lower than COP's 29.12% return. Over the past 10 years, DBLFX has underperformed COP with an annualized return of 2.04%, while COP has yielded a comparatively higher 13.90% annualized return.


DBLFX

1D
0.11%
1M
0.37%
YTD
0.02%
6M
0.06%
1Y
5.08%
3Y*
4.66%
5Y*
0.68%
10Y*
2.04%

COP

1D
1.87%
1M
-3.98%
YTD
29.12%
6M
31.65%
1Y
39.91%
3Y*
8.69%
5Y*
18.95%
10Y*
13.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DBLFX vs. COP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DBLFX
DoubleLine Core Fixed Income Fund
0.02%7.54%3.04%6.44%-12.76%-0.34%5.61%7.99%-0.01%4.66%
COP
ConocoPhillips Company
29.12%-2.34%-12.02%1.98%71.69%86.60%-36.04%6.63%15.63%11.95%

Correlation

The correlation between DBLFX and COP is -0.27, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.27

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

-0.12

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

-0.12

Correlation (10Y)
Calculated over the trailing 10-year period

-0.16

Correlation (All Time)
Calculated using the full available price history since Jun 2, 2010

-0.19

The correlation between DBLFX and COP shifts across timeframes, from -0.27 (1 year) to -0.12 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

DBLFX vs. COP — Risk / Return Rank

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

DBLFX
DBLFX Risk / Return Rank: 2323
Overall Rank
DBLFX Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
DBLFX Sortino Ratio Rank: 2525
Sortino Ratio Rank
DBLFX Omega Ratio Rank: 2424
Omega Ratio Rank
DBLFX Calmar Ratio Rank: 2222
Calmar Ratio Rank
DBLFX Martin Ratio Rank: 2020
Martin Ratio Rank

COP
COP Risk / Return Rank: 7676
Overall Rank
COP Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
COP Sortino Ratio Rank: 7373
Sortino Ratio Rank
COP Omega Ratio Rank: 6969
Omega Ratio Rank
COP Calmar Ratio Rank: 8080
Calmar Ratio Rank
COP Martin Ratio Rank: 7878
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.

DBLFX vs. COP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DoubleLine Core Fixed Income Fund (DBLFX) and ConocoPhillips Company (COP). 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.


DBLFXCOPDifference
Sharpe ratioReturn per unit of total volatility

+0.03

Sortino ratioReturn per unit of downside risk

+0.15

Omega ratioGain probability vs. loss probability

1.25

1.22

+0.03

Calmar ratioReturn relative to maximum drawdown

1.75

2.69

-0.94

Martin ratioReturn relative to average drawdown

5.31

6.13

-0.82

DBLFX vs. COP - Sharpe Ratio Comparison

The current DBLFX Sharpe Ratio is 1.40, which is comparable to the COP Sharpe Ratio of 1.37. The chart below compares the historical Sharpe Ratios of DBLFX and COP, 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


DBLFXCOPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.40

1.37

+0.03

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.13

0.58

-0.45

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.37

+0.11

Sharpe Ratio (All Time)

Calculated using the full available price history

0.87

0.23

+0.64

Drawdowns

DBLFX vs. COP - Drawdown Comparison

The maximum DBLFX drawdown since its inception was -17.09%, smaller than the maximum COP drawdown of -84.55%. Use the drawdown chart below to compare losses from any high point for DBLFX and COP.


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Drawdown Indicators


DBLFXCOPDifference

Max Drawdown

Largest peak-to-trough decline

-17.09%

-84.55%

+67.46%

Max Drawdown (1Y)

Largest decline over 1 year

-2.92%

-14.90%

+11.98%

Max Drawdown (3Y)

Largest decline over 3 years

-6.05%

-36.19%

+30.14%

Max Drawdown (5Y)

Largest decline over 5 years

-17.09%

-36.19%

+19.10%

Max Drawdown (10Y)

Largest decline over 10 years

-17.09%

-70.66%

+53.57%

Current Drawdown

Current decline from peak

-1.59%

-10.36%

+8.77%

Average Drawdown

Average peak-to-trough decline

-2.57%

-25.49%

+22.92%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.96%

6.53%

-5.57%

Volatility

DBLFX vs. COP - Volatility Comparison

The current volatility for DoubleLine Core Fixed Income Fund (DBLFX) is 1.39%, while ConocoPhillips Company (COP) has a volatility of 8.92%. This indicates that DBLFX experiences smaller price fluctuations and is considered to be less risky than COP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DBLFXCOPDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.39%

8.92%

-7.53%

Volatility (6M)

Calculated over the trailing 6-month period

2.71%

22.81%

-20.10%

Volatility (1Y)

Calculated over the trailing 1-year period

3.66%

29.27%

-25.61%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.24%

32.72%

-27.48%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.29%

37.67%

-33.38%

Dividends

DBLFX vs. COP - Dividend Comparison

DBLFX's dividend yield for the trailing twelve months is around 4.81%, more than COP's 2.77% yield.


PositionTTM20252024202320222021202020192018201720162015
COP
ConocoPhillips Company
2.77%3.40%3.35%3.37%4.23%2.70%4.23%2.05%1.86%1.93%1.99%6.30%
DBLFX
DoubleLine Core Fixed Income Fund
4.81%4.87%5.22%4.66%3.99%3.12%3.17%3.42%3.35%2.90%2.95%3.59%

Frequently Asked Questions


DBLFX and COP have a correlation of -0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COP has higher volatility (8.92%) compared to DBLFX (1.39%). In terms of maximum drawdown, DBLFX dropped -17.09% vs COP's -84.55%.

DBLFX currently has the higher Sharpe Ratio (1.40 vs 1.37), 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

Find the right allocation for DBLFX and COP

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