DBLTX vs. WTIBX
Compare and contrast key facts about DoubleLine Total Return Bond Fund Class I (DBLTX) and Segall Bryant & Hamill Plus Bond Fund (WTIBX).
DBLTX is managed by DoubleLine. It was launched on Apr 6, 2010. WTIBX is managed by Segall Bryant & Hamill. It was launched on Jun 1, 1988.
Performance
DBLTX vs. WTIBX - Performance Comparison
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DBLTX vs. WTIBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DBLTX DoubleLine Total Return Bond Fund Class I | -0.54% | 8.05% | 3.08% | 5.34% | -12.56% | 0.24% | 4.13% | 5.81% | 1.76% | 3.80% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | -0.28% | 7.38% | 1.99% | 7.47% | -13.13% | -0.58% | 8.49% | 8.80% | -0.17% | 4.74% |
Returns By Period
In the year-to-date period, DBLTX achieves a -0.54% return, which is significantly lower than WTIBX's -0.28% return. Over the past 10 years, DBLTX has underperformed WTIBX with an annualized return of 1.80%, while WTIBX has yielded a comparatively higher 2.34% annualized return.
DBLTX
- 1D
- -0.34%
- 1M
- -2.00%
- YTD
- -0.54%
- 6M
- 0.55%
- 1Y
- 3.79%
- 3Y*
- 4.14%
- 5Y*
- 0.70%
- 10Y*
- 1.80%
WTIBX
- 1D
- 0.21%
- 1M
- -1.77%
- YTD
- -0.28%
- 6M
- 0.65%
- 1Y
- 4.09%
- 3Y*
- 4.24%
- 5Y*
- 0.80%
- 10Y*
- 2.34%
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DBLTX vs. WTIBX - Expense Ratio Comparison
DBLTX has a 0.50% expense ratio, which is lower than WTIBX's 0.55% expense ratio.
Return for Risk
DBLTX vs. WTIBX — Risk / Return Rank
DBLTX
WTIBX
DBLTX vs. WTIBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Total Return Bond Fund Class I (DBLTX) and Segall Bryant & Hamill Plus Bond Fund (WTIBX). 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.
| DBLTX | WTIBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 1.01 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.43 | 1.42 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.18 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 1.51 | 0.00 |
Martin ratioReturn relative to average drawdown | 4.43 | 4.81 | -0.38 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DBLTX | WTIBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 1.01 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.13 | 0.14 | -0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.50 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.03 | -0.12 |
Correlation
The correlation between DBLTX and WTIBX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DBLTX vs. WTIBX - Dividend Comparison
DBLTX's dividend yield for the trailing twelve months is around 4.44%, more than WTIBX's 3.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBLTX DoubleLine Total Return Bond Fund Class I | 4.44% | 4.86% | 5.03% | 4.35% | 3.86% | 3.12% | 3.39% | 3.66% | 3.74% | 3.65% | 3.72% | 4.11% |
WTIBX Segall Bryant & Hamill Plus Bond Fund | 3.82% | 4.11% | 4.04% | 3.66% | 3.23% | 3.08% | 3.95% | 3.95% | 3.55% | 3.50% | 3.43% | 3.55% |
Drawdowns
DBLTX vs. WTIBX - Drawdown Comparison
The maximum DBLTX drawdown since its inception was -16.49%, smaller than the maximum WTIBX drawdown of -17.72%. Use the drawdown chart below to compare losses from any high point for DBLTX and WTIBX.
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Drawdown Indicators
| DBLTX | WTIBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.49% | -17.72% | +1.23% |
Max Drawdown (1Y)Largest decline over 1 year | -2.88% | -3.00% | +0.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.49% | -17.72% | +1.23% |
Max Drawdown (10Y)Largest decline over 10 years | -16.49% | -17.72% | +1.23% |
Current DrawdownCurrent decline from peak | -2.54% | -2.27% | -0.27% |
Average DrawdownAverage peak-to-trough decline | -2.38% | -1.95% | -0.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.94% | +0.04% |
Volatility
DBLTX vs. WTIBX - Volatility Comparison
DoubleLine Total Return Bond Fund Class I (DBLTX) has a higher volatility of 1.70% compared to Segall Bryant & Hamill Plus Bond Fund (WTIBX) at 1.61%. This indicates that DBLTX's price experiences larger fluctuations and is considered to be riskier than WTIBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DBLTX | WTIBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.70% | 1.61% | +0.09% |
Volatility (6M)Calculated over the trailing 6-month period | 2.64% | 2.59% | +0.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.23% | 4.31% | -0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.56% | 5.61% | -0.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.38% | 4.65% | -0.27% |