DBSCX vs. BWDTX
Compare and contrast key facts about Doubleline Selective Credit Fund (DBSCX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX).
DBSCX is managed by DoubleLine. It was launched on Aug 3, 2014. BWDTX is managed by Boyd Watterson. It was launched on Jul 28, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBSCX or BWDTX.
Correlation
The correlation between DBSCX and BWDTX is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DBSCX vs. BWDTX - Performance Comparison
Key characteristics
DBSCX:
2.83
BWDTX:
4.25
DBSCX:
4.17
BWDTX:
6.96
DBSCX:
1.56
BWDTX:
2.04
DBSCX:
6.79
BWDTX:
9.61
DBSCX:
15.22
BWDTX:
30.41
DBSCX:
0.55%
BWDTX:
0.23%
DBSCX:
2.96%
BWDTX:
1.61%
DBSCX:
-14.12%
BWDTX:
-10.06%
DBSCX:
-0.56%
BWDTX:
0.00%
Returns By Period
In the year-to-date period, DBSCX achieves a 0.14% return, which is significantly lower than BWDTX's 0.41% return.
DBSCX
0.14%
0.38%
3.68%
8.38%
2.56%
4.00%
BWDTX
0.41%
0.52%
2.89%
6.86%
3.90%
N/A
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DBSCX vs. BWDTX - Expense Ratio Comparison
DBSCX has a 0.05% expense ratio, which is lower than BWDTX's 0.40% expense ratio.
Risk-Adjusted Performance
DBSCX vs. BWDTX — Risk-Adjusted Performance Rank
DBSCX
BWDTX
DBSCX vs. BWDTX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Doubleline Selective Credit Fund (DBSCX) and Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX). 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.
Dividends
DBSCX vs. BWDTX - Dividend Comparison
DBSCX's dividend yield for the trailing twelve months is around 7.09%, more than BWDTX's 5.74% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Doubleline Selective Credit Fund | 7.09% | 7.10% | 6.77% | 6.68% | 4.68% | 4.67% | 6.05% | 7.45% | 9.04% | 9.75% | 9.53% | 2.40% |
Boyd Watterson Limited Duration Enhanced Income Fund | 5.74% | 5.77% | 5.51% | 3.77% | 2.97% | 3.18% | 3.47% | 4.17% | 2.90% | 1.35% | 0.00% | 0.00% |
Drawdowns
DBSCX vs. BWDTX - Drawdown Comparison
The maximum DBSCX drawdown since its inception was -14.12%, which is greater than BWDTX's maximum drawdown of -10.06%. Use the drawdown chart below to compare losses from any high point for DBSCX and BWDTX. For additional features, visit the drawdowns tool.
Volatility
DBSCX vs. BWDTX - Volatility Comparison
Doubleline Selective Credit Fund (DBSCX) has a higher volatility of 0.78% compared to Boyd Watterson Limited Duration Enhanced Income Fund (BWDTX) at 0.55%. This indicates that DBSCX's price experiences larger fluctuations and is considered to be riskier than BWDTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.