DBSCX vs. HICOX
Compare and contrast key facts about Doubleline Selective Credit Fund (DBSCX) and Colorado Bond Shares A Tax Exempt Fund (HICOX).
DBSCX is managed by DoubleLine. It was launched on Aug 3, 2014. HICOX is managed by Freedom Funds. It was launched on Jun 3, 1987.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DBSCX or HICOX.
Correlation
The correlation between DBSCX and HICOX is 0.34, 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. HICOX - Performance Comparison
Key characteristics
DBSCX:
2.83
HICOX:
2.26
DBSCX:
4.17
HICOX:
3.34
DBSCX:
1.56
HICOX:
1.52
DBSCX:
6.79
HICOX:
3.83
DBSCX:
15.22
HICOX:
12.92
DBSCX:
0.55%
HICOX:
0.52%
DBSCX:
2.96%
HICOX:
2.98%
DBSCX:
-14.12%
HICOX:
-8.07%
DBSCX:
-0.56%
HICOX:
-1.20%
Returns By Period
In the year-to-date period, DBSCX achieves a 0.14% return, which is significantly higher than HICOX's -0.41% return. Over the past 10 years, DBSCX has underperformed HICOX with an annualized return of 4.00%, while HICOX has yielded a comparatively higher 4.25% annualized return.
DBSCX
0.14%
0.38%
3.68%
8.38%
2.56%
4.00%
HICOX
-0.41%
-0.19%
2.54%
7.26%
3.78%
4.25%
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DBSCX vs. HICOX - Expense Ratio Comparison
DBSCX has a 0.05% expense ratio, which is lower than HICOX's 0.55% expense ratio.
Risk-Adjusted Performance
DBSCX vs. HICOX — Risk-Adjusted Performance Rank
DBSCX
HICOX
DBSCX vs. HICOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Doubleline Selective Credit Fund (DBSCX) and Colorado Bond Shares A Tax Exempt Fund (HICOX). 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. HICOX - Dividend Comparison
DBSCX's dividend yield for the trailing twelve months is around 7.09%, more than HICOX's 4.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DBSCX 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% |
HICOX Colorado Bond Shares A Tax Exempt Fund | 4.99% | 5.44% | 4.97% | 4.43% | 3.84% | 4.00% | 4.07% | 4.03% | 4.69% | 4.73% | 4.13% | 4.79% |
Drawdowns
DBSCX vs. HICOX - Drawdown Comparison
The maximum DBSCX drawdown since its inception was -14.12%, which is greater than HICOX's maximum drawdown of -8.07%. Use the drawdown chart below to compare losses from any high point for DBSCX and HICOX. For additional features, visit the drawdowns tool.
Volatility
DBSCX vs. HICOX - Volatility Comparison
The current volatility for Doubleline Selective Credit Fund (DBSCX) is 0.78%, while Colorado Bond Shares A Tax Exempt Fund (HICOX) has a volatility of 0.96%. This indicates that DBSCX experiences smaller price fluctuations and is considered to be less risky than HICOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.