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DLENX vs. DLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

DLENX vs. DLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in DoubleLine Emerging Markets Fixed Income Fund Class N (DLENX) 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, DLENX achieves a 1.61% return, which is significantly higher than DLY's -0.70% return.


DLENX

1D
-0.11%
1M
1.12%
YTD
1.61%
6M
1.61%
1Y
5.88%
3Y*
7.75%
5Y*
1.76%
10Y*
3.58%

DLY

1D
0.07%
1M
-0.68%
YTD
-0.70%
6M
-0.15%
1Y
-2.21%
3Y*
8.13%
5Y*
1.85%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

DLENX vs. DLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
DLENX
DoubleLine Emerging Markets Fixed Income Fund Class N
1.61%8.11%7.92%9.36%-15.50%1.71%2.39%
DLY
DoubleLine Yield Opportunities Fund
-0.70%0.63%16.29%25.48%-23.08%8.56%-1.90%

Correlation

The correlation between DLENX and DLY is 0.31, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.31

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

0.27

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

0.29

Correlation (All Time)
Calculated using the full available price history since Feb 26, 2020

0.27

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Return for Risk

DLENX vs. DLY — Risk / Return Rank

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

DLENX
DLENX Risk / Return Rank: 8686
Overall Rank
DLENX Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
DLENX Sortino Ratio Rank: 9494
Sortino Ratio Rank
DLENX Omega Ratio Rank: 9494
Omega Ratio Rank
DLENX Calmar Ratio Rank: 7575
Calmar Ratio Rank
DLENX Martin Ratio Rank: 7272
Martin Ratio Rank

DLY
DLY Risk / Return Rank: 22
Overall Rank
DLY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
DLY Sortino Ratio Rank: 11
Sortino Ratio Rank
DLY Omega Ratio Rank: 11
Omega Ratio Rank
DLY Calmar Ratio Rank: 22
Calmar Ratio Rank
DLY Martin Ratio Rank: 22
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.

DLENX vs. DLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for DoubleLine Emerging Markets Fixed Income Fund Class N (DLENX) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DLENXDLYDifference
Sharpe ratioReturn per unit of total volatility

+3.33

Sortino ratioReturn per unit of downside risk

+4.85

Omega ratioGain probability vs. loss probability

1.69

0.96

+0.73

Calmar ratioReturn relative to maximum drawdown

3.23

-0.25

+3.48

Martin ratioReturn relative to average drawdown

12.84

-0.62

+13.46

DLENX vs. DLY - Sharpe Ratio Comparison

The current DLENX Sharpe Ratio is 3.06, which is higher than the DLY Sharpe Ratio of -0.27. The chart below compares the historical Sharpe Ratios of DLENX 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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Drawdowns

DLENX vs. DLY - Drawdown Comparison

The maximum DLENX drawdown since its inception was -25.64%, smaller than the maximum DLY drawdown of -28.61%. Use the drawdown chart below to compare losses from any high point for DLENX and DLY.


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Drawdown Indicators


DLENXDLYDifference

Max Drawdown

Largest peak-to-trough decline

-25.64%

-28.61%

+2.97%

Max Drawdown (1Y)

Largest decline over 1 year

-1.83%

-8.74%

+6.91%

Max Drawdown (3Y)

Largest decline over 3 years

-4.58%

-10.81%

+6.23%

Max Drawdown (5Y)

Largest decline over 5 years

-25.64%

-28.61%

+2.97%

Max Drawdown (10Y)

Largest decline over 10 years

-25.64%

Current Drawdown

Current decline from peak

-0.11%

-4.79%

+4.68%

Average Drawdown

Average peak-to-trough decline

-3.60%

-7.79%

+4.19%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.46%

3.56%

-3.10%

Volatility

DLENX vs. DLY - Volatility Comparison

The current volatility for DoubleLine Emerging Markets Fixed Income Fund Class N (DLENX) is 0.55%, while DoubleLine Yield Opportunities Fund (DLY) has a volatility of 1.62%. This indicates that DLENX experiences smaller price fluctuations and is considered to be less risky 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


DLENXDLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

0.55%

1.62%

-1.07%

Volatility (6M)

Calculated over the trailing 6-month period

1.48%

6.87%

-5.39%

Volatility (1Y)

Calculated over the trailing 1-year period

1.93%

8.14%

-6.21%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

4.55%

13.58%

-9.03%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.65%

15.00%

-10.35%

DLENX vs. DLY - Expense Ratio Comparison

DLENX has a 1.18% expense ratio, which is lower than DLY's 2.91% expense ratio.


Dividends

DLENX vs. DLY - Dividend Comparison

DLENX's dividend yield for the trailing twelve months is around 5.30%, less than DLY's 10.18% yield.


PositionTTM20252024202320222021202020192018201720162015
DLENX
DoubleLine Emerging Markets Fixed Income Fund Class N
5.30%5.33%5.71%5.29%4.49%3.74%4.11%4.49%3.57%4.07%4.29%4.94%
DLY
DoubleLine Yield Opportunities Fund
10.18%9.63%8.85%9.84%10.67%7.49%5.67%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


DLENX and DLY have a correlation of 0.31, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DLY has higher volatility (1.62%) compared to DLENX (0.55%). In terms of maximum drawdown, DLENX dropped -25.64% vs DLY's -28.61%.

DLENX currently has the higher Sharpe Ratio (3.06 vs -0.27), 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.

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