DLSNX vs. VFSTX
Compare and contrast key facts about DoubleLine Low Duration Bond Fund Class N (DLSNX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX).
DLSNX is an actively managed fund by DoubleLine. It was launched on Sep 30, 2011. VFSTX is managed by Vanguard. It was launched on Oct 29, 1982.
Performance
DLSNX vs. VFSTX - Performance Comparison
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DLSNX vs. VFSTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DLSNX DoubleLine Low Duration Bond Fund Class N | 0.32% | 5.49% | 5.06% | 6.50% | -3.04% | 0.56% | 1.76% | 4.47% | 1.15% | 2.30% |
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | -0.40% | 6.75% | 4.98% | 6.06% | -5.84% | -0.70% | 5.16% | 5.75% | 0.87% | 2.02% |
Returns By Period
In the year-to-date period, DLSNX achieves a 0.32% return, which is significantly higher than VFSTX's -0.40% return. Both investments have delivered pretty close results over the past 10 years, with DLSNX having a 2.61% annualized return and VFSTX not far behind at 2.49%.
DLSNX
- 1D
- 0.10%
- 1M
- -0.52%
- YTD
- 0.32%
- 6M
- 1.41%
- 1Y
- 4.24%
- 3Y*
- 5.15%
- 5Y*
- 2.86%
- 10Y*
- 2.61%
VFSTX
- 1D
- 0.19%
- 1M
- -1.42%
- YTD
- -0.40%
- 6M
- 0.73%
- 1Y
- 4.26%
- 3Y*
- 5.14%
- 5Y*
- 2.21%
- 10Y*
- 2.49%
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DLSNX vs. VFSTX - Expense Ratio Comparison
DLSNX has a 0.70% expense ratio, which is higher than VFSTX's 0.20% expense ratio.
Return for Risk
DLSNX vs. VFSTX — Risk / Return Rank
DLSNX
VFSTX
DLSNX vs. VFSTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Low Duration Bond Fund Class N (DLSNX) and Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX). 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.
| DLSNX | VFSTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.40 | 1.90 | +1.50 |
Sortino ratioReturn per unit of downside risk | 5.53 | 3.11 | +2.42 |
Omega ratioGain probability vs. loss probability | 1.90 | 1.42 | +0.48 |
Calmar ratioReturn relative to maximum drawdown | 6.10 | 2.90 | +3.20 |
Martin ratioReturn relative to average drawdown | 27.65 | 11.78 | +15.87 |
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
| DLSNX | VFSTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.40 | 1.90 | +1.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.05 | 0.75 | +1.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.01 | 1.02 | -1.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.01 | 1.51 | -1.49 |
Correlation
The correlation between DLSNX and VFSTX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DLSNX vs. VFSTX - Dividend Comparison
DLSNX's dividend yield for the trailing twelve months is around 3.96%, less than VFSTX's 4.20% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DLSNX DoubleLine Low Duration Bond Fund Class N | 3.96% | 4.40% | 4.85% | 4.25% | 2.24% | 1.47% | 2.12% | 2.96% | 2.67% | 2.18% | 2.27% | 2.22% |
VFSTX Vanguard Short-Term Investment-Grade Fund Investor Shares | 4.20% | 4.48% | 4.06% | 3.05% | 1.93% | 1.70% | 2.24% | 2.83% | 2.68% | 2.00% | 2.04% | 1.99% |
Drawdowns
DLSNX vs. VFSTX - Drawdown Comparison
The maximum DLSNX drawdown since its inception was -86.56%, which is greater than VFSTX's maximum drawdown of -9.35%. Use the drawdown chart below to compare losses from any high point for DLSNX and VFSTX.
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Drawdown Indicators
| DLSNX | VFSTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.56% | -9.35% | -77.21% |
Max Drawdown (1Y)Largest decline over 1 year | -0.72% | -1.71% | +0.99% |
Max Drawdown (5Y)Largest decline over 5 years | -4.91% | -9.35% | +4.44% |
Max Drawdown (10Y)Largest decline over 10 years | -86.56% | -9.35% | -77.21% |
Current DrawdownCurrent decline from peak | -83.09% | -1.42% | -81.67% |
Average DrawdownAverage peak-to-trough decline | -50.17% | -1.12% | -49.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.16% | 0.42% | -0.26% |
Volatility
DLSNX vs. VFSTX - Volatility Comparison
The current volatility for DoubleLine Low Duration Bond Fund Class N (DLSNX) is 0.45%, while Vanguard Short-Term Investment-Grade Fund Investor Shares (VFSTX) has a volatility of 0.75%. This indicates that DLSNX experiences smaller price fluctuations and is considered to be less risky than VFSTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DLSNX | VFSTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.45% | 0.75% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 0.81% | 1.49% | -0.68% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.27% | 2.51% | -1.24% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.40% | 2.94% | -1.54% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 203.30% | 2.46% | +200.84% |