DSL vs. MO
DSL (DoubleLine Income Solutions Fund) is High Yield Bonds fund managed by DoubleLine, while MO (Altria Group, Inc.) is a stock. Over the past 10 years, DSL returned 4.86%/yr vs 7.21%/yr for MO. Their 0.14 correlation means their historical movements had little consistent relationship.
Performance
DSL vs. MO - Performance Comparison
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Returns By Period
In the year-to-date period, DSL achieves a 1.45% return, which is significantly lower than MO's 22.29% return. Over the past 10 years, DSL has underperformed MO with an annualized return of 4.86%, while MO has yielded a comparatively higher 7.21% annualized return.
DSL
- 1D
- -0.28%
- 1M
- -2.10%
- 6M
- -1.37%
- YTD
- 1.45%
- 1Y
- -1.01%
- 3Y*
- 7.37%
- 5Y*
- 1.14%
- 10Y*
- 4.86%
- ALL TIME*
- 3.86%
MO
- 1D
- 0.57%
- 1M
- -6.02%
- 6M
- 13.75%
- YTD
- 22.29%
- 1Y
- 18.10%
- 3Y*
- 23.87%
- 5Y*
- 15.92%
- 10Y*
- 7.21%
- ALL TIME*
- 17.80%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $5.15M | $6.19M | $5.58M | |
| $637.73M | $559.86M | $594.92M |
DSL vs. MO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSL DoubleLine Income Solutions Fund | 1.45% | -0.01% | 15.00% | 23.41% | -22.61% | 7.39% | -6.49% | 25.10% | -6.04% | 16.39% |
MO Altria Group, Inc. | 22.29% | 18.17% | 40.76% | -3.70% | 4.37% | 24.18% | -10.21% | 7.87% | -27.14% | 9.45% |
Correlation
The correlation between DSL and MO is -0.11, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.03 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.07 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.14 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2013 | 0.14 |
The correlation between DSL and MO shifts across timeframes, from -0.11 (1 year) to 0.14 (all time), reflecting how their relationship changes across market environments.
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Return for Risk
DSL vs. MO — Risk / Return Rank
DSL
MO
DSL vs. MO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DoubleLine Income Solutions Fund (DSL) and Altria Group, Inc. (MO). 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.
| DSL | MO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.20 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.15 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | -0.13 | 1.09 | -1.22 |
| Martin ratioReturn relative to average drawdown | -0.24 | 2.71 | -2.95 |
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Drawdowns
DSL vs. MO - Drawdown Comparison
The maximum DSL drawdown since its inception was -49.51%, smaller than the maximum MO drawdown of -65.43%. Use the drawdown chart below to compare losses from any high point for DSL and MO.
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Drawdown Indicators
| DSL | MO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.51% | -65.43% | +15.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.16% | -16.40% | +5.24% |
Max Drawdown (3Y)Largest decline over 3 years | -14.43% | -16.40% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -34.18% | -25.83% | -8.35% |
Max Drawdown (10Y)Largest decline over 10 years | -49.51% | -53.69% | +4.18% |
Current DrawdownCurrent decline from peak | -6.31% | -8.80% | +2.49% |
Average DrawdownAverage peak-to-trough decline | -8.70% | -11.90% | +3.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.99% | 6.59% | -0.60% |
Volatility
DSL vs. MO - Volatility Comparison
The current volatility for DoubleLine Income Solutions Fund (DSL) is 3.08%, while Altria Group, Inc. (MO) has a volatility of 12.13%. This indicates that DSL experiences smaller price fluctuations and is considered to be less risky than MO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSL | MO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.08% | 12.13% | -9.05% |
Volatility (6M)Calculated over the trailing 6-month period | 8.23% | 20.12% | -11.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 9.80% | 24.97% | -15.17% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.81% | 21.27% | -6.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.09% | 23.29% | -3.20% |
Dividends
DSL vs. MO - Dividend Comparison
DSL's dividend yield for the trailing twelve months is around 12.37%, more than MO's 6.21% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSL DoubleLine Income Solutions Fund | 12.37% | 11.71% | 11.38% | 10.78% | 13.67% | 10.74% | 10.69% | 9.33% | 10.39% | 9.11% | 9.53% | 11.63% |
MO Altria Group, Inc. | 6.21% | 7.21% | 7.65% | 9.52% | 8.05% | 7.43% | 8.29% | 6.57% | 6.07% | 3.56% | 3.48% | 3.73% |
Frequently Asked Questions
DSL and MO have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MO has higher volatility (12.13%) compared to DSL (3.08%). In terms of maximum drawdown, DSL dropped -49.51% vs MO's -65.43%.
MO currently has the higher Sharpe Ratio (0.72 vs -0.15), 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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