EIXIX vs. DFLEX
EIXIX (Catalyst Enhanced Income Strategy Fund) and DFLEX (DoubleLine Flexible Income Fund) are both Nontraditional Bonds funds. Over the past 5 years, EIXIX returned -4.85%/yr vs 3.00%/yr for DFLEX. Their 0.46 correlation means their historical movements had little consistent relationship. EIXIX charges 1.50%/yr vs 0.74%/yr for DFLEX.
Performance
EIXIX vs. DFLEX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EIXIX achieves a -8.09% return, which is significantly lower than DFLEX's 1.38% return.
EIXIX
- 1D
- -0.81%
- 1M
- 0.60%
- 6M
- -7.27%
- YTD
- -8.09%
- 1Y
- -14.17%
- 3Y*
- -5.71%
- 5Y*
- -4.85%
- 10Y*
- —
- ALL TIME*
- -0.12%
DFLEX
- 1D
- -0.57%
- 1M
- -0.46%
- 6M
- 0.85%
- YTD
- 1.38%
- 1Y
- 3.82%
- 3Y*
- 7.07%
- 5Y*
- 3.00%
- 10Y*
- 3.54%
- ALL TIME*
- 3.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
EIXIX vs. DFLEX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
EIXIX Catalyst Enhanced Income Strategy Fund | -8.09% | -8.86% | 0.88% | -2.09% | -6.82% | 4.55% | 6.18% | 15.84% |
DFLEX DoubleLine Flexible Income Fund | 1.38% | 6.58% | 8.65% | 7.84% | -8.48% | 3.79% | 2.93% | 6.65% |
Correlation
The correlation between EIXIX and DFLEX is 0.48, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.48 |
Correlation (3Y) Balances recent behavior with more history. | 0.52 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 9, 2019 | 0.46 |
The correlation between EIXIX and DFLEX has been stable across timeframes, ranging from 0.46 to 0.52 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EIXIX vs. DFLEX — Risk / Return Rank
EIXIX
DFLEX
EIXIX vs. DFLEX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Enhanced Income Strategy Fund (EIXIX) and DoubleLine Flexible Income Fund (DFLEX). 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.
| EIXIX | DFLEX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -4.41 | ||
| Sortino ratioReturn per unit of downside risk | -6.33 | ||
| Omega ratioGain probability vs. loss probability | 0.73 | 1.75 | -1.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 4.61 | -5.41 |
| Martin ratioReturn relative to average drawdown | -1.61 | 19.99 | -21.60 |
Loading charts...
Drawdowns
EIXIX vs. DFLEX - Drawdown Comparison
The maximum EIXIX drawdown since its inception was -24.46%, which is greater than DFLEX's maximum drawdown of -17.29%. Use the drawdown chart below to compare losses from any high point for EIXIX and DFLEX.
Loading charts...
Drawdown Indicators
| EIXIX | DFLEX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -24.46% | -17.29% | -7.17% |
Max Drawdown (1Y)Largest decline over 1 year | -16.22% | -0.91% | -15.31% |
Max Drawdown (3Y)Largest decline over 3 years | -19.95% | -1.15% | -18.80% |
Max Drawdown (5Y)Largest decline over 5 years | -24.46% | -11.00% | -13.46% |
Max Drawdown (10Y)Largest decline over 10 years | — | -17.29% | — |
Current DrawdownCurrent decline from peak | -23.26% | -0.57% | -22.69% |
Average DrawdownAverage peak-to-trough decline | -5.74% | -1.53% | -4.21% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.10% | 0.21% | +7.89% |
Volatility
EIXIX vs. DFLEX - Volatility Comparison
Catalyst Enhanced Income Strategy Fund (EIXIX) has a higher volatility of 3.79% compared to DoubleLine Flexible Income Fund (DFLEX) at 0.70%. This indicates that EIXIX's price experiences larger fluctuations and is considered to be riskier than DFLEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EIXIX | DFLEX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.79% | 0.70% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 6.72% | 1.26% | +5.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 8.02% | 1.51% | +6.51% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.89% | 1.96% | +2.93% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.99% | 2.74% | +2.25% |
EIXIX vs. DFLEX - Expense Ratio Comparison
EIXIX has a 1.50% expense ratio, which is higher than DFLEX's 0.74% expense ratio.
Dividends
EIXIX vs. DFLEX - Dividend Comparison
EIXIX's dividend yield for the trailing twelve months is around 4.02%, less than DFLEX's 5.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFLEX DoubleLine Flexible Income Fund | 5.08% | 5.68% | 6.05% | 5.95% | 4.72% | 3.86% | 3.96% | 4.46% | 4.46% | 3.82% | 3.75% | 4.32% |
EIXIX Catalyst Enhanced Income Strategy Fund | 4.02% | 7.24% | 9.31% | 8.57% | 6.68% | 7.11% | 5.65% | 4.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
EIXIX and DFLEX have a correlation of 0.48, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EIXIX has higher volatility (3.79%) compared to DFLEX (0.70%). In terms of maximum drawdown, EIXIX dropped -24.46% vs DFLEX's -17.29%.
DFLEX currently has the higher Sharpe Ratio (2.78 vs -1.63), 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.
Find the right allocation for EIXIX and DFLEX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer