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ENB vs. DLY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ENB vs. DLY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Enbridge Inc. (ENB) 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, ENB achieves a 21.23% return, which is significantly higher than DLY's -0.52% return.


ENB

1D
0.07%
1M
3.68%
YTD
21.23%
6M
21.95%
1Y
27.43%
3Y*
22.21%
5Y*
14.42%
10Y*
9.68%

DLY

1D
0.14%
1M
-1.28%
YTD
-0.52%
6M
-0.27%
1Y
-2.75%
3Y*
8.64%
5Y*
1.84%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

ENB vs. DLY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
ENB
Enbridge Inc.
21.23%19.51%26.35%-1.13%6.46%30.83%-15.04%
DLY
DoubleLine Yield Opportunities Fund
-0.52%0.63%16.29%25.48%-23.08%8.56%-1.90%

Correlation

The correlation between ENB and DLY is -0.05, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

-0.05

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

0.14

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

0.24

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

0.24

The correlation between ENB and DLY shifts across timeframes, from -0.05 (1 year) to 0.24 (5 years), reflecting how their relationship changes across market environments.

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Return for Risk

ENB vs. DLY — Risk / Return Rank

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

ENB
ENB Risk / Return Rank: 8484
Overall Rank
ENB Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
ENB Sortino Ratio Rank: 8484
Sortino Ratio Rank
ENB Omega Ratio Rank: 8181
Omega Ratio Rank
ENB Calmar Ratio Rank: 8484
Calmar Ratio Rank
ENB Martin Ratio Rank: 8484
Martin Ratio Rank

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

ENB vs. DLY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Enbridge Inc. (ENB) 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.


ENBDLYDifference
Sharpe ratioReturn per unit of total volatility

+2.05

Sortino ratioReturn per unit of downside risk

+2.89

Omega ratioGain probability vs. loss probability

1.30

0.95

+0.35

Calmar ratioReturn relative to maximum drawdown

3.03

-0.32

+3.34

Martin ratioReturn relative to average drawdown

7.64

-0.79

+8.43

ENB vs. DLY - Sharpe Ratio Comparison

The current ENB Sharpe Ratio is 1.71, which is higher than the DLY Sharpe Ratio of -0.34. The chart below compares the historical Sharpe Ratios of ENB 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

ENB vs. DLY - Drawdown Comparison

The maximum ENB drawdown since its inception was -46.35%, which is greater than DLY's maximum drawdown of -28.61%. Use the drawdown chart below to compare losses from any high point for ENB and DLY.


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Drawdown Indicators


ENBDLYDifference

Max Drawdown

Largest peak-to-trough decline

-46.35%

-28.61%

-17.74%

Max Drawdown (1Y)

Largest decline over 1 year

-9.10%

-8.74%

-0.36%

Max Drawdown (3Y)

Largest decline over 3 years

-15.29%

-10.81%

-4.48%

Max Drawdown (5Y)

Largest decline over 5 years

-28.32%

-28.61%

+0.29%

Max Drawdown (10Y)

Largest decline over 10 years

-44.07%

Current Drawdown

Current decline from peak

-2.65%

-4.62%

+1.97%

Average Drawdown

Average peak-to-trough decline

-10.83%

-7.81%

-3.02%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.64%

3.50%

+0.14%

Volatility

ENB vs. DLY - Volatility Comparison

Enbridge Inc. (ENB) has a higher volatility of 5.99% compared to DoubleLine Yield Opportunities Fund (DLY) at 1.97%. This indicates that ENB's price experiences larger fluctuations and is considered to be riskier 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


ENBDLYDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.99%

1.97%

+4.02%

Volatility (6M)

Calculated over the trailing 6-month period

12.96%

6.84%

+6.12%

Volatility (1Y)

Calculated over the trailing 1-year period

16.21%

8.09%

+8.12%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.65%

13.57%

+5.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.33%

15.02%

+9.31%

Dividends

ENB vs. DLY - Dividend Comparison

ENB's dividend yield for the trailing twelve months is around 4.91%, less than DLY's 10.08% yield.


PositionTTM20252024202320222021202020192018201720162015
DLY
DoubleLine Yield Opportunities Fund
10.08%9.63%8.85%9.84%10.67%7.49%5.67%0.00%0.00%0.00%0.00%0.00%
ENB
Enbridge Inc.
4.91%5.66%6.28%7.31%6.80%6.85%7.55%5.58%6.68%4.71%4.13%4.71%

Frequently Asked Questions


ENB and DLY have a correlation of -0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

ENB has higher volatility (5.99%) compared to DLY (1.97%). In terms of maximum drawdown, ENB dropped -46.35% vs DLY's -28.61%.

ENB currently has the higher Sharpe Ratio (1.71 vs -0.34), 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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