URSBX vs. DBLSX

Last updated Aug 1, 2026

URSBX (Victory Short-Term Bond Fund Class R6) and DBLSX (DoubleLine Low Duration Bond Fund) are both Short-Term Bond funds. Over the past 5 years, URSBX returned 3.30%/yr vs 3.21%/yr for DBLSX. Their 0.53 correlation means they have sometimes moved together and sometimes differently. URSBX charges 0.33%/yr vs 0.41%/yr for DBLSX.

Performance

URSBX vs. DBLSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Victory Short-Term Bond Fund Class R6 (URSBX) and DoubleLine Low Duration Bond Fund (DBLSX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, URSBX achieves a 1.27% return, which is significantly lower than DBLSX's 1.45% return.

URSBX

• 1D: 0.11%
• 1M: -0.22%
• 6M: 0.86%
• YTD: 1.27%
• 1Y: 3.54%
• 3Y*: 5.78%
• 5Y*: 3.30%
• 10Y*: —
• ALL TIME*: 3.36%

DBLSX

• 1D: 0.00%
• 1M: 0.10%
• 6M: 1.11%
• YTD: 1.45%
• 1Y: 3.53%
• 3Y*: 5.30%
• 5Y*: 3.21%
• 10Y*: 2.82%
• ALL TIME*: 2.66%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DBLSX DoubleLine Low Duration Bond Fund	$0.00	$0.00	$0.00
URSBX Victory Short-Term Bond Fund Class R6	$0.00	$0.00	$0.00

URSBX vs. DBLSX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
URSBX Victory Short-Term Bond Fund Class R6	1.27%	6.15%	6.48%	5.91%	-2.74%	1.11%	4.99%	5.07%	1.77%	2.53%
DBLSX DoubleLine Low Duration Bond Fund	1.45%	5.74%	5.32%	6.76%	-2.69%	0.70%	2.02%	4.73%	1.40%	2.65%

Correlation

The correlation between URSBX and DBLSX is 0.52, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.52
Correlation (3Y) Balances recent behavior with more history.	0.61
Correlation (5Y) Shows whether the relationship held over a longer period.	0.66
Correlation (All Time) Calculated using the full available price history since Jan 3, 2017	0.53

The correlation between URSBX and DBLSX shifts across timeframes, from 0.52 (1 year) to 0.66 (5 years), reflecting how their relationship changes across market environments.

Return for Risk

URSBX vs. DBLSX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

URSBX

URSBX Risk / Return Rank: 93
URSBX Sharpe Ratio Rank: 89
URSBX Sortino Ratio Rank: 97
URSBX Omega Ratio Rank: 96
URSBX Calmar Ratio Rank: 91
URSBX Martin Ratio Rank: 94

DBLSX

DBLSX Risk / Return Rank: 98
DBLSX Sharpe Ratio Rank: 98
DBLSX Sortino Ratio Rank: 98
DBLSX Omega Ratio Rank: 98
DBLSX Calmar Ratio Rank: 97
DBLSX Martin Ratio Rank: 98

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

URSBX vs. DBLSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Victory Short-Term Bond Fund Class R6 (URSBX) and DoubleLine Low Duration Bond Fund (DBLSX). 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.

	URSBX	DBLSX	Difference
Sharpe ratio: Return per unit of total volatility	2.23	3.16	-0.93
Sortino ratio: Return per unit of downside risk	4.40	5.06	-0.66
Omega ratio: Gain probability vs. loss probability	1.63	1.83	-0.21
Calmar ratio: Return relative to maximum drawdown	3.62	5.33	-1.71
Martin ratio: Return relative to average drawdown	15.17	24.20	-9.03

URSBX vs. DBLSX - Sharpe Ratio Comparison

The current URSBX Sharpe Ratio is 2.23, which is comparable to the DBLSX Sharpe Ratio of 3.16. The chart below compares the historical Sharpe Ratios of URSBX and DBLSX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

URSBX vs. DBLSX - Drawdown Comparison

The maximum URSBX drawdown since its inception was -5.57%, smaller than the maximum DBLSX drawdown of -57.22%. Use the drawdown chart below to compare losses from any high point for URSBX and DBLSX.

Drawdown Indicators

	URSBX	DBLSX	Difference
Max Drawdown Largest peak-to-trough decline	-5.57%	-57.22%	+51.65%
Max Drawdown (1Y) Largest decline over 1 year	-1.19%	-0.72%	-0.47%
Max Drawdown (3Y) Largest decline over 3 years	-1.19%	-0.72%	-0.47%
Max Drawdown (5Y) Largest decline over 5 years	-4.94%	-4.71%	-0.23%
Max Drawdown (10Y) Largest decline over 10 years	—	-57.22%	—
Current Drawdown Current decline from peak	-0.22%	-44.79%	+44.57%
Average Drawdown Average peak-to-trough decline	-0.65%	-31.65%	+31.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.28%	0.16%	+0.12%

Volatility

URSBX vs. DBLSX - Volatility Comparison

Victory Short-Term Bond Fund Class R6 (URSBX) and DoubleLine Low Duration Bond Fund (DBLSX) have volatilities of 0.32% and 0.33%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	URSBX	DBLSX	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.32%	0.33%	-0.01%
Volatility (6M) Calculated over the trailing 6-month period	1.45%	0.95%	+0.50%
Volatility (1Y) Calculated over the trailing 1-year period	1.95%	1.22%	+0.73%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.09%	1.41%	+0.68%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.88%	63.98%	-62.10%

URSBX vs. DBLSX - Expense Ratio Comparison

URSBX has a 0.33% expense ratio, which is lower than DBLSX's 0.41% expense ratio.

Dividends

URSBX vs. DBLSX - Dividend Comparison

URSBX's dividend yield for the trailing twelve months is around 4.38%, more than DBLSX's 4.12% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DBLSX DoubleLine Low Duration Bond Fund	4.12%	4.64%	5.09%	4.49%	2.50%	1.72%	2.37%	3.21%	2.92%	2.42%	2.52%	2.47%
URSBX Victory Short-Term Bond Fund Class R6	4.38%	4.74%	4.57%	3.31%	2.61%	2.86%	3.53%	2.96%	2.85%	2.18%	0.00%	0.00%

Frequently Asked Questions

Can I hold both URSBX and DBLSX in my portfolio?

URSBX and DBLSX have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, URSBX or DBLSX?

DBLSX has higher volatility (0.33%) compared to URSBX (0.32%). In terms of maximum drawdown, URSBX dropped -5.57% vs DBLSX's -57.22%.

Which has better risk-adjusted returns?

DBLSX currently has the higher Sharpe Ratio (3.16 vs 2.23), 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.