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DoubleLine Shiller Enhanced CAPE I (DSEEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.32+0.13 (+0.92%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.05%
5-year average return9.66%
Number of years up8
Number of years down2
Best 1-yr total return (2 May 2024)33.82%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return33.82%
Worst 3-yr total return3.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDSEEXCategory
YTD-0.87%14.84%
1-month-5.94%1.65%
3-month-0.16%7.55%
1-year15.14%40.47%
3-year2.13%16.77%
5-year9.08%16.15%
10-year11.90%13.21%
Last bull market22.09%24.09%
Last bear market-18.45%-17.61%

Annual total return (%) history

Year
DSEEXCategory
2024
N/AN/A
2023
27.01%N/A
2022
-23.22%N/A
2021
24.46%N/A
2020
16.27%15.83%
2019
33.82%28.78%
2018
-4.02%-6.27%
2017
21.60%20.44%
2016
20.25%10.37%
2015
4.65%-1.07%
2014
17.86%10.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.39%N/AN/AN/A
20238.51%7.25%-3.43%13.01%
2022-5.26%-18.45%-5.20%4.83%
20216.26%8.82%0.72%6.86%
2020-27.69%25.46%11.39%15.08%
201916.27%4.93%1.18%8.41%
2018-0.17%3.22%10.14%-15.43%
20178.01%3.60%2.83%5.69%
20164.11%3.23%8.08%3.53%
20152.70%-0.11%-6.25%8.81%
20143.49%7.84%-0.41%6.05%

Rank in category (by total return)

YTD100
1-month96
3-month97
1-year82
3-year96
5-year91

Load adjusted returns

1-year15.14%
3-year2.13%
5-year9.08%
10-year11.90%