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DBNDDoubleLine Opportunistic Core Bond ETF

Get income4y track recordRanked #536 of 1,706 in this goal

Seeks to maximize current income and total return.

By DoubleLine ETF Trust · Launched 2022

Annual Cost

0.45%

#2,319 of 6,040 · average

Fund Size

$769M

#1,337 of 6,040 · large

Return (1Y)

-0.8%

Track Record

4 years

#2,608 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,935-0.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 25.3% of funddiversified

United States of America
4.8%
United States of America
4.6%
United States of America
4.5%
JPMorgan U.S. Government Money Market Fund
3.1%
DoubleLine Emerging Markets Local Currency Bond Fund
2.7%
DoubleLine Global Bond Fund
2.2%
United States of America
1.0%
United States of America
0.8%
FHLMC Pool
0.8%
Verus Securitization Trust
0.7%

Asset allocation

Bonds
95.7%
Cash
4.0%
Preferred
0.2%
Other
0.1%
Stocks
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.2%Low

Year-on-year price swings

Max drawdown
-9.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.14Below average
Sortino (3Y)
0.20Moderate downside risk

Bond profile

Duration

4.4 years

Avg maturity

9.5 years

Credit ratings

US Government
22.4%
AAA
32.5%
AA
25.4%
A
10.6%
BBB
19.3%
BB
6.9%
B
3.5%
Below B
0.7%
Other
1.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize current income and total return.
Strategy
Actively manages a portfolio primarily invested in fixed income instruments, including bonds and debt securities, with a focus on maximizing current income and total return. May invest in high yield, high risk bonds, including junk bonds and emerging market fixed income securities.
Inception date
March 31, 2022
Fund family
DoubleLine ETF Trust

Next steps

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Data updated on 2026-09-18