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DCREDoubleLine Commercial Real Estate Debt ETF

Diversifier3y track recordRanked #31 of 266 in this goal

Seeks current income and capital preservation, with a secondary objective of long-term capital appreciation.

By DoubleLine ETF Trust · Launched 2023

Annual Cost

0.39%

#1,918 of 5,861 · low cost

Fund Size

$453M

#1,675 of 5,861 · large

Return (1Y)Goal

+4.3%

Track Record

3 years

#2,899 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,434+4.3%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Multi strategy

What it actually holds

By weight

Concentration

Top 10 holdings = 17.3% of fundwell diversified

JPMorgan U.S. Government Money Market Fund
6.1%
FNMA
1.7%
FNMA
1.6%
FNMA
1.5%
MF1 LLC
1.2%
FNMA
1.1%
GPMT Ltd.
1.1%
Wells Fargo Commercial Mortgage Trust
1.0%
FNMA
1.0%
Wells Fargo Commercial Mortgage Trust
1.0%

Asset allocation

Bonds
96.6%
Cash
3.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
1.2%Low

Year-on-year price swings

Max drawdown
-0.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
1.47Strong risk-adjusted returns
Sortino (3Y)
2.22Good downside protection

Bond profile

Avg maturity

9.6 years

Credit ratings

AAA
76.0%
AA
17.1%
A
6.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income and capital preservation, with a secondary objective of long-term capital appreciation.
Strategy
Actively manages a portfolio primarily invested in debt and other income producing obligations related to commercial real estate, including commercial mortgage-backed securities and collateralized loan obligations. Aims for current income and capital preservation while pursuing long-term capital appreciation.
Inception date
March 31, 2023
Fund family
DoubleLine ETF Trust

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Data updated on 2026-08-04