Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DODLX (DODGE & COX GLOBAL BOND FUND DODGE & COX GLOBAL BOND FUND) | 5.92% | 5.44% | 7.40% | 2.78% | 4.09% | NA | NA | 3.30% |
Data as of 07/11/2025, AR inception is 05/01/2014
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODLX (DODGE & COX GLOBAL BOND FUND DODGE & COX GLOBAL BOND FUND) | 05/01/2014 | 07/11/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.27 | 5.44 | 7.40 | 2.78 | 4.09 | NA | NA | 3.30 | 5.92 | 0.55 | 12.30 | -8.21 | -2.20 | 11.37 | 12.23 | -1.45 | 8.31 | 8.64 | -6.21 | -2.12 |
| Sharpe Ratio | NA | 0.82 | 0.72 | 0.19 | 0.57 | NA | NA | 0.44 | 1.95 | -1.12 | 1.41 | -1.54 | -0.81 | 1.32 | 5.13 | -1.15 | 3.86 | 2.29 | -1.89 | -1.12 |
| Standard Deviation(%) | NA | 5.21 | 5.76 | 5.08 | 4.78 | NA | NA | 4.63 | 5.31 | 5.39 | 5.78 | 6.26 | 2.73 | 8.39 | 2.11 | 2.41 | 2.00 | 3.69 | 3.30 | 2.81 |
| Draw Down(%) | NA | 6.21 | 8.14 | 17.05 | 17.05 | NA | NA | 17.05 | 2.46 | 5.40 | 5.37 | 14.90 | 3.22 | 15.21 | 0.98 | 3.75 | 0.66 | 3.41 | 6.87 | 4.66 |
| Yield(%) | 0.00 | 3.68 | 4.44 | 3.46 | 3.33 | 2.21 | 1.66 | 3.02 | 0.76 | 4.57 | 3.59 | 4.42 | 2.37 | 2.40 | 3.69 | 4.85 | 2.60 | 1.81 | 0.00 | 1.99 |
Data as of 07/11/2025, AR inception is 05/01/2014
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODLX (DODGE & COX GLOBAL BOND FUND DODGE & COX GLOBAL BOND FUND) |
-1.49%
Oct 2020 - Oct 2023 |
0.96%
Sep 2017 - Sep 2022 |
2.77%
Jun 2014 - Jun 2024 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODLX (DODGE & COX GLOBAL BOND FUND DODGE & COX GLOBAL BOND FUND) |
7.76%
Aug 2018 - Aug 2021 |
7.94%
Jan 2016 - Jan 2021 |
4.16%
Jun 2015 - Jun 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart