Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DODLX (DODGE & COX GLOBAL BOND FUND DODGE & COX GLOBAL BOND FUND) 0.42% 5.98% 6.66% 2.70% 4.61% NA NA
Data as of 06/05/2026, Common starting date 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 06/05/2026
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Common Inception YTD 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014
Annualized Return (%) -0.80 5.98 6.66 2.70 4.61 NA NA 0.42 11.57 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 0.77 0.65 0.03 0.62 NA NA -0.30 1.99 -0.57 1.51 -1.55 -0.81 1.32 5.10 -1.18 3.84 2.28 -1.89 -1.12
Standard Deviation(%) NA 4.32 5.21 5.22 4.82 NA NA 5.10 4.39 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 3.67 6.21 17.05 17.05 NA NA 3.67 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 4.18 4.30 3.65 3.76 2.50 1.87 0.68 4.41 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 06/05/2026, Common starting date 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) 9.97%
Oct 2022 – Oct 2025
7.94%
Jan 2016 – Jan 2021
5.54%
Feb 2016 – Feb 2026
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return