Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOXIX (Dodge & Cox Income Fund – Class X) | -1.17% | 4.71% | 4.72% | NA | NA | NA | NA | … | … |
Data as of 06/08/2026, Common starting date is 05/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOXIX (Dodge & Cox Income Fund – Class X) | 05/02/2022 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.55 | 4.71 | 4.72 | NA | NA | NA | NA | … | … | -1.17 | 8.42 | 2.33 | 7.75 | -2.20 |
| Sharpe Ratio | NA | 0.43 | 0.28 | NA | NA | NA | NA | … | … | -1.13 | 1.18 | -0.23 | 0.62 | -0.74 |
| Standard Deviation(%) | NA | 4.05 | 5.46 | NA | NA | NA | NA | … | … | 4.43 | 4.71 | 5.63 | 6.64 | 7.10 |
| Draw Down(%) | NA | 4.19 | 5.66 | NA | NA | NA | NA | … | … | 4.19 | 2.91 | 4.39 | 6.27 | 8.83 |
| Yield(%) | 0.00 | 3.33 | 3.95 | 2.93 | 1.46 | 0.98 | 0.73 | … | … | 0.00 | 4.50 | 4.25 | 4.04 | 2.19 |
Data as of 06/08/2026, Common starting date is 05/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOXIX (Dodge & Cox Income Fund – Class X) |
3.44%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOXIX (Dodge & Cox Income Fund – Class X) |
7.28%
Oct 2022 – Oct 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart