Correlation
The correlation between DAIOX and DODLX is 0.09, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
DAIOX vs. DODLX
Compare and contrast key facts about Dunham International Opportunity Bond Fund (DAIOX) and Dodge & Cox Global Bond Fund (DODLX).
DAIOX is managed by Dunham. It was launched on Oct 31, 2013. DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DAIOX or DODLX.
Performance
DAIOX vs. DODLX - Performance Comparison
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Key characteristics
DAIOX:
1.86
DODLX:
1.39
DAIOX:
2.50
DODLX:
1.92
DAIOX:
1.36
DODLX:
1.24
DAIOX:
0.67
DODLX:
1.12
DAIOX:
6.55
DODLX:
2.77
DAIOX:
0.93%
DODLX:
2.51%
DAIOX:
3.45%
DODLX:
5.24%
DAIOX:
-27.54%
DODLX:
-16.30%
DAIOX:
-3.25%
DODLX:
-0.16%
Returns By Period
In the year-to-date period, DAIOX achieves a 1.56% return, which is significantly lower than DODLX's 5.34% return. Over the past 10 years, DAIOX has underperformed DODLX with an annualized return of 1.14%, while DODLX has yielded a comparatively higher 4.12% annualized return.
DAIOX
1.56%
0.78%
0.82%
6.38%
5.23%
2.53%
1.14%
DODLX
5.34%
-0.09%
2.75%
7.25%
5.67%
3.68%
4.12%
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DAIOX vs. DODLX - Expense Ratio Comparison
DAIOX has a 1.58% expense ratio, which is higher than DODLX's 0.45% expense ratio.
Risk-Adjusted Performance
DAIOX vs. DODLX — Risk-Adjusted Performance Rank
DAIOX
DODLX
DAIOX vs. DODLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dunham International Opportunity Bond Fund (DAIOX) and Dodge & Cox Global Bond Fund (DODLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
DAIOX vs. DODLX - Dividend Comparison
DAIOX's dividend yield for the trailing twelve months is around 5.03%, more than DODLX's 4.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DAIOX Dunham International Opportunity Bond Fund | 5.03% | 4.84% | 4.56% | 7.19% | 2.90% | 2.24% | 0.24% | 0.43% | 0.12% | 1.10% | 0.05% | 0.40% |
DODLX Dodge & Cox Global Bond Fund | 4.58% | 4.73% | 3.31% | 5.05% | 3.86% | 2.66% | 3.40% | 5.19% | 2.45% | 1.69% | 0.00% | 1.40% |
Drawdowns
DAIOX vs. DODLX - Drawdown Comparison
The maximum DAIOX drawdown since its inception was -27.54%, which is greater than DODLX's maximum drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for DAIOX and DODLX.
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Volatility
DAIOX vs. DODLX - Volatility Comparison
The current volatility for Dunham International Opportunity Bond Fund (DAIOX) is 0.92%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 1.38%. This indicates that DAIOX experiences smaller price fluctuations and is considered to be less risky than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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