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DODFX vs. VGYAX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

DODFX vs. VGYAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dodge & Cox International Stock Fund (DODFX) and Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX). The values are adjusted to include any dividend payments, if applicable.

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DODFX vs. VGYAX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DODFX
Dodge & Cox International Stock Fund
-1.76%38.77%3.74%16.70%-6.78%10.99%5.15%22.79%-18.01%0.48%
VGYAX
Vanguard Global Wellesley Income Fund Admiral Shares
0.52%13.31%6.15%8.95%-8.06%6.58%5.52%13.92%-4.31%0.98%

Returns By Period

In the year-to-date period, DODFX achieves a -1.76% return, which is significantly lower than VGYAX's 0.52% return.


DODFX

1D
-0.06%
1M
-10.86%
YTD
-1.76%
6M
3.38%
1Y
24.29%
3Y*
15.85%
5Y*
9.77%
10Y*
9.82%

VGYAX

1D
0.38%
1M
-4.12%
YTD
0.52%
6M
3.60%
1Y
10.05%
3Y*
8.54%
5Y*
4.98%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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DODFX vs. VGYAX - Expense Ratio Comparison

DODFX has a 0.62% expense ratio, which is higher than VGYAX's 0.28% expense ratio.


Return for Risk

DODFX vs. VGYAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

DODFX
DODFX Risk / Return Rank: 8080
Overall Rank
DODFX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DODFX Sortino Ratio Rank: 8080
Sortino Ratio Rank
DODFX Omega Ratio Rank: 8181
Omega Ratio Rank
DODFX Calmar Ratio Rank: 7979
Calmar Ratio Rank
DODFX Martin Ratio Rank: 7676
Martin Ratio Rank

VGYAX
VGYAX Risk / Return Rank: 8787
Overall Rank
VGYAX Sharpe Ratio Rank: 8888
Sharpe Ratio Rank
VGYAX Sortino Ratio Rank: 8787
Sortino Ratio Rank
VGYAX Omega Ratio Rank: 8686
Omega Ratio Rank
VGYAX Calmar Ratio Rank: 8787
Calmar Ratio Rank
VGYAX Martin Ratio Rank: 8686
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DODFX vs. VGYAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX). 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.


DODFXVGYAXDifference

Sharpe ratio

Return per unit of total volatility

1.56

1.75

-0.19

Sortino ratio

Return per unit of downside risk

2.02

2.35

-0.33

Omega ratio

Gain probability vs. loss probability

1.31

1.35

-0.04

Calmar ratio

Return relative to maximum drawdown

1.86

2.25

-0.39

Martin ratio

Return relative to average drawdown

7.28

9.08

-1.80

DODFX vs. VGYAX - Sharpe Ratio Comparison

The current DODFX Sharpe Ratio is 1.56, which is comparable to the VGYAX Sharpe Ratio of 1.75. The chart below compares the historical Sharpe Ratios of DODFX and VGYAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


DODFXVGYAXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.56

1.75

-0.19

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.62

0.81

-0.19

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.54

Sharpe Ratio (All Time)

Calculated using the full available price history

0.39

0.73

-0.34

Correlation

The correlation between DODFX and VGYAX is 0.77, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.


Dividends

DODFX vs. VGYAX - Dividend Comparison

DODFX's dividend yield for the trailing twelve months is around 5.15%, more than VGYAX's 4.06% yield.


TTM20252024202320222021202020192018201720162015
DODFX
Dodge & Cox International Stock Fund
5.15%5.05%2.25%2.29%2.23%2.49%4.21%3.93%2.93%1.93%3.66%2.30%
VGYAX
Vanguard Global Wellesley Income Fund Admiral Shares
4.06%4.01%3.90%3.15%1.54%2.40%1.99%2.26%4.36%0.30%0.00%0.00%

Drawdowns

DODFX vs. VGYAX - Drawdown Comparison

The maximum DODFX drawdown since its inception was -63.23%, which is greater than VGYAX's maximum drawdown of -17.71%. Use the drawdown chart below to compare losses from any high point for DODFX and VGYAX.


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Drawdown Indicators


DODFXVGYAXDifference

Max Drawdown

Largest peak-to-trough decline

-63.23%

-17.71%

-45.52%

Max Drawdown (1Y)

Largest decline over 1 year

-11.42%

-4.55%

-6.87%

Max Drawdown (5Y)

Largest decline over 5 years

-24.52%

-15.89%

-8.63%

Max Drawdown (10Y)

Largest decline over 10 years

-44.61%

Current Drawdown

Current decline from peak

-10.86%

-4.12%

-6.74%

Average Drawdown

Average peak-to-trough decline

-11.72%

-2.68%

-9.04%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.00%

1.13%

+1.87%

Volatility

DODFX vs. VGYAX - Volatility Comparison

Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 6.58% compared to Vanguard Global Wellesley Income Fund Admiral Shares (VGYAX) at 2.50%. This indicates that DODFX's price experiences larger fluctuations and is considered to be riskier than VGYAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DODFXVGYAXDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.58%

2.50%

+4.08%

Volatility (6M)

Calculated over the trailing 6-month period

9.74%

3.63%

+6.11%

Volatility (1Y)

Calculated over the trailing 1-year period

15.00%

5.87%

+9.13%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

15.78%

6.19%

+9.59%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.23%

6.80%

+11.43%