DODIX vs. LCTRX
DODIX (Dodge & Cox Income Fund) and LCTRX (Leader Capital High Quality Floating Rate Fund Investor Shares) are both Intermediate Core-Plus Bond funds. Over the past 10 years, DODIX returned 2.92%/yr vs 4.85%/yr for LCTRX. At a 0.19 correlation, their price movements are largely independent. DODIX charges 0.41%/yr vs 2.33%/yr for LCTRX.
Performance
DODIX vs. LCTRX - Performance Comparison
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Returns By Period
In the year-to-date period, DODIX achieves a 0.67% return, which is significantly lower than LCTRX's 2.05% return. Over the past 10 years, DODIX has underperformed LCTRX with an annualized return of 2.92%, while LCTRX has yielded a comparatively higher 4.85% annualized return.
DODIX
- 1D
- 0.23%
- 1M
- 0.95%
- YTD
- 0.67%
- 6M
- 0.83%
- 1Y
- 5.75%
- 3Y*
- 5.20%
- 5Y*
- 1.20%
- 10Y*
- 2.92%
LCTRX
- 1D
- 0.09%
- 1M
- 1.06%
- YTD
- 2.05%
- 6M
- 2.43%
- 1Y
- 5.22%
- 3Y*
- 5.93%
- 5Y*
- 4.94%
- 10Y*
- 4.85%
DODIX vs. LCTRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 0.67% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 2.05% | 4.72% | 6.03% | 8.26% | 2.22% | 1.99% | 12.07% | 1.15% | 6.01% | 4.28% |
Correlation
The correlation between DODIX and LCTRX is 0.43, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.43 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.18 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.18 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2010 | 0.19 |
Over the past year, DODIX and LCTRX have become more correlated (0.43) than their long-term average of 0.19, meaning their price movements have been converging.
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Return for Risk
DODIX vs. LCTRX — Risk / Return Rank
DODIX
LCTRX
DODIX vs. LCTRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| DODIX | LCTRX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.27 | ||
| Sortino ratioReturn per unit of downside risk | -3.59 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.94 | -0.68 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 4.46 | -2.64 |
| Martin ratioReturn relative to average drawdown | 5.22 | 18.63 | -13.41 |
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Drawdowns
DODIX vs. LCTRX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum LCTRX drawdown of -26.09%. Use the drawdown chart below to compare losses from any high point for DODIX and LCTRX.
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Drawdown Indicators
| DODIX | LCTRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -26.09% | +9.20% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -1.17% | -2.00% |
Max Drawdown (3Y)Largest decline over 3 years | -5.68% | -1.33% | -4.35% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -3.82% | -13.07% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -23.93% | +7.04% |
Current DrawdownCurrent decline from peak | -1.48% | 0.00% | -1.48% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -4.11% | +2.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 0.28% | +0.82% |
Volatility
DODIX vs. LCTRX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.18% compared to Leader Capital High Quality Floating Rate Fund Investor Shares (LCTRX) at 0.61%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than LCTRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | LCTRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 0.61% | +0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | 1.46% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 1.95% | +2.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.57% | 2.26% | +3.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 6.30% | -1.85% |
DODIX vs. LCTRX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is lower than LCTRX's 2.33% expense ratio.
Dividends
DODIX vs. LCTRX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.25%, less than LCTRX's 5.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.25% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
LCTRX Leader Capital High Quality Floating Rate Fund Investor Shares | 5.26% | 5.53% | 5.57% | 5.31% | 2.18% | 1.69% | 1.17% | 2.40% | 3.31% | 2.09% | 0.00% | 0.00% |
Frequently Asked Questions
DODIX and LCTRX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DODIX has higher volatility (1.18%) compared to LCTRX (0.61%). In terms of maximum drawdown, DODIX dropped -16.89% vs LCTRX's -26.09%.
LCTRX currently has the higher Sharpe Ratio (2.69 vs 1.43), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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