DODIX vs. TIBDX
DODIX (Dodge & Cox Income Fund) and TIBDX (TIAA-CREF Core Bond Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, DODIX returned 2.92%/yr vs 1.97%/yr for TIBDX. Their correlation of 0.88 suggests significant overlap in exposure. DODIX charges 0.41%/yr vs 0.29%/yr for TIBDX.
Performance
DODIX vs. TIBDX - Performance Comparison
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Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with DODIX at 0.67% and TIBDX at 0.67%. Over the past 10 years, DODIX has outperformed TIBDX with an annualized return of 2.92%, while TIBDX has yielded a comparatively lower 1.97% 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%
TIBDX
- 1D
- 0.22%
- 1M
- 1.04%
- YTD
- 0.67%
- 6M
- 1.04%
- 1Y
- 5.45%
- 3Y*
- 4.33%
- 5Y*
- 0.10%
- 10Y*
- 1.97%
DODIX vs. TIBDX - 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% |
TIBDX TIAA-CREF Core Bond Fund | 0.67% | 7.38% | 1.95% | 5.63% | -13.68% | -0.95% | 8.10% | 9.57% | -0.64% | 4.48% |
Correlation
The correlation between DODIX and TIBDX is 0.90, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.90 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.94 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Jun 14, 1999 | 0.88 |
The correlation between DODIX and TIBDX has been stable across timeframes, ranging from 0.88 to 0.95 - a consistent structural relationship.
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Return for Risk
DODIX vs. TIBDX — Risk / Return Rank
DODIX
TIBDX
DODIX vs. TIBDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and TIAA-CREF Core Bond Fund (TIBDX). 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 | TIBDX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.01 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.26 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 1.82 | 1.84 | -0.02 |
| Martin ratioReturn relative to average drawdown | 5.22 | 5.46 | -0.24 |
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Drawdowns
DODIX vs. TIBDX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum TIBDX drawdown of -18.82%. Use the drawdown chart below to compare losses from any high point for DODIX and TIBDX.
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Drawdown Indicators
| DODIX | TIBDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -18.82% | +1.93% |
Max Drawdown (1Y)Largest decline over 1 year | -3.17% | -2.98% | -0.19% |
Max Drawdown (3Y)Largest decline over 3 years | -5.68% | -6.29% | +0.61% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -18.82% | +1.93% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -18.82% | +1.93% |
Current DrawdownCurrent decline from peak | -1.48% | -1.22% | -0.26% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -2.30% | +0.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.10% | 1.00% | +0.10% |
Volatility
DODIX vs. TIBDX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) and TIAA-CREF Core Bond Fund (TIBDX) have volatilities of 1.18% and 1.15%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | TIBDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.18% | 1.15% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 3.06% | 2.93% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.05% | 3.86% | +0.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.57% | 5.64% | -0.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.45% | 4.74% | -0.29% |
DODIX vs. TIBDX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than TIBDX's 0.29% expense ratio.
Dividends
DODIX vs. TIBDX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.25%, less than TIBDX's 4.45% 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% |
TIBDX TIAA-CREF Core Bond Fund | 4.45% | 4.34% | 3.60% | 3.22% | 2.44% | 2.39% | 4.45% | 3.09% | 2.88% | 2.93% | 3.80% | 4.68% |
Frequently Asked Questions
With a correlation of 0.90, DODIX and TIBDX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DODIX has higher volatility (1.18%) compared to TIBDX (1.15%). In terms of maximum drawdown, DODIX dropped -16.89% vs TIBDX's -18.82%.
DODIX currently has the higher Sharpe Ratio (1.43 vs 1.42), 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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