DODLX vs. GBOSX
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and JPMorgan Global Bond Opportunities Fund (GBOSX).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. GBOSX is managed by JPMorgan. It was launched on Sep 3, 2012.
Performance
DODLX vs. GBOSX - Performance Comparison
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DODLX vs. GBOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | -0.21% | 11.51% | 0.55% | 12.30% | -8.21% | -0.85% | 11.87% | 12.23% | -1.45% | 8.31% |
GBOSX JPMorgan Global Bond Opportunities Fund | -1.68% | 7.90% | 3.53% | 6.96% | -6.04% | 1.37% | 7.77% | 10.57% | -1.89% | 6.72% |
Returns By Period
In the year-to-date period, DODLX achieves a -0.21% return, which is significantly higher than GBOSX's -1.68% return. Over the past 10 years, DODLX has outperformed GBOSX with an annualized return of 4.88%, while GBOSX has yielded a comparatively lower 3.94% annualized return.
DODLX
- 1D
- 0.45%
- 1M
- -2.29%
- YTD
- -0.21%
- 6M
- 0.57%
- 1Y
- 6.83%
- 3Y*
- 6.69%
- 5Y*
- 3.17%
- 10Y*
- 4.88%
GBOSX
- 1D
- 0.52%
- 1M
- -3.01%
- YTD
- -1.68%
- 6M
- -0.69%
- 1Y
- 4.91%
- 3Y*
- 4.74%
- 5Y*
- 2.31%
- 10Y*
- 3.94%
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DODLX vs. GBOSX - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is lower than GBOSX's 0.65% expense ratio.
Return for Risk
DODLX vs. GBOSX — Risk / Return Rank
DODLX
GBOSX
DODLX vs. GBOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) and JPMorgan Global Bond Opportunities Fund (GBOSX). 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.
| DODLX | GBOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.63 | 1.47 | +0.15 |
Sortino ratioReturn per unit of downside risk | 2.31 | 2.02 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 1.32 | +0.71 |
Martin ratioReturn relative to average drawdown | 8.00 | 6.14 | +1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODLX | GBOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.63 | 1.47 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.62 | 0.65 | -0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.03 | 1.15 | -0.13 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 1.11 | -0.32 |
Correlation
The correlation between DODLX and GBOSX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
DODLX vs. GBOSX - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 4.09%, less than GBOSX's 4.90% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.09% | 4.07% | 4.73% | 3.31% | 5.05% | 3.86% | 2.66% | 3.40% | 5.19% | 2.45% | 1.69% | 0.00% |
GBOSX JPMorgan Global Bond Opportunities Fund | 4.90% | 4.79% | 4.41% | 3.92% | 3.68% | 2.61% | 3.29% | 4.06% | 5.74% | 3.32% | 4.80% | 5.12% |
Drawdowns
DODLX vs. GBOSX - Drawdown Comparison
The maximum DODLX drawdown since its inception was -16.30%, which is greater than GBOSX's maximum drawdown of -11.48%. Use the drawdown chart below to compare losses from any high point for DODLX and GBOSX.
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Drawdown Indicators
| DODLX | GBOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.30% | -11.48% | -4.82% |
Max Drawdown (1Y)Largest decline over 1 year | -3.67% | -3.90% | +0.23% |
Max Drawdown (5Y)Largest decline over 5 years | -16.30% | -10.86% | -5.44% |
Max Drawdown (10Y)Largest decline over 10 years | -16.30% | -11.48% | -4.82% |
Current DrawdownCurrent decline from peak | -2.88% | -3.40% | +0.52% |
Average DrawdownAverage peak-to-trough decline | -3.06% | -1.51% | -1.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.93% | 0.84% | +0.09% |
Volatility
DODLX vs. GBOSX - Volatility Comparison
The current volatility for Dodge & Cox Global Bond Fund (DODLX) is 2.02%, while JPMorgan Global Bond Opportunities Fund (GBOSX) has a volatility of 2.17%. This indicates that DODLX experiences smaller price fluctuations and is considered to be less risky than GBOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODLX | GBOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.02% | 2.17% | -0.15% |
Volatility (6M)Calculated over the trailing 6-month period | 2.79% | 2.63% | +0.16% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.46% | 3.58% | +0.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.17% | 3.59% | +1.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.77% | 3.42% | +1.35% |