Correlation
The correlation between FTRBX and DODIX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
FTRBX vs. DODIX
Compare and contrast key facts about Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Dodge & Cox Income Fund (DODIX).
FTRBX is managed by Federated. It was launched on Oct 1, 1996. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTRBX or DODIX.
Performance
FTRBX vs. DODIX - Performance Comparison
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Key characteristics
FTRBX:
1.18
DODIX:
1.10
FTRBX:
1.56
DODIX:
1.61
FTRBX:
1.19
DODIX:
1.19
FTRBX:
0.55
DODIX:
0.89
FTRBX:
2.61
DODIX:
2.65
FTRBX:
2.07%
DODIX:
2.31%
FTRBX:
5.19%
DODIX:
5.61%
FTRBX:
-16.88%
DODIX:
-16.37%
FTRBX:
-5.10%
DODIX:
-1.70%
Returns By Period
In the year-to-date period, FTRBX achieves a 1.90% return, which is significantly lower than DODIX's 2.46% return. Over the past 10 years, FTRBX has underperformed DODIX with an annualized return of 2.19%, while DODIX has yielded a comparatively higher 2.66% annualized return.
FTRBX
1.90%
-0.74%
0.77%
5.40%
1.50%
0.16%
2.19%
DODIX
2.46%
-0.40%
0.52%
5.70%
2.87%
0.97%
2.66%
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FTRBX vs. DODIX - Expense Ratio Comparison
FTRBX has a 0.39% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
FTRBX vs. DODIX — Risk-Adjusted Performance Rank
FTRBX
DODIX
FTRBX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Dodge & Cox Income Fund (DODIX). 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
FTRBX vs. DODIX - Dividend Comparison
FTRBX's dividend yield for the trailing twelve months is around 4.12%, less than DODIX's 4.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTRBX Federated Hermes Total Return Bond Fund Institutional Shares | 4.12% | 4.47% | 3.84% | 3.24% | 3.85% | 4.73% | 3.39% | 3.49% | 3.21% | 3.68% | 3.55% | 3.80% |
DODIX Dodge & Cox Income Fund | 4.19% | 4.24% | 3.86% | 2.84% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 3.52% |
Drawdowns
FTRBX vs. DODIX - Drawdown Comparison
The maximum FTRBX drawdown since its inception was -16.88%, roughly equal to the maximum DODIX drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for FTRBX and DODIX.
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Volatility
FTRBX vs. DODIX - Volatility Comparison
Federated Hermes Total Return Bond Fund Institutional Shares (FTRBX) and Dodge & Cox Income Fund (DODIX) have volatilities of 1.44% and 1.50%, 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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