SAVYX vs. DODIX
SAVYX (Virtus Newfleet Core Plus Bond Fund) and DODIX (Dodge & Cox Income Fund) are both Intermediate Core-Plus Bond funds. Over the past 10 years, SAVYX returned 2.58%/yr vs 2.89%/yr for DODIX. Their correlation of 0.85 suggests significant overlap in exposure. SAVYX charges 0.55%/yr vs 0.41%/yr for DODIX.
Performance
SAVYX vs. DODIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SAVYX achieves a 0.62% return, which is significantly higher than DODIX's 0.51% return. Over the past 10 years, SAVYX has underperformed DODIX with an annualized return of 2.58%, while DODIX has yielded a comparatively higher 2.89% annualized return.
SAVYX
- 1D
- 0.10%
- 1M
- 0.80%
- YTD
- 0.62%
- 6M
- 0.86%
- 1Y
- 4.82%
- 3Y*
- 4.64%
- 5Y*
- 0.87%
- 10Y*
- 2.58%
DODIX
- 1D
- 0.08%
- 1M
- 0.79%
- YTD
- 0.51%
- 6M
- 0.43%
- 1Y
- 4.92%
- 3Y*
- 5.12%
- 5Y*
- 1.20%
- 10Y*
- 2.89%
SAVYX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SAVYX Virtus Newfleet Core Plus Bond Fund | 0.62% | 7.28% | 2.55% | 6.65% | -11.94% | -0.60% | 7.58% | 10.86% | -1.48% | 5.76% |
DODIX Dodge & Cox Income Fund | 0.51% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Correlation
The correlation between SAVYX and DODIX is 0.89, 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 | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.90 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 1997 | 0.85 |
The correlation between SAVYX and DODIX has been stable across timeframes, ranging from 0.85 to 0.94 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SAVYX vs. DODIX — Risk / Return Rank
SAVYX
DODIX
SAVYX vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus Newfleet Core Plus Bond Fund (SAVYX) 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.
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.
| SAVYX | DODIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.13 | ||
| Sortino ratioReturn per unit of downside risk | +0.25 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.23 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 1.85 | 1.66 | +0.19 |
| Martin ratioReturn relative to average drawdown | 5.72 | 4.72 | +1.00 |
Loading charts...
Drawdowns
SAVYX vs. DODIX - Drawdown Comparison
The maximum SAVYX drawdown since its inception was -16.46%, roughly equal to the maximum DODIX drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for SAVYX and DODIX.
Loading charts...
Drawdown Indicators
| SAVYX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.46% | -16.89% | +0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.78% | -3.17% | +0.39% |
Max Drawdown (3Y)Largest decline over 3 years | -5.79% | -5.68% | -0.11% |
Max Drawdown (5Y)Largest decline over 5 years | -16.46% | -16.89% | +0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -16.46% | -16.89% | +0.43% |
Current DrawdownCurrent decline from peak | -1.12% | -1.63% | +0.51% |
Average DrawdownAverage peak-to-trough decline | -1.74% | -1.50% | -0.24% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.90% | 1.11% | -0.21% |
Volatility
SAVYX vs. DODIX - Volatility Comparison
Virtus Newfleet Core Plus Bond Fund (SAVYX) and Dodge & Cox Income Fund (DODIX) have volatilities of 1.07% and 1.11%, 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.
Loading charts...
Volatility by Period
| SAVYX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.07% | 1.11% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 2.67% | 3.06% | -0.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.59% | 4.06% | -0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.08% | 5.57% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.31% | 4.46% | -0.15% |
SAVYX vs. DODIX - Expense Ratio Comparison
SAVYX has a 0.55% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Dividends
SAVYX vs. DODIX - Dividend Comparison
SAVYX's dividend yield for the trailing twelve months is around 4.94%, more than DODIX's 4.26% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.26% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
SAVYX Virtus Newfleet Core Plus Bond Fund | 4.94% | 5.03% | 4.42% | 4.00% | 3.10% | 3.11% | 2.62% | 3.23% | 3.67% | 3.47% | 3.19% | 3.50% |
Frequently Asked Questions
SAVYX and DODIX have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DODIX has higher volatility (1.11%) compared to SAVYX (1.07%). In terms of maximum drawdown, SAVYX dropped -16.46% vs DODIX's -16.89%.
SAVYX currently has the higher Sharpe Ratio (1.44 vs 1.30), 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.
Find the right allocation for SAVYX and DODIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer