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SSHIX vs. DODIX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between SSHIX and DODIX is -0.10. 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.


Performance

SSHIX vs. DODIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Allspring Short-Term Bond Plus Fund (SSHIX) and Dodge & Cox Income Fund (DODIX). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Sharpe Ratio

SSHIX:

3.58

DODIX:

0.93

Sortino Ratio

SSHIX:

5.61

DODIX:

1.22

Omega Ratio

SSHIX:

1.87

DODIX:

1.14

Calmar Ratio

SSHIX:

7.32

DODIX:

0.49

Martin Ratio

SSHIX:

23.23

DODIX:

2.00

Ulcer Index

SSHIX:

0.26%

DODIX:

2.28%

Daily Std Dev

SSHIX:

1.72%

DODIX:

5.60%

Max Drawdown

SSHIX:

-7.78%

DODIX:

-18.50%

Current Drawdown

SSHIX:

-0.12%

DODIX:

-3.61%

Returns By Period

In the year-to-date period, SSHIX achieves a 2.07% return, which is significantly lower than DODIX's 2.18% return. Over the past 10 years, SSHIX has outperformed DODIX with an annualized return of 2.21%, while DODIX has yielded a comparatively lower 2.09% annualized return.


SSHIX

YTD

2.07%

1M

0.60%

6M

2.75%

1Y

6.10%

3Y*

4.11%

5Y*

2.29%

10Y*

2.21%

DODIX

YTD

2.18%

1M

0.48%

6M

1.84%

1Y

5.16%

3Y*

3.10%

5Y*

0.37%

10Y*

2.09%

*Annualized

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Dodge & Cox Income Fund

SSHIX vs. DODIX - Expense Ratio Comparison

SSHIX has a 0.47% expense ratio, which is higher than DODIX's 0.41% expense ratio.


Risk-Adjusted Performance

SSHIX vs. DODIX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SSHIX
The Risk-Adjusted Performance Rank of SSHIX is 9898
Overall Rank
The Sharpe Ratio Rank of SSHIX is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of SSHIX is 9898
Sortino Ratio Rank
The Omega Ratio Rank of SSHIX is 9797
Omega Ratio Rank
The Calmar Ratio Rank of SSHIX is 9898
Calmar Ratio Rank
The Martin Ratio Rank of SSHIX is 9898
Martin Ratio Rank

DODIX
The Risk-Adjusted Performance Rank of DODIX is 6464
Overall Rank
The Sharpe Ratio Rank of DODIX is 7979
Sharpe Ratio Rank
The Sortino Ratio Rank of DODIX is 7070
Sortino Ratio Rank
The Omega Ratio Rank of DODIX is 5959
Omega Ratio Rank
The Calmar Ratio Rank of DODIX is 5858
Calmar Ratio Rank
The Martin Ratio Rank of DODIX is 5454
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SSHIX vs. DODIX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Allspring Short-Term Bond Plus Fund (SSHIX) 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.


The current SSHIX Sharpe Ratio is 3.58, which is higher than the DODIX Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of SSHIX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Dividends

SSHIX vs. DODIX - Dividend Comparison

SSHIX's dividend yield for the trailing twelve months is around 4.49%, more than DODIX's 4.23% yield.


TTM20242023202220212020201920182017201620152014
SSHIX
Allspring Short-Term Bond Plus Fund
4.49%4.42%3.92%2.14%1.50%2.10%2.62%2.21%1.64%1.59%1.33%1.35%
DODIX
Dodge & Cox Income Fund
4.23%4.24%3.86%2.84%1.89%2.44%3.04%3.00%2.76%3.11%3.03%3.84%

Drawdowns

SSHIX vs. DODIX - Drawdown Comparison

The maximum SSHIX drawdown since its inception was -7.78%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for SSHIX and DODIX. For additional features, visit the drawdowns tool.


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Volatility

SSHIX vs. DODIX - Volatility Comparison

The current volatility for Allspring Short-Term Bond Plus Fund (SSHIX) is 0.51%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.62%. This indicates that SSHIX experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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