USIBX vs. DODIX
Compare and contrast key facts about USAA Intermediate Term Bond Fund (USIBX) and Dodge & Cox Income Fund (DODIX).
USIBX is managed by Victory Capital. It was launched on Aug 2, 1999. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USIBX or DODIX.
Key characteristics
| USIBX | DODIX | |
|---|---|---|
| YTD Return | 5.69% | 6.05% |
| 1Y Return | 11.40% | 12.20% |
| 3Y Return (Ann) | -0.60% | 0.20% |
| 5Y Return (Ann) | 2.07% | 2.22% |
| 10Y Return (Ann) | 2.93% | 2.99% |
| Sharpe Ratio | 1.94 | 1.85 |
| Daily Std Dev | 5.81% | 6.54% |
| Max Drawdown | -17.83% | -16.38% |
| Current Drawdown | -2.05% | -0.46% |
Correlation
The correlation between USIBX and DODIX is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
USIBX vs. DODIX - Performance Comparison
In the year-to-date period, USIBX achieves a 5.69% return, which is significantly lower than DODIX's 6.05% return. Both investments have delivered pretty close results over the past 10 years, with USIBX having a 2.93% annualized return and DODIX not far ahead at 2.99%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USIBX vs. DODIX - Expense Ratio Comparison
USIBX has a 0.63% expense ratio, which is higher than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
USIBX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for USAA Intermediate Term Bond Fund (USIBX) 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.
Dividends
USIBX vs. DODIX - Dividend Comparison
USIBX's dividend yield for the trailing twelve months is around 4.27%, more than DODIX's 3.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.27% | 4.09% | 3.19% | 4.98% | 6.60% | 4.93% | 3.68% | 3.45% | 3.86% | 4.34% | 4.25% | 4.42% |
DODIX Dodge & Cox Income Fund | 3.93% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% | 3.07% |
Drawdowns
USIBX vs. DODIX - Drawdown Comparison
The maximum USIBX drawdown since its inception was -17.83%, which is greater than DODIX's maximum drawdown of -16.38%. Use the drawdown chart below to compare losses from any high point for USIBX and DODIX. For additional features, visit the drawdowns tool.
Volatility
USIBX vs. DODIX - Volatility Comparison
The current volatility for USAA Intermediate Term Bond Fund (USIBX) is 1.03%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.22%. This indicates that USIBX 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.