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 | 3.44% | 3.45% |
| 1Y Return | 9.94% | 10.65% |
| 3Y Return (Ann) | -2.11% | -0.45% |
| 5Y Return (Ann) | 0.08% | 1.68% |
| 10Y Return (Ann) | 1.87% | 2.69% |
| Sharpe Ratio | 1.67 | 1.60 |
| Sortino Ratio | 2.45 | 2.36 |
| Omega Ratio | 1.30 | 1.28 |
| Calmar Ratio | 0.57 | 0.85 |
| Martin Ratio | 6.56 | 6.46 |
| Ulcer Index | 1.40% | 1.51% |
| Daily Std Dev | 5.51% | 6.09% |
| Max Drawdown | -20.24% | -16.38% |
| Current Drawdown | -7.63% | -2.89% |
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
The year-to-date returns for both investments are quite close, with USIBX having a 3.44% return and DODIX slightly higher at 3.45%. Over the past 10 years, USIBX has underperformed DODIX with an annualized return of 1.87%, while DODIX has yielded a comparatively higher 2.69% annualized return. 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 4.43%, more than DODIX's 4.14% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USIBX USAA Intermediate Term Bond Fund | 4.43% | 4.09% | 3.19% | 2.32% | 3.01% | 3.58% | 3.68% | 3.45% | 3.86% | 4.23% | 4.11% | 4.38% |
DODIX Dodge & Cox Income Fund | 4.14% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% | 3.07% |
Drawdowns
USIBX vs. DODIX - Drawdown Comparison
The maximum USIBX drawdown since its inception was -20.24%, 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
USAA Intermediate Term Bond Fund (USIBX) and Dodge & Cox Income Fund (DODIX) have volatilities of 1.66% and 1.74%, 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.