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VBMFX vs. DODLX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VBMFX vs. DODLX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Bond Market Index Fund (VBMFX) and Dodge & Cox Global Bond Fund (DODLX). The values are adjusted to include any dividend payments, if applicable.

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VBMFX vs. DODLX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VBMFX
Vanguard Total Bond Market Index Fund
-0.30%7.05%1.15%5.62%-13.25%-2.04%7.63%8.61%-0.34%3.45%
DODLX
Dodge & Cox Global Bond Fund
-0.21%11.51%0.55%12.30%-8.21%-0.85%11.87%12.23%-1.45%8.31%

Returns By Period

In the year-to-date period, VBMFX achieves a -0.30% return, which is significantly lower than DODLX's -0.21% return. Over the past 10 years, VBMFX has underperformed DODLX with an annualized return of 1.50%, while DODLX has yielded a comparatively higher 4.88% annualized return.


VBMFX

1D
0.21%
1M
-1.63%
YTD
-0.30%
6M
0.35%
1Y
3.55%
3Y*
3.40%
5Y*
0.08%
10Y*
1.50%

DODLX

1D
0.45%
1M
-2.29%
YTD
-0.21%
6M
0.57%
1Y
6.83%
3Y*
6.69%
5Y*
3.17%
10Y*
4.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VBMFX vs. DODLX - Expense Ratio Comparison

VBMFX has a 0.15% expense ratio, which is lower than DODLX's 0.45% expense ratio.


Return for Risk

VBMFX vs. DODLX — Risk / Return Rank

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

VBMFX
VBMFX Risk / Return Rank: 4444
Overall Rank
VBMFX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VBMFX Sortino Ratio Rank: 4040
Sortino Ratio Rank
VBMFX Omega Ratio Rank: 2828
Omega Ratio Rank
VBMFX Calmar Ratio Rank: 6868
Calmar Ratio Rank
VBMFX Martin Ratio Rank: 4343
Martin Ratio Rank

DODLX
DODLX Risk / Return Rank: 8282
Overall Rank
DODLX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DODLX Sortino Ratio Rank: 8585
Sortino Ratio Rank
DODLX Omega Ratio Rank: 7777
Omega Ratio Rank
DODLX Calmar Ratio Rank: 8282
Calmar Ratio Rank
DODLX Martin Ratio Rank: 8080
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VBMFX vs. DODLX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Bond Market Index Fund (VBMFX) and Dodge & Cox Global Bond Fund (DODLX). 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.


VBMFXDODLXDifference

Sharpe ratio

Return per unit of total volatility

0.90

1.63

-0.73

Sortino ratio

Return per unit of downside risk

1.30

2.31

-1.01

Omega ratio

Gain probability vs. loss probability

1.16

1.30

-0.15

Calmar ratio

Return relative to maximum drawdown

1.62

2.02

-0.40

Martin ratio

Return relative to average drawdown

4.56

8.00

-3.43

VBMFX vs. DODLX - Sharpe Ratio Comparison

The current VBMFX Sharpe Ratio is 0.90, which is lower than the DODLX Sharpe Ratio of 1.63. The chart below compares the historical Sharpe Ratios of VBMFX and DODLX, 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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Sharpe Ratios by Period


VBMFXDODLXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.90

1.63

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.01

0.62

-0.60

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.30

1.03

-0.72

Sharpe Ratio (All Time)

Calculated using the full available price history

0.96

0.78

+0.18

Correlation

The correlation between VBMFX and DODLX is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

VBMFX vs. DODLX - Dividend Comparison

VBMFX's dividend yield for the trailing twelve months is around 3.50%, less than DODLX's 4.09% yield.


TTM20252024202320222021202020192018201720162015
VBMFX
Vanguard Total Bond Market Index Fund
3.50%3.76%3.57%2.99%2.49%1.72%2.31%2.63%2.47%2.45%2.43%2.71%
DODLX
Dodge & Cox Global Bond Fund
4.09%4.07%4.73%3.31%5.05%3.86%2.66%3.40%5.19%2.45%1.69%0.00%

Drawdowns

VBMFX vs. DODLX - Drawdown Comparison

The maximum VBMFX drawdown since its inception was -19.08%, which is greater than DODLX's maximum drawdown of -16.30%. Use the drawdown chart below to compare losses from any high point for VBMFX and DODLX.


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Drawdown Indicators


VBMFXDODLXDifference

Max Drawdown

Largest peak-to-trough decline

-19.08%

-16.30%

-2.78%

Max Drawdown (1Y)

Largest decline over 1 year

-2.73%

-3.67%

+0.94%

Max Drawdown (5Y)

Largest decline over 5 years

-18.24%

-16.30%

-1.94%

Max Drawdown (10Y)

Largest decline over 10 years

-19.08%

-16.30%

-2.78%

Current Drawdown

Current decline from peak

-3.56%

-2.88%

-0.68%

Average Drawdown

Average peak-to-trough decline

-2.70%

-3.06%

+0.36%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.97%

0.93%

+0.04%

Volatility

VBMFX vs. DODLX - Volatility Comparison

The current volatility for Vanguard Total Bond Market Index Fund (VBMFX) is 1.55%, while Dodge & Cox Global Bond Fund (DODLX) has a volatility of 2.02%. This indicates that VBMFX experiences smaller price fluctuations and is considered to be less risky than DODLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VBMFXDODLXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.55%

2.02%

-0.47%

Volatility (6M)

Calculated over the trailing 6-month period

2.58%

2.79%

-0.21%

Volatility (1Y)

Calculated over the trailing 1-year period

4.35%

4.46%

-0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

5.99%

5.17%

+0.82%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

4.96%

4.77%

+0.19%