DOXIX
Dodge & Cox Income Fund Class X
$12.22−0.07 (−0.57%)Close Nov 12, 2026
May 2, 2022 – Nov 12, 2026, Dividends reinvested
- Final balance
- $11,491
- CAGR
- +3.12%
- Max drawdown
- −8.83%
- Sharpe ratio
- 0.56
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Growth of $10,000
Trailing returns (%)
Total
- 1M
- +1.16%
- 3M
- −1.57%
- 6M
- −1.80%
- YTD
- −1.72%
- 1Y
- −1.51%
Per year
- 3Y
- +5.21%
- Since 2022
- +3.12%
Annual returns
2022 from May 2 · 2026 through Nov 12
DOXIX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | −1.72% |
| 2025 | +8.42% |
| 2024 | +2.33% |
| 2023 | +7.75% |
| 2022 from May 2 | −2.20% |
Metrics
Since 2022| Volatility | 5.75% |
|---|---|
| Sortino ratio | 0.83 |
| Calmar ratio | 0.35 |
| Best year, 2025 | +8.42% |
| Worst year, 2024 | +2.33% |
| Positive years | 3 of 3 |
| Longest drawdown | 10 months |
Worst drawdowns
Since 2022| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −8.8% | Aug 2022 | Oct 2022 | Feb 2023 | 6 months |
| −6.3% | Feb 2023 | Oct 2023 | Dec 2023 | 10 months |
| −5.5% | Feb 2026 | Oct 2026 | Not yet | 8 months so far |
| −5.3% | Sep 2024 | Jan 2025 | Jun 2025 | 9 months |
| −3.9% | May 2022 | Jun 2022 | Jul 2022 | 2 months |