Dodge Cox Correlations

Mutual Funds . USA . 
Fund . Dodge Income Fund
DODIX Fund  USD 12.52  0.01  0.08%   
The current 90-days correlation between Dodge Income and Dodge Balanced Fund is 0.38 (i.e., Weak diversification). The correlation of Dodge Cox is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak. If the correlation is 0, the equities are not correlated; they are entirely random.

Dodge Cox Correlation With Market

Significant diversification

The correlation between Dodge Income Fund and DJI is 0.01 (i.e., Significant diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Dodge Income Fund and DJI in the same portfolio, assuming nothing else is changed.
  
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Income Fund. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Moving together with Dodge Mutual Fund

  0.72DODGX Dodge Stock FundPairCorr
  0.69DODFX Dodge International StockPairCorr
  0.71DODEX Dodge Cox EmergingPairCorr
  0.77DODBX Dodge BalancedPairCorr
  0.71DODWX Dodge Global StockPairCorr
  0.92DODLX Dodge Global BondPairCorr
  0.92DOXLX Dodge Cox GlobalPairCorr
  0.93DOXIX Dodge Cox IncomePairCorr
  0.73DOXGX Dodge Cox StockPairCorr
  0.68DOXFX Dodge Cox InternationalPairCorr
  0.76DOXBX Dodge Cox BalancedPairCorr
  0.71DOXWX Dodge Cox GlobalPairCorr
  0.9MWTNX Metropolitan West TotalPairCorr
  0.91MWTSX Metropolitan West TotalPairCorr
  0.93PTTPX Pimco Total ReturnPairCorr
  0.91PTRRX Total ReturnPairCorr
  0.92PTRAX Total ReturnPairCorr
  0.92PTTRX Total ReturnPairCorr
  0.93FIWGX Strategic AdvisersPairCorr
  0.9MWTIX Metropolitan West TotalPairCorr
  0.98MWTRX Metropolitan West TotalPairCorr
  0.71VTSAX Vanguard Total StockPairCorr
  0.72VFIAX Vanguard 500 IndexPairCorr
  0.72VTSMX Vanguard Total StockPairCorr
  0.72VSMPX Vanguard Total StockPairCorr
  0.72VSTSX Vanguard Total StockPairCorr
  0.71VITSX Vanguard Total StockPairCorr
  0.71VFINX Vanguard 500 IndexPairCorr
  0.72VFFSX Vanguard 500 IndexPairCorr
  0.72VGTSX Vanguard Total InterPairCorr
  0.72VTIAX Vanguard Total InterPairCorr
  0.63MPACX Matthews Asia GrowthPairCorr
  0.74GRSRX Cohen Steers GlobalPairCorr
  0.75VWELX Vanguard WellingtonPairCorr
  0.65IGRFX Ivy Mid CapPairCorr
  0.79JSIYX Jpmorgan SmartretirementPairCorr
  0.8LTTBX Mfs Lifetime 2025PairCorr
  0.71PFGRX Pioneer FundamentalPairCorr
  0.82ITTIX Hartford BalancedPairCorr

Related Correlations Analysis

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Risk-Adjusted Indicators

There is a big difference between Dodge Mutual Fund performing well and Dodge Cox Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Dodge Cox's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

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