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Benchmark SP 500  1,650   0.91  Index Moved Down -0.06% ...


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Collecting data for ^GSPC and DODIX ...

Asset Comparison and Correlation

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Investment horizon: 
  30 Days    Login   to change
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 S&P 500  vs   Dodge & Cox Income
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Daily Returns (%)
GSPC   DODIX   
 
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Timeline
Assuming 30 trading days horizon, S&P 500 is expected to generate 4.75 times more return on investment than Dodge. However, SP 500 is 4.75 times more volatile than Dodge Cox Income. It trades about 0.32 of its potential returns per unit of risk. Dodge Cox Income is currently generating about -0.08 per unit of risk. If you would invest  158,224  in S&P 500 on April 25, 2013 and sell it today you would earn a total of  6,736  from holding S&P 500 or generate 4.26% return on investment over 30 days.

Diversification

Very good diversification
Overlapping area represents amount of risk that can be diversified away by holding S&P 500 and Dodge & Cox Income in the same portfolio assuming nothing else is changed

Correlation Coefficient

-0.44
Parameters
Time Period1 Month [change]
DirectionNegative ^GSPC Moved Down vs DODIX
StrengthVery Weak
Accuracy100.0%
ValuesDaily Returns
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Predicted Return Density
 
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Returns   
GSPC   DODIX   

S&P 500

 
Profile
    
SP 500
Performance
17
Out Of
100
Over 30
Days
?
    

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Dodge Cox Income

Alpha
 
Profile
    
Dodge
Performance
0
Out Of
100
Over 30
Days
?
Over the last 30 days Dodge Cox Income has generated negative risk-adjusted returns adding no value to investors with long positions.
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Match-ups for Dodge

PIMCO Total Return Instl vs. Dodge Cox Income
PIMCO Total Return B vs. Dodge Cox Income
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