All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DODIX: Total Return Chart (with Dividends Reinvested)

DODIX total return snapshot: DODIX returned −1.47% over the past year and −1.96% YTD, with dividends reinvested. Since Aug. 30, 1989, DODIX is up +687.77% in nominal total return, or +5.70%/yr, and is currently −4.05% below its total-return high on Feb. 27, 2026.

Data ending Fri Nov. 13, 2026

Growth of $10,000

Wed 1989-08-30💬 to Fri 2026-11-13 Overall
Return
Exponential
Trendline
DODIX
×
+687.77%
+5.70%/yr
+5.67%/yr
R2=0.961
Dodge & Cox Income Fund Mutual Fund

Growth of $10,000 Summary

Wed 1989-08-30💬 to Fri 2026-11-13 Start
Value
End
Value
DODIX
×
$10,000.00
1989-08-30
$78,777.30
2026-11-13

This Year’s Performance

through 2026-11-13

  YTD YoY
DODIX
×
−1.96% −1.47%

Drawdowns

  Current
Drawdown
Worst
Drawdown
DODIX
×
−4.05%
on 2026-11-13
from 2026-02-27 peak
−16.37%
on 2022-10-21
from 2021-08-02 peak

Rolling Returns

Period ending Fri 2026-11-13 1 yr 2 yr 3 yr 5 yr 10 yr
DODIX
×
−1.47% +5.76%
+2.84%/yr
+15.95%
+5.06%/yr
+4.22%
+0.83%/yr
+29.12%
+2.59%/yr

Annual Returns

Year DODIX
2026 (YTD) −1.96%
2025 +8.32%
2024 +2.25%
2023 +7.69%
2022 −10.86%
2021 −0.92%
2020 +9.46%
2019 +9.73%
2018 −0.31%
2017 +4.36%
2016 +5.62%
2015 −0.59%
2014 +5.49%
2013 +0.64%
2012 +7.95%
2011 +4.76%
2010 +7.18%
2009 +16.06%
2008 −0.32%
2007 +4.69%
2006 +5.31%
2005 +1.98%
2004 +3.64%
2003 +5.97%
2002 +13.52%
2001 +10.33%
2000 +10.69%
1999 −0.81%
1998 +8.08%
1997 +9.99%
1996 +3.61%
1995 +19.90%
1994 −1.30%
1993 +9.78%
1992 +9.82%
1991 +17.58%
1990 +7.37%
1989 +3.69%