All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
DODIX real return snapshot: after CPI-U inflation, DODIX returned −5.44% over the past year and −5.62% YTD, with dividends reinvested. Since Aug. 30, 1989, DODIX is up +191.59% in real purchasing-power return, or +2.92%/yr, and is currently −20.09% below its real total-return high on Dec. 31, 2020.
Data ending Fri Oct. 23, 2026
| Wed 1989-08-30💬 to Fri 2026-10-23 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DODIX × |
+191.59%
+2.92%/yr |
+3.19%/yr
R2=0.881 |
||||
| Dodge & Cox Income Fund Mutual Fund | ||||||
| Wed 1989-08-30💬 to Fri 2026-10-23 |
Start
Value |
End
Value |
|---|---|---|
| DODIX × |
$10,000.00
1989-08-30 |
$29,159.20
2026-10-23 |
| YTD | YoY | |
|---|---|---|
| DODIX × | −5.62% | −5.44% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| DODIX × |
−20.09%
on 2026-10-23 from 2020-12-31 peak |
−26.75%
on 2023-10-19 from 2020-12-31 peak |
| Period ending Fri 2026-10-23 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| DODIX × | −5.44% |
−1.32% −0.66%/yr |
+8.44% +2.74%/yr |
−14.39% −3.06%/yr |
−8.58% −0.89%/yr |
| Year | DODIX |
|---|---|
| 2026 (YTD) | −5.62% |
| 2025 | +5.50% |
| 2024 | −0.61% |
| 2023 | +4.20% |
| 2022 | −16.28% |
| 2021 | −7.43% |
| 2020 | +7.99% |
| 2019 | +7.28% |
| 2018 | −2.17% |
| 2017 | +2.20% |
| 2016 | +3.48% |
| 2015 | −1.32% |
| 2014 | +4.70% |
| 2013 | −0.85% |
| 2012 | +6.11% |
| 2011 | +1.74% |
| 2010 | +5.60% |
| 2009 | +12.99% |
| 2008 | −0.41% |
| 2007 | +0.57% |
| 2006 | +2.72% |
| 2005 | −1.40% |
| 2004 | +0.37% |
| 2003 | +4.01% |
| 2002 | +10.88% |
| 2001 | +8.65% |
| 2000 | +7.06% |
| 1999 | −3.40% |
| 1998 | +6.37% |
| 1997 | +8.15% |
| 1996 | +0.29% |
| 1995 | +16.93% |
| 1994 | −3.87% |
| 1993 | +6.84% |
| 1992 | +6.72% |
| 1991 | +14.08% |
| 1990 | +1.18% |
| 1989 | +2.46% |
