Dow Down0.35% Nasdaq Down0.81%

Dodge & Cox Stock (DODGX)

170.79 Down 0.96(0.56%) Aug 24

Performance Overview as of Jul 30, 2016Get Performance Overview for:
Performance Overview 
Morningstar Return Rating:3.00
Year-to-Date Return:6.08%
5-Year Average Return:12.48%
Number of Years Up:38
Number of Years Down:12
Best 1 Yr Total Return (2013-12-31):40.55%
Worst 1 Yr Total Return (2008-12-31):-43.31%
Best 3-Yr Total Return (N/A):23.71%
Worst 3-Yr Total Return (N/A):-12.37%
Load Adjusted Returns 
1-Year:-1.13%
3-Year:8.26%
5-Year:12.48%
10-Year:5.62%
Trailing Returns (%) vs. Benchmarks 
ReturnDODGXCategoryDiffIndex*Diff
Year To Date6.08N/AN/AN/AN/A
1-Month5.35N/AN/AN/AN/A
3-Month4.92N/AN/AN/AN/A
1-Year-1.13N/AN/AN/AN/A
3-Year8.26N/AN/AN/AN/A
5-Year12.48N/AN/AN/AN/A
Last Bull Market (Sep 29, 2011 to Apr 29, 2012)24.42N/AN/AN/AN/A
Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-21.55N/AN/AN/AN/A
Annual Total Return (%) History () 
YearDODGXCategoryDiff
2016N/AN/AN/A
2015
 
-4.49N/AN/A
2014
 
10.40N/AN/A
2013
 
40.55N/AN/A
2012
 
22.01N/AN/A
2011
 
-4.08N/AN/A
2010
 
13.49N/AN/A
2009
 
31.27N/AN/A
2008
 
-43.31N/AN/A
2007
 
0.14N/AN/A
2006
 
18.53N/AN/A
2005
 
9.37N/AN/A
2004
 
19.17N/AN/A
2003
 
32.34N/AN/A
2002
 
-10.54N/AN/A
2001
 
9.33N/AN/A
2000
 
16.31N/AN/A
1999
 
20.21N/AN/A
1998
 
5.40N/AN/A
1997
 
28.40N/AN/A
1996
 
22.27N/AN/A
1995
 
33.52N/AN/A
1994
 
5.17N/AN/A
1993
 
18.33N/AN/A
1992
 
10.82N/AN/A
1991
 
21.47N/AN/A
1990
 
-5.09N/AN/A
1989
 
26.94N/AN/A
1988
 
13.76N/AN/A
1987
 
11.95N/AN/A
1986
 
18.31N/AN/A
1985
 
37.86N/AN/A
1984
 
5.18N/AN/A
1983
 
26.54N/AN/A
1982
 
22.07N/AN/A
1981
 
-2.57N/AN/A
1980
 
33.19N/AN/A
1979
 
20.81N/AN/A
1978
 
9.42N/AN/A
1977
 
-6.10N/AN/A
1976
 
22.21N/AN/A
1975
 
38.91N/AN/A
1974
 
-24.57N/AN/A
1973
 
-12.50N/AN/A
1972
 
12.52N/AN/A
1971
 
15.59N/AN/A
1970
 
-4.38N/AN/A
1969
 
-13.80N/AN/A
1968
 
24.31N/AN/A
1967
 
28.17N/AN/A
1966
 
-12.07N/AN/A
1965N/AN/AN/A
Past Quarterly Returns (%) for DODGX 
Q1Q2Q3Q4
2016-0.991.70N/AN/A
2015-1.192.56-9.844.54
20142.424.480.932.21
201311.745.206.9311.82
201213.29-3.078.032.85
20115.950.32-18.8311.17
20106.66-13.6610.8511.18
2009-14.8623.1019.884.48
2008-11.93-4.48-12.10-23.34
20071.725.41-1.92-4.78
20065.300.814.826.54
20050.120.565.453.01
20044.961.06-0.2612.64
2003-5.2916.595.2413.88
20024.89-6.22-15.848.06
20010.957.30-10.2312.44
20000.27-2.226.2411.66
19994.5316.64-8.397.61
19989.73-1.05-14.3013.26
19972.4515.4210.23-1.50
19966.293.262.328.87
19959.808.547.983.76
1994-0.660.675.43-0.25
19937.824.843.401.24
19921.121.621.646.09
199113.11-0.064.003.32
1990-1.684.45-16.0410.08
19895.686.739.732.57
19885.107.72-2.282.83
198720.206.819.03-20.02
198613.772.82-5.947.52
19859.128.05-1.2918.45
1984-0.83-4.126.943.44
198310.4111.462.570.25
1982-4.27-1.7310.2717.68
19812.42-1.52-9.456.67
1980-5.3312.6813.1810.33
19798.713.087.020.73
1978-4.2811.168.49-5.20
1977-6.533.51-2.970.03
197613.252.63-0.435.61
197524.2214.57-11.089.76
1974-2.81-8.23-22.338.88
1973-9.43-5.9113.32-9.39
19725.61-0.072.444.07
197115.27-1.190.121.36
1970-1.91-21.5717.705.59
1969-4.49-7.32-3.080.47
1968-3.8114.287.894.82
196716.451.2410.16-1.31
1966-1.09-4.95-14.489.36
1965-2.399.036.85N/A
Rank in Category (by total return) 
PeriodRankFunds in Category% Rank
Year To Date64N/A
1-Month5N/A
3-Month34N/A
6-Month38N/A
1-Year77N/A
3-Year33N/A
5-Year14N/A