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    Dodge & Cox Income (DODIX)

    13.63 Down 0.02(0.15%) Jan 13

    Performance Overview as of Dec 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:4.00
    Year-to-Date Return:5.61%
    5-Year Average Return:3.77%
    Number of Years Up:23
    Number of Years Down:4
    Best 1 Yr Total Return (2009-12-31):16.05%
    Worst 1 Yr Total Return (2015-12-31):-0.59%
    Best 3-Yr Total Return (N/A):9.22%
    Worst 3-Yr Total Return (N/A):1.81%
    Load Adjusted Returns 
    1-Year:5.61%
    3-Year:3.46%
    5-Year:3.77%
    10-Year:5.05%
    Trailing Returns (%) vs. Benchmarks 
    ReturnDODIXCategoryDiffIndex*Diff
    Year To Date5.61N/AN/AN/AN/A
    1-Month0.57N/AN/AN/AN/A
    3-Month-1.24N/AN/AN/AN/A
    1-Year5.61N/AN/AN/AN/A
    3-Year3.46N/AN/AN/AN/A
    5-Year3.77N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)5.15N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)0.75N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearDODIXCategoryDiff
    2016
     
    5.61N/AN/A
    2015
     
    -0.59N/AN/A
    2014
     
    5.48N/AN/A
    2013
     
    0.64N/AN/A
    2012
     
    7.94N/AN/A
    2011
     
    4.76N/AN/A
    2010
     
    7.17N/AN/A
    2009
     
    16.05N/AN/A
    2008
     
    -0.29N/AN/A
    2007
     
    4.68N/AN/A
    2006
     
    5.30N/AN/A
    2005
     
    1.98N/AN/A
    2004
     
    3.64N/AN/A
    2003
     
    5.97N/AN/A
    2002
     
    10.75N/AN/A
    2001
     
    10.32N/AN/A
    2000
     
    10.70N/AN/A
    1999
     
    -0.81N/AN/A
    1998
     
    8.08N/AN/A
    1997
     
    10.00N/AN/A
    1996
     
    3.61N/AN/A
    1995
     
    20.21N/AN/A
    1994
     
    -2.89N/AN/A
    1993
     
    11.34N/AN/A
    1992
     
    7.80N/AN/A
    1991
     
    17.94N/AN/A
    1990
     
    7.41N/AN/A
    1989N/AN/AN/A
    Past Quarterly Returns (%) for DODIX 
    Q1Q2Q3Q4
    20162.372.641.79-1.24
    20151.29-1.19-0.810.13
    20142.312.19-0.000.89
    20130.54-1.840.811.15
    20122.971.292.500.97
    20111.361.770.191.37
    20102.241.992.580.19
    20090.267.485.841.76
    20080.56-0.32-3.773.37
    20071.43-0.242.101.32
    20060.080.003.431.73
    2005-0.472.14-0.240.55
    20041.86-2.072.691.17
    20031.422.820.541.08
    20020.983.123.812.45
    20013.821.324.240.61
    20002.111.322.724.17
    1999-0.33-0.990.430.09
    19981.412.413.140.90
    1997-0.773.683.693.12
    1996-2.070.462.033.23
    19955.497.012.054.36
    1994-2.38-1.510.450.56
    19934.763.213.15-0.16
    1992-1.624.574.780.02
    19913.321.596.265.75
    1990-1.513.510.205.15
    19897.880.653.30N/A
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date6N/A
    1-Month10N/A
    3-Month3N/A
    6-Month3N/A
    1-Year6N/A
    3-Year16N/A
    5-Year10N/A