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    Dodge & Cox Balanced (DODBX)

    102.62 Down 1.92(1.84%) Dec 19

    Performance Overview as of Nov 29, 2014Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:9.07%
    5-Year Average Return:13.21%
    Number of Years Up:43
    Number of Years Down:10
    Best 1 Yr Total Return (2009-12-31):28.37%
    Worst 1 Yr Total Return (2008-12-31):-33.57%
    Best 3-Yr Total Return (N/A):14.54%
    Worst 3-Yr Total Return (N/A):-8.36%
    Load Adjusted Returns 
    1-Year:11.05%
    3-Year:18.74%
    5-Year:13.21%
    10-Year:7.05%
    Trailing Returns (%) vs. Benchmarks 
    ReturnDODBXCategoryDiffIndex*Diff
    Year To Date9.07N/AN/AN/AN/A
    1-Month1.85N/AN/AN/AN/A
    3-Month0.94N/AN/AN/AN/A
    1-Year11.05N/AN/AN/AN/A
    3-Year18.74N/AN/AN/AN/A
    5-Year13.21N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)19.13N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-16.16N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearDODBXCategoryDiff
    2014N/AN/AN/A
    2013
     
    28.37N/AN/A
    2012
     
    18.32N/AN/A
    2011
     
    -1.66N/AN/A
    2010
     
    12.22N/AN/A
    2009
     
    28.37N/AN/A
    2008
     
    -33.57N/AN/A
    2007
     
    1.73N/AN/A
    2006
     
    13.86N/AN/A
    2005
     
    6.59N/AN/A
    2004
     
    13.30N/AN/A
    2003
     
    24.44N/AN/A
    2002
     
    -2.94N/AN/A
    2001
     
    10.05N/AN/A
    2000
     
    15.14N/AN/A
    1999
     
    12.06N/AN/A
    1998
     
    6.69N/AN/A
    1997
     
    21.19N/AN/A
    1996
     
    14.76N/AN/A
    1995
     
    28.02N/AN/A
    1994
     
    1.99N/AN/A
    1993
     
    15.95N/AN/A
    1992
     
    10.56N/AN/A
    1991
     
    20.72N/AN/A
    1990
     
    0.94N/AN/A
    1989
     
    23.02N/AN/A
    1988
     
    11.54N/AN/A
    1987
     
    7.18N/AN/A
    1986
     
    18.81N/AN/A
    1985
     
    32.50N/AN/A
    1984
     
    4.71N/AN/A
    1983
     
    16.88N/AN/A
    1982
     
    26.13N/AN/A
    1981
     
    -2.53N/AN/A
    1980
     
    21.65N/AN/A
    1979
     
    13.49N/AN/A
    1978
     
    6.02N/AN/A
    1977
     
    -3.26N/AN/A
    1976
     
    25.34N/AN/A
    1975
     
    29.44N/AN/A
    1974
     
    -19.27N/AN/A
    1973
     
    -9.74N/AN/A
    1972
     
    11.41N/AN/A
    1971
     
    10.95N/AN/A
    1970
     
    2.83N/AN/A
    1969
     
    -8.04N/AN/A
    1968
     
    14.83N/AN/A
    1967
     
    16.83N/AN/A
    1966
     
    -5.24N/AN/A
    1965
     
    15.25N/AN/A
    1964
     
    9.81N/AN/A
    1963
     
    9.80N/AN/A
    1962
     
    -7.59N/AN/A
    1961
     
    34.22N/AN/A
    Past Quarterly Returns (%) for DODBX 
    Q1Q2Q3Q4
    20142.443.730.68N/A
    20138.833.465.198.38
    201210.85-2.236.592.42
    20114.920.67-14.148.45
    20105.56-9.578.488.37
    2009-10.3518.9315.973.82
    2008-8.02-3.57-10.43-16.37
    20071.623.67-0.63-2.82
    20063.540.534.264.91
    2005-0.091.073.412.09
    20044.030.270.478.12
    2003-2.8612.323.789.88
    20023.28-2.93-8.946.32
    20011.955.19-5.228.27
    20001.25-1.095.169.33
    19992.819.92-5.294.69
    19986.550.23-7.938.51
    19971.1110.967.860.15
    19963.062.172.186.65
    19957.858.025.484.18
    1994-1.27-0.093.42-0.02
    19936.604.173.121.26
    19920.643.212.673.67
    19919.670.834.554.42
    1990-1.284.45-9.267.89
    19894.517.466.372.99
    19884.944.41-0.061.86
    198714.273.003.76-12.24
    198612.772.74-3.566.33
    19856.529.13-0.0814.08
    1984-1.31-4.497.293.54
    19837.066.880.611.52
    1982-0.820.7011.8212.93
    19811.29-1.64-9.077.58
    1980-5.4714.574.147.86
    19797.112.954.05-1.08
    1978-3.235.547.68-3.59
    1977-3.963.10-2.370.07
    197612.743.271.875.68
    197515.9310.68-7.368.89
    1974-3.84-8.37-16.409.60
    1973-7.38-4.852.83-0.40
    19723.75-0.192.085.38
    19717.89-1.44-0.244.58
    1970-0.37-14.9512.817.57
    1969-1.21-3.99-0.04-3.00
    1968-3.2710.526.091.24
    196711.751.053.66-0.19
    1966-0.78-3.03-8.858.05
    19653.08-0.648.084.11
    19643.582.763.47-0.29
    19634.244.031.030.22
    1962-1.80-17.844.1310.00
    196122.37-0.394.894.97
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date22N/A
    1-Month13N/A
    3-Month40N/A
    6-Month19N/A
    1-Year17N/A
    3-Year1N/A
    5-Year2N/A