Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 30, 2009, 7:51AM ET - U.S. Markets open in 1 hour and 39 minutes. Dow Down 1.48% Nasdaq  0.00%
Dodge & Cox Balanced (DODBX)On Nov 27: 63.18  Down 0.90 (1.40%)  
MORE ON DODBX
Quotes
Charts
News & Info
Fund
HerePerformance
Analyst


Performance  As of 31-Oct-09Get Performance for:
PERFORMANCE OVERVIEW 
Morningstar Return Rating:Above average
Year to Date Return:21.32%
5-Year Average Return:1.14%
Number of Years Up:4
Number of Years Down:1
Best 1-Yr Total Return (2006):13.86%
Worst 1-Yr Total Return (2008):-33.57%
Best 3-Yr Total Return (2004-6):11.20%
Worst 3-Yr Total Return (2006-8):-8.36%
LOAD ADJUSTED RETURNS 
1-Year:No load
3-Year:No load
5-Year:No load
10-Year:No load
TRAILING RETURNS (%) VS. BENCHMARKS 
ReturnDODBXCategoryDiffIndex*Diff
Year To Date21.3218.163.16N/AN/A
1-Month-1.89-1.24-0.65N/AN/A
3-Month5.904.711.19N/AN/A
1-Year18.5115.732.78N/AN/A
3-Year-5.58-2.66-2.92N/AN/A
5-Year1.142.10-0.96N/AN/A
Last Bull Market ( 28-Feb-09 to 30-Sep-09)46.5133.3213.19N/AN/A
Last Bear Market ( 31-Aug-08 to 31-Aug-09)-12.14-8.51-3.63N/AN/A
* Index means [ ]
ANNUAL TOTAL RETURN (%) HISTORY  
YearDODBXCategoryDiff
2009N/AN/AN/A
2008
 
-33.57-28.00-5.57
2007
 
1.735.99-4.26
2006
 
13.8611.292.57
2005
 
6.595.131.46
2004
 
13.308.864.44
2003
 
24.4420.354.09
2002
 
-2.94-12.029.08
2001
 
10.05-5.0515.10
2000
 
15.141.8213.32
1999
 
12.0610.711.35
PAST QUARTERLY RETURNS (%) FOR DODBX 
Q1Q2Q3Q4
2009-10.3518.9315.97N/A
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
1999N/AN/AN/A4.69
RANK IN CATEGORY (BY TOTAL RETURN) 
PeriodRankFunds in Category% Rank
Year To Date266121121.97
1-Month364125828.93
3-Month251125619.98
6-Month10912208.93
1-Year166120413.79
3-Year64895068.21
5-Year44579655.90

Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Performance for Another Symbol: Symbol Lookup
Top Performers by StyleProspectus Finder