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Dodge & Cox Balanced (DODBX)

On Nov 30: 63.29   0.11 (0.17%)

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Risk  As of 31-Oct-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: High 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% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic DODBX Category Alpha (against Standard Index) -5.02 -2.88 Beta (against Standard Index) 1.36 1.08 Mean Annual Return -5.58 -0.13 R-squared (against Standard Index) 94 93.44 Standard Deviation 18.40 14.69 Sharpe Ratio -0.35 N/A Treynor Ratio -5.90 N/A 5 Years Statistic DODBX Category Alpha (against Standard Index) -3.59 -2.47 Beta (against Standard Index) 1.31 1.06 Mean Annual Return 1.14 0.23 R-squared (against Standard Index) 92 92.52 Standard Deviation 14.67 11.89 Sharpe Ratio -0.05 N/A Treynor Ratio -1.43 N/A 10 Years Statistic DODBX Category Alpha (against Standard Index) 1.19 -2.17 Beta (against Standard Index) 1.13 1.05 Mean Annual Return 5.99 0.26 R-squared (against Standard Index) 80 86.72 Standard Deviation 12.49 11.31 Sharpe Ratio 0.30 N/A Treynor Ratio 2.68 N/A
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