DODBX - Dodge & Cox Balanced

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return10.74%
5-Year Average Return12.35%
Number of Years Up45
Number of Years Down11
Best 1 Yr Total Return (Nov 29, 2017)28.37%
Worst 1 Yr Total Return (Nov 29, 2017)-33.57%
Best 3-Yr Total Return28.37%
Worst 3-Yr Total Return-8.36%

Trailing Returns (%) Vs. Benchmarks

ReturnDODBXCategory
YTD10.74%10.59%
1-Month1.56%1.05%
3-Month4.42%2.58%
1-Year11.97%13.46%
3-Year7.77%5.25%
5-Year12.35%7.87%
10-Year6.74%5.03%
Last Bull Market19.13%15.48%
Last Bear Market-16.16%-12.18%

Annual Total Return (%) History

Year
DODBXCategory
2017
N/AN/A
2016
16.56%7.34%
2015
-2.87%-1.93%
2014
8.87%6.21%
2013
28.37%16.48%
2012
18.32%11.72%
2011
-1.66%-0.11%
2010
12.22%11.83%
2009
28.37%24.13%
2008
-33.57%-28.00%
2007
1.73%5.99%
2006
13.86%11.29%
2005
6.59%5.13%
2004
13.30%8.86%
2003
24.44%20.35%
2002
-2.94%-12.02%
2001
10.05%-5.05%
2000
15.14%1.82%
1999
12.06%10.71%
1998
6.69%13.52%
1997
21.19%19.63%
1996
14.76%13.70%
1995
28.02%25.63%
1994
1.99%-2.52%
1993
15.95%11.37%
1992
10.56%7.73%
1991
20.72%24.89%
1990
0.94%-1.10%
1989
23.02%19.04%
1988
11.54%12.38%
1987
7.18%2.33%
1986
18.81%16.43%
1985
32.50%27.31%
1984
4.71%8.22%
1983
16.88%17.96%
1982
26.13%29.46%
1981
-2.53%4.32%
1980
21.65%19.48%
1979
13.49%15.00%
1978
6.02%4.67%
1977
-3.26%0.43%
1976
25.34%27.96%
1975
29.44%29.04%
1974
-19.27%-16.55%
1973
-9.74%-14.06%
1972
11.41%8.41%
1971
10.95%13.97%
1970
2.83%2.83%
1969
-8.04%-13.18%
1968
14.83%14.58%
1967
16.83%18.14%
1966
-5.24%-7.48%
1965
15.25%12.18%
1964
9.81%11.92%
1963
9.80%13.59%
1962
-7.59%-7.04%
1961
34.22%20.08%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20173.74%1.56%3.14%N/A
20160.31%2.01%6.65%6.80%
2015-0.26%1.37%-6.87%3.16%
20142.44%3.73%0.68%1.77%
20138.83%3.46%5.19%8.38%
201210.85%-2.23%6.59%2.42%
20114.92%0.67%-14.14%8.45%
20105.56%-9.57%8.48%8.37%
2009-10.35%18.93%15.97%3.82%
2008-8.02%-3.57%-10.43%-16.37%
20071.62%3.67%-0.63%-2.82%
20063.54%0.53%4.26%4.91%
2005-0.09%1.07%3.41%2.09%
20044.03%0.27%0.47%8.12%
2003-2.86%12.32%3.78%9.88%
20023.28%-2.93%-8.94%6.32%
20011.95%5.19%-5.22%8.27%
20001.25%-1.09%5.16%9.33%
19992.81%9.92%-5.29%4.69%
19986.55%0.23%-7.93%8.51%
19971.11%10.96%7.86%0.15%
19963.06%2.17%2.18%6.65%
19957.85%8.02%5.48%4.18%
1994-1.27%-0.09%3.42%-0.02%
19936.60%4.17%3.12%1.26%
19920.64%3.21%2.67%3.67%
19919.67%0.83%4.55%4.42%
1990-1.28%4.45%-9.26%7.89%
19894.51%7.46%6.37%2.99%
19884.94%4.41%-0.06%1.86%
198714.27%3.00%3.76%-12.24%
198612.77%2.74%-3.56%6.33%
19856.52%9.13%-0.08%14.08%
1984-1.31%-4.49%7.29%3.54%
19837.06%6.88%0.61%1.52%
1982-0.82%0.70%11.82%12.93%
19811.29%-1.64%-9.07%7.58%
1980-5.47%14.57%4.14%7.86%
19797.11%2.95%4.05%-1.08%
1978-3.23%5.54%7.68%-3.59%
1977-3.96%3.10%-2.37%0.07%
197612.74%3.27%1.87%5.68%
197515.93%10.68%-7.36%8.89%
1974-3.84%-8.37%-16.40%9.60%
1973-7.38%-4.85%2.83%-0.40%
19723.75%-0.19%2.08%5.38%
19717.89%-1.44%-0.24%4.58%
1970-0.37%-14.95%12.81%7.57%
1969-1.21%-3.99%-0.04%-3.00%
1968-3.27%10.52%6.09%1.24%
196711.75%1.05%3.66%-0.19%
1966-0.78%-3.03%-8.85%8.05%
19653.08%-0.64%8.08%4.11%
19643.58%2.76%3.47%-0.29%
19634.24%4.03%1.03%0.22%
1962-1.80%-17.84%4.13%10.00%
196122.37%-0.39%4.89%4.97%

Rank In Category (By Total Return)

YTD72
1-Month36
3-Month31
1-Year75
3-Year5
5-Year2

Load Adjusted Returns

1-Year11.97%
3-Year7.77%
5-Year12.35%
10-Year6.74%