U.S. markets closed

Dodge & Cox Balanced Fund (DODBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
115.54-0.44 (-0.38%)
At close: 8:01PM EDT

Risk Overview

Morningstar Risk Rating★★★★★
Number of Years Up48
Number of Years Down12
Best 1 Yr Total Return (Feb 3, 2019)28.37%
Worst 1 Yr Total Return (Feb 3, 2019)-33.57%

Risk Statistics

3 Years
DODBXCategory Average
5 Years
DODBXCategory Average
10 Years
DODBXCategory Average
Alpha
-1.59-0.01
-0.16-0.01
0.77-0
Beta
1.370.01
1.330.01
1.30.01
Mean Annual Return
1.120.01
1.10.01
0.930.01
R-squared
90.830.93
86.210.92
87.630.92
Standard Deviation
16.280.13
13.150.1
11.790.09
Sharpe Ratio
0.750.01
0.910.01
0.890.01
Treynor Ratio
8.480.09
8.880.09
7.950.07