DODGX - Dodge & Cox Stock

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return18.33%
5-Year Average Return16.29%
Number of Years Up40
Number of Years Down12
Best 1 Yr Total Return (Dec 30, 2017)40.55%
Worst 1 Yr Total Return (Dec 30, 2017)-43.31%
Best 3-Yr Total Return40.55%
Worst 3-Yr Total Return-12.37%

Trailing Returns (%) Vs. Benchmarks

ReturnDODGXCategory
YTD18.33%15.94%
1-Month2.43%1.51%
3-Month5.75%5.99%
1-Year18.33%15.94%
3-Year11.08%8.65%
5-Year16.29%13.33%
10-Year7.71%6.92%
Last Bull Market24.42%22.98%
Last Bear Market-21.55%-18.11%

Annual Total Return (%) History

Year
DODGXCategory
2017
18.33%15.94%
2016
21.28%14.81%
2015
-4.49%-4.05%
2014
10.40%10.21%
2013
40.55%31.21%
2012
22.01%14.57%
2011
-4.08%-0.75%
2010
13.49%13.66%
2009
31.27%24.13%
2008
-43.31%-37.09%
2007
0.14%1.42%
2006
18.53%18.15%
2005
9.37%5.95%
2004
19.17%12.97%
2003
32.34%28.44%
2002
-10.54%-18.69%
2001
9.33%-4.99%
2000
16.31%7.87%
1999
20.21%6.72%
1998
5.40%12.00%
1997
28.40%26.61%
1996
22.27%20.08%
1995
33.52%32.39%
1994
5.17%-0.70%
1993
18.33%13.61%
1992
10.82%10.21%
1991
21.47%28.60%
1990
-5.09%-6.22%
1989
26.94%23.21%
1988
13.76%17.28%
1987
11.95%0.66%
1986
18.31%16.12%
1985
37.86%28.53%
1984
5.18%6.00%
1983
26.54%23.98%
1982
22.07%24.89%
1981
-2.57%3.04%
1980
33.19%28.01%
1979
20.81%23.70%
1978
9.42%9.71%
1977
-6.10%-0.05%
1976
22.21%30.35%
1975
38.91%36.96%
1974
-24.57%-19.76%
1973
-12.50%-15.13%
1972
12.52%11.73%
1971
15.59%14.78%
1970
-4.38%1.24%
1969
-13.80%-13.26%
1968
24.31%15.30%
1967
28.17%26.22%
1966
-12.07%-7.39%
1965
N/A16.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.97%1.76%4.76%5.75%
2016-0.99%1.70%8.79%10.71%
2015-1.19%2.56%-9.84%4.54%
20142.42%4.48%0.93%2.21%
201311.74%5.20%6.93%11.82%
201213.29%-3.07%8.03%2.85%
20115.95%0.32%-18.83%11.17%
20106.66%-13.66%10.85%11.18%
2009-14.86%23.10%19.88%4.48%
2008-11.93%-4.48%-12.10%-23.34%
20071.72%5.41%-1.92%-4.78%
20065.30%0.81%4.82%6.54%
20050.12%0.56%5.45%3.01%
20044.96%1.06%-0.26%12.64%
2003-5.29%16.59%5.24%13.88%
20024.89%-6.22%-15.84%8.06%
20010.95%7.30%-10.23%12.44%
20000.27%-2.22%6.24%11.66%
19994.53%16.64%-8.39%7.61%
19989.73%-1.05%-14.30%13.26%
19972.45%15.42%10.23%-1.50%
19966.29%3.26%2.32%8.87%
19959.80%8.54%7.98%3.76%
1994-0.66%0.67%5.43%-0.25%
19937.82%4.84%3.40%1.24%
19921.12%1.62%1.64%6.09%
199113.11%-0.06%4.00%3.32%
1990-1.68%4.45%-16.04%10.08%
19895.68%6.73%9.73%2.57%
19885.10%7.72%-2.28%2.83%
198720.20%6.81%9.03%-20.02%
198613.77%2.82%-5.94%7.52%
19859.12%8.05%-1.29%18.45%
1984-0.83%-4.12%6.94%3.44%
198310.41%11.46%2.57%0.25%
1982-4.27%-1.73%10.27%17.68%
19812.42%-1.52%-9.45%6.67%
1980-5.33%12.68%13.18%10.33%
19798.71%3.08%7.02%0.73%
1978-4.28%11.16%8.49%-5.20%
1977-6.53%3.51%-2.97%0.03%
197613.25%2.63%-0.43%5.61%
197524.22%14.57%-11.08%9.76%
1974-2.81%-8.23%-22.33%8.88%
1973-9.43%-5.91%13.32%-9.39%
19725.61%-0.07%2.44%4.07%
197115.27%-1.19%0.12%1.36%
1970-1.91%-21.57%17.70%5.59%
1969-4.49%-7.32%-3.08%0.47%
1968-3.81%14.28%7.89%4.82%
196716.45%1.24%10.16%-1.31%
1966-1.09%-4.95%-14.48%9.36%
1965-2.39%9.03%6.85%N/A

Rank In Category (By Total Return)

YTD24
1-Month9
3-Month56
1-Year24
3-Year6
5-Year2

Load Adjusted Returns

1-Year18.33%
3-Year11.08%
5-Year16.29%
10-Year7.71%