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DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate
0.17%February 28 | MyPlanIQ portfolio symbol P_77525

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Holdings




Historical Performance


DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate NA 12.52% 4.07% 6.98% 6.22% 6.98% 6.81% 7.30%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 34.25% 10.57% 15.70% 13.31% 14.08% 10.54% 8.97%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 18.09% 3.51% 6.88% 6.22% 7.13% 6.08% 5.92%
Data as of 11/29/2024, AR inception is 12/31/2000

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DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate

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Retirement Spending Calculator for DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate

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Rolling Returns


From 12/31/2000 to 02/28/2025, the worst annualized return of 3-year rolling returns for DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate is -6.62%.
From 12/31/2000 to 02/28/2025, the worst annualized return of 5-year rolling returns for DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate is 0.11%.
From 12/31/2000 to 02/28/2025, the worst annualized return of 10-year rolling returns for DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate is 4.77%.
From 12/31/2000 to 02/28/2025, the worst annualized return of 20-year rolling returns for DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate is 6.38%.

Maximum Drawdown

DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Equal Weight Moderate Maximum Drawdown