Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DODBX (DODGE & COX BALANCED FUND DODGE & COX BALANCED FUND) | 2.93% | 10.33% | 12.10% | 6.30% | 9.51% | 9.57% | 7.66% | … | … |
Data as of 06/04/2026, Common starting date is 05/15/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODBX (DODGE & COX BALANCED FUND DODGE & COX BALANCED FUND) | 05/15/1986 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.22 | 10.33 | 12.10 | 6.30 | 9.51 | 9.57 | 7.66 | … | … | 2.93 | 13.80 | 8.76 | 13.77 | -7.30 | 19.21 | 7.93 | 19.64 | -4.66 | 12.59 | 16.55 | -2.86 | 9.31 | 28.37 | 18.31 | -1.64 | 12.22 | 28.41 | -33.60 | 1.74 | 13.85 | 6.59 | 13.31 | 24.45 | -2.95 | 10.04 | 15.28 | 4.07 | 0.92 | 15.41 | 13.42 | 25.88 | 2.33 | 13.32 | 11.69 | 22.14 | 2.26 | 23.07 | 10.05 | -1.15 | 2.18 |
| Sharpe Ratio | NA | 1.04 | 1.09 | 0.38 | 0.62 | NA | NA | … | … | 0.46 | 1.13 | 0.75 | 1.15 | -0.59 | 1.92 | 0.27 | 2.09 | -0.59 | 2.27 | 1.47 | -0.27 | 1.19 | 3.41 | 1.66 | -0.09 | 0.84 | 1.36 | -1.13 | -0.14 | 1.56 | 0.71 | 1.82 | 2.23 | -0.29 | 0.73 | 1.04 | 0.07 | -0.25 | 1.18 | 1.27 | 3.53 | -0.10 | 1.81 | 1.39 | 1.98 | -0.31 | 2.00 | 0.46 | -0.26 | -0.05 |
| Standard Deviation(%) | NA | 7.23 | 8.33 | 10.16 | 12.74 | NA | NA | … | … | 7.94 | 9.73 | 6.88 | 8.90 | 14.79 | 9.99 | 28.09 | 8.68 | 10.28 | 5.28 | 11.14 | 10.78 | 7.78 | 8.30 | 11.12 | 19.26 | 14.41 | 20.89 | 30.44 | 9.83 | 6.71 | 6.12 | 6.78 | 10.63 | 14.27 | 10.51 | 10.68 | 10.56 | 10.39 | 9.92 | 7.63 | 6.20 | 7.41 | 6.15 | 6.55 | 9.16 | 10.29 | 8.58 | 11.27 | 20.37 | 12.96 |
| Draw Down(%) | NA | 5.72 | 8.41 | 17.74 | 31.29 | NA | NA | … | … | 5.72 | 8.41 | 4.81 | 7.33 | 17.74 | 4.64 | 31.29 | 5.41 | 12.60 | 2.45 | 9.67 | 10.06 | 6.51 | 3.79 | 8.90 | 18.25 | 12.76 | 23.73 | 43.88 | 7.11 | 4.91 | 3.88 | 5.36 | 10.13 | 17.33 | 11.16 | 7.18 | 9.42 | 12.80 | 7.31 | 5.58 | 3.70 | 5.38 | 2.90 | 3.63 | 4.02 | 13.47 | 4.60 | 5.82 | 27.31 | 6.30 |
| Yield(%) | 0.00 | 1.66 | 5.44 | 5.81 | 7.79 | 8.39 | 6.59 | … | … | 1.18 | 3.25 | 8.24 | 5.02 | 7.34 | 11.50 | 6.88 | 10.15 | 8.28 | 8.72 | 6.73 | 5.01 | 4.96 | 2.15 | 2.41 | 2.28 | 2.34 | 2.87 | 4.09 | 8.76 | 6.56 | 4.00 | 4.49 | 3.76 | 4.21 | 6.63 | 18.00 | 3.40 | 3.34 | 3.71 | 3.64 | 4.82 | 4.94 | 3.91 | 5.54 | 7.10 | 7.05 | 7.69 | 5.47 | 5.21 | 3.62 |
Data as of 06/04/2026, Common starting date is 05/15/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODBX (DODGE & COX BALANCED FUND DODGE & COX BALANCED FUND) |
-14.14%
Feb 2006 – Feb 2009 |
-5.61%
Feb 2004 – Feb 2009 |
2.35%
Feb 1999 – Feb 2009 |
5.03%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODBX (DODGE & COX BALANCED FUND DODGE & COX BALANCED FUND) |
22.25%
Feb 2009 – Feb 2012 |
20.95%
Feb 2009 – Feb 2014 |
14.77%
Nov 1987 – Nov 1997 |
12.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart