Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DODEX (Dodge & Cox Emerging Markets Stock Fund) | 23.72% | 53.05% | 25.63% | 9.27% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 05/14/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODEX (Dodge & Cox Emerging Markets Stock Fund) | 05/14/2021 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.49 | 53.05 | 25.63 | 9.27 | NA | NA | NA | … | … | 23.72 | 38.64 | 7.47 | 13.37 | -14.95 | -8.73 |
| Sharpe Ratio | NA | 3.49 | 1.58 | 0.42 | NA | NA | NA | … | … | 3.51 | 2.49 | 0.29 | 0.72 | -0.69 | -0.93 |
| Standard Deviation(%) | NA | 14.40 | 14.42 | 16.78 | NA | NA | NA | … | … | 18.58 | 14.44 | 13.13 | 13.66 | 23.78 | 14.49 |
| Draw Down(%) | NA | 10.97 | 16.15 | 37.00 | NA | NA | NA | … | … | 10.97 | 14.00 | 10.71 | 11.81 | 31.22 | 15.86 |
| Yield(%) | 0.00 | 3.39 | 2.80 | 1.78 | 0.93 | 0.62 | 0.46 | … | … | 0.00 | 3.81 | 2.07 | 2.12 | 1.57 | 1.21 |
Data as of 06/04/2026, Common starting date is 05/14/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODEX (Dodge & Cox Emerging Markets Stock Fund) |
-2.73%
Jun 2021 – Jun 2024 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODEX (Dodge & Cox Emerging Markets Stock Fund) |
27.05%
May 2023 – May 2026 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart