Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) | 9.25% | 13.00% | 14.18% | 16.93% | 11.75% | 13.07% | 9.28% | 12.46% |
Data as of 07/25/2025, AR inception is 03/19/1980
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) | 03/19/1980 | 07/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.54 | 13.00 | 14.18 | 16.93 | 11.75 | 13.07 | 9.28 | 12.46 | 9.25 | 14.36 | 17.49 | -7.25 | 31.72 | 7.26 | 24.89 | -7.15 | 18.33 | 21.27 | -4.47 | 10.42 | 40.56 | 22.01 | -4.06 | 13.49 | 31.31 | -43.34 | 0.14 | 18.53 | 9.37 | 19.19 | 32.36 | -10.72 | 9.32 | 16.61 | 20.34 | 5.47 | 28.48 | 22.28 | 33.37 | 5.19 | 18.35 | 10.84 | 21.47 | -5.11 | 26.86 | 13.82 | 12.33 | 19.90 | 30.98 | -2.56 | 22.51 | 20.08 | -9.29 | 28.70 |
| Sharpe Ratio | NA | 0.58 | 0.69 | 0.87 | 0.52 | NA | NA | 0.52 | 0.72 | 0.98 | 1.01 | -0.39 | 2.01 | 0.17 | 1.67 | -0.50 | 2.06 | 1.28 | -0.28 | 0.86 | 3.51 | 1.47 | -0.16 | 0.67 | 1.02 | -1.02 | -0.20 | 1.53 | 0.74 | 1.76 | 2.00 | -0.53 | 0.44 | 0.75 | 1.20 | 0.12 | 1.75 | 1.78 | 3.59 | 0.21 | 1.86 | 0.80 | 1.26 | -0.71 | 1.87 | 0.55 | 0.25 | 0.81 | 1.58 | -0.51 | 1.34 | 0.60 | -1.62 | 1.39 |
| Standard Deviation(%) | NA | 16.94 | 15.69 | 17.16 | 19.82 | NA | NA | 18.32 | 19.64 | 10.93 | 13.78 | 22.40 | 15.78 | 40.57 | 14.02 | 17.05 | 8.64 | 16.50 | 16.22 | 12.13 | 11.53 | 15.07 | 26.22 | 19.89 | 30.51 | 43.49 | 15.00 | 9.94 | 9.64 | 10.36 | 15.79 | 22.43 | 16.02 | 16.51 | 14.18 | 16.71 | 14.08 | 10.36 | 8.19 | 10.19 | 8.68 | 10.30 | 13.84 | 14.83 | 11.16 | 16.30 | 31.72 | 19.11 | 16.12 | 18.68 | 12.02 | 20.25 | 12.21 | 21.41 |
| Draw Down(%) | NA | 14.89 | 15.53 | 21.85 | 40.41 | NA | NA | 63.24 | 14.89 | 7.35 | 10.94 | 21.85 | 6.81 | 40.41 | 9.17 | 19.72 | 4.17 | 13.90 | 14.39 | 10.02 | 4.64 | 11.63 | 24.16 | 17.62 | 31.77 | 54.34 | 11.58 | 7.56 | 5.95 | 7.82 | 15.40 | 28.71 | 18.69 | 12.06 | 13.88 | 21.55 | 9.15 | 8.87 | 4.31 | 7.37 | 3.03 | 6.59 | 8.96 | 21.63 | 6.68 | 7.14 | 33.49 | 8.73 | 10.81 | 15.22 | 3.59 | 9.67 | 15.01 | 8.53 |
| Yield(%) | 0.00 | 7.32 | 6.67 | 7.82 | 7.76 | 10.74 | 7.14 | 34.58 | 2.11 | 8.63 | 4.25 | 4.74 | 4.15 | 6.76 | 11.90 | 8.12 | 7.42 | 7.53 | 5.55 | 3.20 | 1.68 | 1.90 | 1.61 | 1.26 | 1.55 | 4.37 | 10.17 | 6.47 | 3.90 | 4.55 | 2.71 | 1.72 | 5.16 | 19.43 | 8.98 | 9.49 | 9.55 | 4.35 | 7.26 | 3.85 | 8.04 | 2.83 | 5.49 | 3.77 | 5.87 | 6.62 | 8.13 | 15.76 | 4.18 | 3.89 | 4.50 | 5.08 | 4.34 | 4.59 |
Data as of 07/25/2025, AR inception is 03/19/1980
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) |
-20.22%
Feb 2006 - Feb 2009 |
-8.34%
Feb 2004 - Feb 2009 |
2.32%
Feb 1999 - Feb 2009 |
5.53%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODGX (DODGE & COX STOCK FUND DODGE & COX STOCK FUND) |
34.49%
Jul 1984 - Jul 1987 |
27.42%
Jul 1982 - Jul 1987 |
18.44%
Nov 1987 - Nov 1997 |
18.89%
Jul 1982 - Jul 1997 |
Annualized Rolling Returns Comparison Chart