Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DODWX (DODGE & COX GLOBAL STOCK FUND DODGE & COX GLOBAL STOCK FUND) | 11.74% | -0.77% | 8.57% | 12.42% | 7.36% | 9.31% | NA | 6.52% |
Data as of 06/20/2025, AR inception is 05/02/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODWX (DODGE & COX GLOBAL STOCK FUND DODGE & COX GLOBAL STOCK FUND) | 05/02/2008 | 06/20/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.78 | -0.77 | 8.57 | 12.42 | 7.36 | 9.31 | NA | 6.52 | 11.74 | -6.43 | 20.26 | -5.83 | 20.57 | 6.01 | 23.85 | -12.68 | 21.51 | 17.10 | -8.05 | 6.95 | 33.17 | 21.11 | -11.39 | 13.51 | 48.13 | -46.81 |
| Sharpe Ratio | NA | -0.19 | 0.33 | 0.58 | 0.31 | NA | NA | 0.24 | 1.27 | -0.57 | 1.18 | -0.32 | 1.39 | 0.15 | 1.64 | -0.90 | 2.55 | 0.90 | -0.52 | 0.60 | 2.80 | 1.29 | -0.42 | 0.63 | 1.38 | -1.11 |
| Standard Deviation(%) | NA | 20.70 | 17.74 | 18.12 | 19.75 | NA | NA | 22.98 | 18.80 | 17.61 | 14.24 | 22.87 | 14.79 | 38.11 | 13.64 | 15.66 | 8.23 | 18.75 | 15.66 | 11.54 | 11.84 | 16.47 | 27.45 | 21.34 | 34.89 | 56.06 |
| Draw Down(%) | NA | 22.71 | 22.71 | 22.71 | 41.17 | NA | NA | 63.00 | 13.40 | 18.58 | 11.67 | 21.78 | 7.85 | 41.17 | 9.06 | 23.35 | 3.05 | 16.25 | 18.10 | 10.29 | 7.17 | 15.01 | 26.85 | 17.46 | 34.10 | 59.03 |
| Yield(%) | 0.00 | 1.83 | 3.75 | 6.03 | 5.31 | 7.01 | 4.05 | 4.76 | 0.00 | 1.93 | 1.91 | 6.68 | 11.77 | 1.35 | 8.50 | 7.66 | 5.02 | 3.32 | 3.50 | 3.96 | 5.21 | 3.96 | 2.26 | 0.96 | 0.00 | 0.00 |
Data as of 06/20/2025, AR inception is 05/02/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODWX (DODGE & COX GLOBAL STOCK FUND DODGE & COX GLOBAL STOCK FUND) |
-5.58%
Mar 2017 - Mar 2020 |
-0.76%
Mar 2015 - Mar 2020 |
4.87%
Mar 2010 - Mar 2020 |
7.52%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODWX (DODGE & COX GLOBAL STOCK FUND DODGE & COX GLOBAL STOCK FUND) |
29.42%
Feb 2009 - Feb 2012 |
25.94%
Feb 2009 - Feb 2014 |
15.46%
Feb 2009 - Feb 2019 |
13.70%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart