Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | 1.96% | 6.80% | 2.01% | 5.23% | 4.88% | 7.23% | 8.73% | 9.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 05/09/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 02/28/2025.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.33 | 6.80 | 2.01 | 5.23 | 4.88 | 7.23 | 8.73 | 9.41 | 1.96 | 6.26 | 8.32 | -13.91 | 8.52 | 12.34 | 18.84 | -5.95 | 12.55 | 7.00 | -0.48 | 9.08 | 15.98 | 16.50 | 1.36 | 14.01 | 25.04 | -2.41 | 17.07 | 19.68 | 12.71 | 15.38 | 27.48 | 2.53 | 6.09 |
| Sharpe Ratio | NA | -0.26 | -0.10 | 0.32 | 0.30 | NA | NA | 0.81 | -0.01 | -0.04 | 0.58 | -1.49 | 1.23 | 0.60 | 2.36 | -0.72 | 2.24 | 0.79 | -0.06 | 1.26 | 2.28 | 2.02 | 0.09 | 1.13 | 2.15 | -0.60 | 0.91 | 1.33 | 1.39 | 2.00 | 4.13 | 0.29 | 0.61 |
| Standard Deviation(%) | NA | 10.23 | 8.59 | 8.98 | 10.24 | NA | NA | 9.84 | 13.17 | 7.37 | 6.99 | 10.25 | 6.88 | 20.34 | 7.38 | 10.07 | 5.31 | 8.58 | 9.10 | 7.21 | 7.01 | 8.16 | 14.19 | 12.32 | 11.61 | 5.54 | 15.42 | 12.30 | 7.56 | 7.23 | 6.48 | 4.86 | 6.19 |
| Draw Down(%) | NA | 13.28 | 13.28 | 17.48 | 23.58 | NA | NA | 23.58 | 10.87 | 6.40 | 7.10 | 17.11 | 4.71 | 23.58 | 3.70 | 14.00 | 2.13 | 6.85 | 8.15 | 5.63 | 4.66 | 6.22 | 13.53 | 8.88 | 5.44 | 9.80 | 9.44 | 14.33 | 5.50 | 6.02 | 2.32 | 3.36 | 6.10 |
| Yield(%) | NA | 2.69 | 2.46 | 2.52 | 2.39 | NA | NA | 0.00 | NA | 1.30 | 2.47 | 2.34 | 1.71 | 2.90 | 3.01 | 1.64 | 2.60 | 2.44 | 2.31 | 2.77 | 2.14 | 3.70 | 2.47 | 3.47 | 4.04 | 5.55 | 4.31 | 3.03 | 3.10 | 2.70 | 3.39 | 4.90 | 6.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
-0.77%
Apr 2021 - Apr 2024 |
2.70%
Mar 2015 - Mar 2020 |
4.74%
Mar 2015 - Mar 2025 |
6.81%
Mar 2010 - Mar 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
21.00%
Oct 2004 - Oct 2007 |
19.22%
Oct 2002 - Oct 2007 |
14.40%
Mar 2003 - Mar 2013 |
12.54%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart