DODBX Performance Overview | dge & Cox Balanced Fund Stock

1.77%

Dodge & Cox Balanced (DODBX)

88.45 0.16(0.18%) 24 May

Performance Overview as of Mar 31, 2013

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Performance Overview

Morningstar Return Rating:	4.00
Year-to-Date Return:	8.83%
5-Year Average Return:	5.67%
Number of Years Up:	42
Number of Years Down:	10
Best 1 Yr Total Return (2009-12-31):	28.37%
Worst 1Yr Total Return (2008-12-31):	-33.57%
Best 3-Yr Total Return (N/A):	14.54%
Worst 3-Yr Total Return (N/A):	-8.36%

Load Adjusted Returns

1-Year:	16.17%
3-Year:	10.42%
5-Year:	5.67%
10-Year:	8.06%

Trailing Returns (%) vs. Benchmarks

Return	DODBX	Category	Diff	Index*	Diff
Year To Date	8.83	7.24	1.59	6.65	2.18
1-Month	3.34	1.47	1.87	1.45	1.89
3-Month	8.83	4.02	4.81	3.62	5.21
1-Year	16.17	11.16	5.01	10.75	5.42
3-Year	10.42	8.48	1.94	8.91	1.51
5-Year	5.67	4.43	1.24	5.25	0.42
Last Bull Market (Sep 30, 2011 to Apr 30, 2012)	19.13	14.88	4.25	32.51	-13.38
Last Bear Market (Apr 30, 2011 to Sep 30, 2011)	-16.16	-12.24	-3.92	-5.98	-10.18

* Index means [Morningstar Moderate Target Risk]

Annual Total Return (%) History ()

Year

DODBX

Category

Diff

2013

N/A

2012

18.32

11.72

6.61

2011

-1.66

-0.11

-1.54

2010

12.22

11.83

0.39

2009

28.37

24.13

4.24

2008

-33.57

-28.00

-5.56

2007

1.73

5.99

-4.26

2006

13.86

11.29

2.56

2005

6.59

5.13

1.46

2004

13.30

8.86

4.44

2003

24.44

20.35

4.09

2002

-2.94

-12.02

9.08

2001

8.27

-5.05

13.32

2000

9.33

1.82

7.51

1999

4.69

10.71

-6.02

1998

8.51

13.52

-5.02

1997

0.15

19.63

-19.48

1996

6.65

13.70

-7.05

1995

4.18

25.63

-21.45

1994

-0.02

-2.52

2.50

1993

1.26

11.37

-10.11

1992

3.67

7.73

-4.05

1991

4.42

24.89

-20.47

1990

7.89

-1.10

8.99

1989

2.99

19.04

-16.05

1988

1.86

12.38

-10.53

1987

-12.24

2.33

-14.57

1986

6.33

16.43

-10.09

1985

14.08

27.31

-13.23

1984

3.54

8.22

-4.68

1983

1.52

17.96

-16.43

1982

12.93

29.46

-16.52

1981

7.58

4.32

3.26

1980

7.86

19.48

-11.62

1979

-1.08

15.00

-16.09

1978

-3.59

4.67

-8.26

1977

0.07

0.43

-0.36

1976

5.68

27.96

-22.27

1975

8.89

29.04

-20.14

1974

9.60

-16.55

26.14

1973

-0.40

-14.06

13.66

1972

5.38

8.41

-3.02

1971

4.58

13.97

-9.39

1970

7.57

2.83

4.74

1969

-3.00

-13.18

10.18

1968

1.24

14.58

-13.34

1967

-0.19

18.14

-18.33

1966

8.05

-7.48

15.52

1965

4.11

12.18

-8.06

1964

-0.29

11.92

-12.21

1963

0.22

13.59

-13.37

1962

10.00

-7.04

17.04

1961

4.97

20.08

-15.11

Past Quarterly Returns (%) for DODBX

	Q1	Q2	Q3	Q4
2013	8.83	N/A	N/A	N/A
2012	10.85	-2.23	6.59	2.42
2011	4.92	0.67	-14.14	8.45
2010	5.56	-9.57	8.48	8.37
2009	-10.35	18.93	15.97	3.82
2008	-8.02	-3.57	-10.43	-16.37
2007	1.62	3.67	-0.63	-2.82
2006	3.54	0.53	4.26	4.91
2005	-0.09	1.07	3.41	2.09
2004	4.03	0.27	0.47	8.12
2003	-2.86	12.32	3.78	9.88
2002	3.28	-2.93	-8.94	6.32
2001	1.70	1.95	5.19	-5.22
2000	6.21	1.25	-1.09	5.16
1999	2.83	2.81	9.92	-5.29
1998	0.19	6.55	0.23	-7.93
1997	1.05	1.11	10.96	7.86
1996	-1.33	3.06	2.17	2.18
1995	1.66	7.85	8.02	5.48
1994	1.03	-1.27	-0.09	3.42
1993	1.20	6.60	4.17	3.12
1992	1.66	0.64	3.21	2.67
1991	6.74	9.67	0.83	4.55
1990	2.84	-1.28	4.45	-9.26
1989	2.27	4.51	7.46	6.37
1988	1.04	4.94	4.41	-0.06
1987	15.05	14.27	3.00	3.76
1986	6.01	12.77	2.74	-3.56
1985	5.07	6.52	9.13	-0.08
1984	3.42	-1.31	-4.49	7.29
1983	2.20	7.06	6.88	0.61
1982	1.83	-0.82	0.70	11.82
1981	-1.21	1.29	-1.64	-9.07
1980	0.58	-5.47	14.57	4.14
1979	3.56	7.11	2.95	4.05
1978	3.20	-3.23	5.54	7.68
1977	1.54	-3.96	3.10	-2.37
1976	6.50	12.74	3.27	1.87
1975	2.77	15.93	10.68	-7.36
1974	2.68	-3.84	-8.37	-16.40
1973	4.16	-7.38	-4.85	2.83
1972	1.49	3.75	-0.19	2.08
1971	7.99	7.89	-1.44	-0.24
1970	7.04	-0.37	-14.95	12.81
1969	-1.27	-1.21	-3.99	-0.04
1968	-3.05	-3.27	10.52	6.09
1967	2.53	11.75	1.05	3.66
1966	1.15	-0.78	-3.03	-8.85
1965	0.08	3.08	-0.64	8.08
1964	-0.94	3.58	2.76	3.47
1963	2.34	4.24	4.03	1.03
1962	3.74	-1.80	-17.84	4.13
1961	3.19	22.37	-0.39	4.89

Rank in Category (by total return)

Period	Rank	Funds in Category	% Rank
Year To Date	4	1019	0.39
1-Month	3	1031	0.29
3-Month	4	1020	0.39
6-Month	2	984	0.20
1-Year	1	921	0.11
3-Year	11	805	1.37
5-Year	27	706	3.82

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Fundamental company data provided by Capital IQ. Historical chart data and daily updates provided by Commodity Systems, Inc. (CSI). International historical chart data, daily updates, fund summary, fund performance, dividend data and Morningstar Index data provided by Morningstar, Inc.

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