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Dodge & Cox Balanced Fund (DODBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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103.47+0.12 (+0.12%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.89%
5-year average return8.82%
Number of years up50
Number of years down13
Best 1-yr total return (4 Jul 2024)28.37%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return28.37%
Worst 3-yr total return6.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDODBXCategory
YTD4.54%9.69%
1-month-0.32%0.91%
3-month-0.07%5.21%
1-year12.59%27.06%
3-year4.08%11.00%
5-year8.92%10.26%
10-year7.77%8.34%
Last bull market15.82%15.58%
Last bear market-9.23%-12.16%

Annual total return (%) history

Year
DODBXCategory
2024
N/AN/A
2023
13.77%N/A
2022
-7.27%N/A
2021
19.28%N/A
2020
7.85%11.72%
2019
19.61%19.23%
2018
-4.62%-5.76%
2017
12.59%13.21%
2016
16.56%7.34%
2015
-2.87%-1.93%
2014
8.87%6.21%
2013
28.37%16.48%
2012
18.32%11.72%
2011
-1.66%-0.11%
2010
12.22%11.83%
2009
28.37%24.13%
2008
-33.57%-28.00%
2007
1.73%5.99%
2006
13.86%11.29%
2005
6.59%5.13%
2004
13.30%8.86%
2003
24.44%20.35%
2002
-2.94%-12.02%
2001
10.05%-5.05%
2000
15.14%1.82%
1999
12.06%10.71%
1998
6.69%13.52%
1997
21.19%19.63%
1996
14.76%13.70%
1995
28.02%25.63%
1994
1.99%-2.52%
1993
15.95%11.37%
1992
10.56%7.73%
1991
20.72%24.89%
1990
0.94%-1.10%
1989
23.02%19.04%
1988
11.54%12.38%
1987
7.18%2.33%
1986
18.81%16.43%
1985
32.50%27.31%
1984
4.71%8.22%
1983
16.88%17.96%
1982
26.13%29.46%
1981
-2.53%4.32%
1980
21.65%19.48%
1979
13.49%15.00%
1978
6.02%4.67%
1977
-3.26%0.43%
1976
25.34%27.96%
1975
29.44%29.04%
1974
-19.27%-16.55%
1973
-9.74%-14.06%
1972
11.41%8.41%
1971
10.95%13.97%
1970
2.83%2.83%
1969
-8.04%-13.18%
1968
14.83%14.58%
1967
16.83%18.14%
1966
-5.24%-7.48%
1965
15.25%12.18%
1964
9.81%11.92%
1963
9.80%13.59%
1962
-7.59%-7.04%
1961
34.22%20.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.61%-0.07%N/AN/A
20232.43%3.13%-0.00%7.71%
2022-0.71%-9.23%-5.76%9.18%
20219.85%6.21%-1.13%3.40%
2020-21.01%15.53%3.31%14.39%
20197.80%2.69%0.95%7.03%
2018-1.49%1.53%4.17%-8.45%
20173.74%1.56%3.14%3.61%
20160.31%2.01%6.65%6.80%
2015-0.26%1.37%-6.87%3.16%
20142.44%3.73%0.68%1.77%
20138.83%3.46%5.19%8.38%
201210.85%-2.23%6.59%2.42%
20114.92%0.67%-14.14%8.45%
20105.56%-9.57%8.48%8.37%
2009-10.35%18.93%15.97%3.82%
2008-8.02%-3.57%-10.43%-16.37%
20071.62%3.67%-0.63%-2.82%
20063.54%0.53%4.26%4.91%
2005-0.09%1.07%3.41%2.09%
20044.03%0.27%0.47%8.12%
2003-2.86%12.32%3.78%9.88%
20023.28%-2.93%-8.94%6.32%
20011.95%5.19%-5.22%8.27%
20001.25%-1.09%5.16%9.33%
19992.81%9.92%-5.29%4.69%
19986.55%0.23%-7.93%8.51%
19971.11%10.96%7.86%0.15%
19963.06%2.17%2.18%6.65%
19957.85%8.02%5.48%4.18%
1994-1.27%-0.09%3.42%-0.02%
19936.60%4.17%3.12%1.26%
19920.64%3.21%2.67%3.67%
19919.67%0.83%4.55%4.42%
1990-1.28%4.45%-9.26%7.89%
19894.51%7.46%6.37%2.99%
19884.94%4.41%-0.06%1.86%
198714.27%3.00%3.76%-12.24%
198612.77%2.74%-3.56%6.33%
19856.52%9.13%-0.08%14.08%
1984-1.31%-4.49%7.29%3.54%
19837.06%6.88%0.61%1.52%
1982-0.82%0.70%11.82%12.93%
19811.29%-1.64%-9.07%7.58%
1980-5.47%14.57%4.14%7.86%
19797.11%2.95%4.05%-1.08%
1978-3.23%5.54%7.68%-3.59%
1977-3.96%3.10%-2.37%0.07%
197612.74%3.27%1.87%5.68%
197515.93%10.68%-7.36%8.89%
1974-3.84%-8.37%-16.40%9.60%
1973-7.38%-4.85%2.83%-0.40%
19723.75%-0.19%2.08%5.38%
19717.89%-1.44%-0.24%4.58%
1970-0.37%-14.95%12.81%7.57%
1969-1.21%-3.99%-0.04%-3.00%
1968-3.27%10.52%6.09%1.24%
196711.75%1.05%3.66%-0.19%
1966-0.78%-3.03%-8.85%8.05%
19653.08%-0.64%8.08%4.11%
19643.58%2.76%3.47%-0.29%
19634.24%4.03%1.03%0.22%
1962-1.80%-17.84%4.13%10.00%
196122.37%-0.39%4.89%4.97%

Rank in category (by total return)

YTD80
1-month93
3-month84
1-year48
3-year23
5-year18

Load adjusted returns

1-year12.59%
3-year4.08%
5-year8.92%
10-year7.77%