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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.

Risk overview

Morningstar risk rating★★★★★
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

Risk statistics

3 years
DODBXCategory average
5 years
DODBXCategory average
10 years
DODBXCategory average
Alpha
2.78-0.01
2.75-0.01
1.79-0
BETA
0.920.01
1.120.01
1.130.01
Mean annual return
0.40.01
0.810.01
0.690.01
R-squared
88.250.93
86.40.92
84.370.92
Standard deviation
12.310.13
14.760.1
12.240.09
Sharpe ratio
0.110.01
0.50.01
0.540.01
Treynor ratio
0.70.09
5.910.09
5.460.07