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Dodge & Cox Stock Fund (DODGX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
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249,34+1,10 (+0,44%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno4,83%
Rendimento medio quinquennale11,76%
Numero di anni in rialzo44
Numero di anni in ribasso14
Miglior rendimento complessivo in 1 anno (29 apr 2024)40,55%
Peggior rendimento complessivo in 1 anno (29 apr 2024)N/D
Miglior rendimento complessivo in 3 anni40,55%
Peggior rendimento complessivo in 3 anni7,52%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoDODGXCategoria
YTD8,50%17,52%
1 mese5,54%-0,87%
3 mesi8,50%5,51%
1 anno25,59%42,88%
3 anni10,37%11,93%
5 anni13,57%12,07%
10 anni11,08%10,95%
Ultimo mercato al rialzo59,00%23,18%
Ultimo mercato in ribasso-12,42%-17,87%

Storico del rendimento totale annuo (%)

Anno
DODGXCategoria
2024
N/DN/D
2023
17,48%N/D
2022
-7,22%N/D
2021
31,73%N/D
2020
7,16%2,91%
2019
24,83%25,04%
2018
-7,07%-8,53%
2017
18,33%15,94%
2016
21,28%14,81%
2015
-4,49%-4,05%
2014
10,40%10,21%
2013
40,55%31,21%
2012
22,01%14,57%
2011
-4,08%-0,75%
2010
13,49%13,66%
2009
31,27%24,13%
2008
-43,31%-37,09%
2007
0,14%1,42%
2006
18,53%18,15%
2005
9,37%5,95%
2004
19,17%12,97%
2003
32,34%28,44%
2002
-10,54%-18,69%
2001
9,33%-4,99%
2000
16,31%7,87%
1999
20,21%6,72%
1998
5,40%12,00%
1997
28,40%26,61%
1996
22,27%20,08%
1995
33,52%32,39%
1994
5,17%-0,70%
1993
18,33%13,61%
1992
10,82%10,21%
1991
21,47%28,60%
1990
-5,09%-6,22%
1989
26,94%23,21%
1988
13,76%17,28%
1987
11,95%0,66%
1986
18,31%16,12%
1985
37,86%28,53%
1984
5,18%6,00%
1983
26,54%23,98%
1982
22,07%24,89%
1981
-2,57%3,04%
1980
33,19%28,01%
1979
20,81%23,70%
1978
9,42%9,71%
1977
-6,10%-0,05%
1976
22,21%30,35%
1975
38,91%36,96%
1974
-24,57%-19,76%
1973
-12,50%-15,13%
1972
12,52%11,73%
1971
15,59%14,78%
1970
-4,38%1,24%
1969
-13,80%-13,26%
1968
24,31%15,30%
1967
28,17%26,22%
1966
-12,07%-7,39%
1965
N/D16,15%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20248,50%N/DN/DN/D
20231,50%5,58%-0,17%9,82%
20221,01%-12,42%-7,19%12,99%
202115,86%8,83%-1,30%5,85%
2020-29,16%20,02%4,28%20,86%
201910,29%2,60%0,21%10,09%
2018-1,75%2,76%6,49%-13,57%
20174,97%1,76%4,76%5,75%
2016-0,99%1,70%8,79%10,71%
2015-1,19%2,56%-9,84%4,54%
20142,42%4,48%0,93%2,21%
201311,74%5,20%6,93%11,82%
201213,29%-3,07%8,03%2,85%
20115,95%0,32%-18,83%11,17%
20106,66%-13,66%10,85%11,18%
2009-14,86%23,10%19,88%4,48%
2008-11,93%-4,48%-12,10%-23,34%
20071,72%5,41%-1,92%-4,78%
20065,30%0,81%4,82%6,54%
20050,12%0,56%5,45%3,01%
20044,96%1,06%-0,26%12,64%
2003-5,29%16,59%5,24%13,88%
20024,89%-6,22%-15,84%8,06%
20010,95%7,30%-10,23%12,44%
20000,27%-2,22%6,24%11,66%
19994,53%16,64%-8,39%7,61%
19989,73%-1,05%-14,30%13,26%
19972,45%15,42%10,23%-1,50%
19966,29%3,26%2,32%8,87%
19959,80%8,54%7,98%3,76%
1994-0,66%0,67%5,43%-0,25%
19937,82%4,84%3,40%1,24%
19921,12%1,62%1,64%6,09%
199113,11%-0,06%4,00%3,32%
1990-1,68%4,45%-16,04%10,08%
19895,68%6,73%9,73%2,57%
19885,10%7,72%-2,28%2,83%
198720,20%6,81%9,03%-20,02%
198613,77%2,82%-5,94%7,52%
19859,12%8,05%-1,29%18,45%
1984-0,83%-4,12%6,94%3,44%
198310,41%11,46%2,57%0,25%
1982-4,27%-1,73%10,27%17,68%
19812,42%-1,52%-9,45%6,67%
1980-5,33%12,68%13,18%10,33%
19798,71%3,08%7,02%0,73%
1978-4,28%11,16%8,49%-5,20%
1977-6,53%3,51%-2,97%0,03%
197613,25%2,63%-0,43%5,61%
197524,22%14,57%-11,08%9,76%
1974-2,81%-8,23%-22,33%8,88%
1973-9,43%-5,91%13,32%-9,39%
19725,61%-0,07%2,44%4,07%
197115,27%-1,19%0,12%1,36%
1970-1,91%-21,57%17,70%5,59%
1969-4,49%-7,32%-3,08%0,47%
1968-3,81%14,28%7,89%4,82%
196716,45%1,24%10,16%-1,31%
1966-1,09%-4,95%-14,48%9,36%
1965-2,39%9,03%6,85%N/D

Classifica di categoria (per rendimento complessivo)

YTD57
1 mese30
3 mesi57
1 anno19
3 anni25
5 anni11

Rendimento con rettifica delle commissioni

1 anno25,59%
3 anni10,37%
5 anni13,57%
10 anni11,08%