Here you can find all mutual funds issued by Dodge & Cox and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
Click on any fund in the list to see complete information, including risk and performance analysis.
Issuer: Dodge & Cox
Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Dodge & Cox Balanced Fund | Diversified Portfolio | Jun 25, 1931 | 0.52% | 2.98% | 8.12% | 5.34% | ||||||||
Dodge & Cox Emerging Markets Stock Fund | Emerging Markets Diversified | May 10, 2021 | 0.70% | 7.64% | — | 1.78% | ||||||||
Dodge & Cox International Stock Fund | Foreign Large Cap Equities, Large Cap Value Equities | — | 0.62% | 3.76% | 4.26% | 2.21% | ||||||||
Dodge & Cox Stock Fund Class I | Large Cap Value Equities | Jan 4, 1965 | 0.51% | 5.55% | 10.82% | 5.14% | ||||||||
Dodge & Cox Income Fund | Total Bond Market | — | 0.41% | -1.52% | 2.33% | 4.11% | ||||||||
Dodge & Cox Global Bond Fund | Global Bonds | Apr 30, 2014 | 0.45% | -1.52% | 2.92% | 3.61% | ||||||||
Dodge & Cox Global Stock Fund Class I | Global Equities | May 1, 2008 | 0.62% | 4.96% | 8.22% | 1.54% | ||||||||
Dodge & Cox International Stock X | Foreign Large Cap Equities | Jan 5, 2001 | 0.52% | 3.78% | — | 2.30% |
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years