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CUSIP
256206707
Inception Date
Jan 5, 2001
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Large-Cap
Asset Class Style
Value

Share Price Chart


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Performance

DOXFX Performance Chart

Dodge & Cox International Stock X (DOXFX) is up 13.2% since the beginning of the year. DOXFX is currently trading at $19 per share.


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S&P 500 Index

Returns By Period

Dodge & Cox International Stock X (DOXFX) has returned 13.18% so far this year and 32.47% over the past 12 months.


Dodge & Cox International Stock X

1D
0.54%
1M
2.64%
YTD
13.18%
6M
13.81%
1Y
32.47%
3Y*
19.69%
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DOXFX Monthly Returns History

Based on dividend-adjusted daily data since Dec 12, 2022, DOXFX's average daily return is +0.08%, while the average monthly return is +1.58%. At this rate, an investment would double in approximately 3.7 years.

Historically, 65% of months were positive and 35% were negative. The best month was Jan 2023 with a return of +8.5%, while the worst month was Mar 2026 at -8.5%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 3 months.

On a daily basis, DOXFX closed higher 56% of trading days. The best single day was Apr 9, 2025 with a return of +4.8%, while the worst single day was Apr 4, 2025 at -6.1%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.29%4.67%-8.54%7.23%3.65%1.03%13.18%
20254.73%4.52%0.22%2.08%5.83%3.31%-0.03%4.13%3.54%-0.02%1.70%3.51%38.90%
2024-2.91%1.34%4.86%-1.34%5.50%-3.88%3.17%2.96%3.54%-4.12%-1.20%-3.44%3.85%
20238.54%-3.03%0.90%2.47%-4.88%7.04%4.90%-3.33%-2.66%-5.09%7.51%4.69%16.81%
2022-0.58%-0.58%

Benchmark Metrics

Dodge & Cox International Stock X has an annualized alpha of 6.41%, beta of 0.67, and R2 of 0.51 versus S&P 500 Index. Calculated based on daily prices since December 12, 2022.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (76.17%) than losses (50.02%) - typical of diversified or defensive assets.
  • This fund generated an annualized alpha of 6.41% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.67 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
6.41%
Beta
0.67
0.51
Upside Capture
76.17%
Downside Capture
50.02%

Expense Ratio

DOXFX has an expense ratio of 0.52%, placing it in the medium range.


Return for Risk

Risk / Return Rank

DOXFX ranks 66 for risk / return — better than 66% of mutual funds on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.


DOXFX Risk / Return Rank: 6666
Overall Rank
DOXFX Sharpe Ratio Rank: 7474
Sharpe Ratio Rank
DOXFX Sortino Ratio Rank: 6666
Sortino Ratio Rank
DOXFX Omega Ratio Rank: 7171
Omega Ratio Rank
DOXFX Calmar Ratio Rank: 6161
Calmar Ratio Rank
DOXFX Martin Ratio Rank: 5858
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Dodge & Cox International Stock X (DOXFX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DOXFXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

+0.27

Sortino ratioReturn per unit of downside risk

+0.34

Omega ratioGain probability vs. loss probability

1.43

1.37

+0.06

Calmar ratioReturn relative to maximum drawdown

2.86

2.78

+0.08

Martin ratioReturn relative to average drawdown

10.87

12.44

-1.57

Dividends

Dividend History

Dodge & Cox International Stock X provided a 4.55% dividend yield over the last twelve months, with an annual payout of $0.85 per share. The fund has been increasing its distributions for 3 consecutive years.


2.50%3.00%3.50%4.00%4.50%5.00%$0.00$0.20$0.40$0.60$0.802022202320242025
Dividends
Dividend Yield
PeriodTTM2025202420232022
Dividend$0.85$0.85$0.29$0.29$0.25

Dividend yield

4.55%5.15%2.36%2.38%2.30%

Monthly Dividends

The table displays the monthly dividend distributions for Dodge & Cox International Stock X. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.85$0.85
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.29$0.29
2022$0.25$0.25

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Dodge & Cox International Stock X. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Dodge & Cox International Stock X was 14.41%, occurring on Apr 8, 2025. Recovery took 22 trading sessions.

The current Dodge & Cox International Stock X drawdown is 0.16%.


Related event

Drawdown

Fall

Recovery

Underwater

2025 selloff2025
-14.41%Apr 2025
19d1mo 1d
1mo 20dMar 2025 - May 2025
2023 correction2023
-11.68%Oct 2023
2mo 27d2mo 1d
4mo 28dAug 2023 - Dec 2023
2025 correction2025
-11.22%Jan 2025
3mo 15d1mo 21d
5mo 6dSep 2024 - Mar 2025
2026 correction2026
-11.08%Mar 2026
18d2mo 3d
2mo 21dMar 2026 - May 2026
2023 correction2023
-10.00%Mar 2023
1mo 17d3mo
4mo 17dJan 2023 - Jun 2023

Drawdown Indicators


DOXFXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-14.41%

-56.78%

+42.37%

Max Drawdown (1Y)

Largest decline over 1 year

-11.08%

-9.10%

-1.98%

Max Drawdown (3Y)

Largest decline over 3 years

-14.41%

-18.90%

+4.49%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

Max Drawdown (10Y)

Largest decline over 10 years

-33.92%

Current Drawdown

Current decline from peak

-0.16%

-1.80%

+1.64%

Average Drawdown

Average peak-to-trough decline

-2.71%

-10.71%

+8.00%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.91%

2.03%

+0.88%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with DOXFX

Add Dodge & Cox International Stock X to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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