LBRDK vs. DODBX
LBRDK (Liberty Broadband Corporation) is a stock, while DODBX (Dodge & Cox Balanced Fund Class I) is Diversified Portfolio fund actively managed by Dodge & Cox. Over the past 10 years, LBRDK returned -4.71%/yr vs 9.56%/yr for DODBX. Their 0.48 correlation means their historical movements had little consistent relationship.
Performance
LBRDK vs. DODBX - Performance Comparison
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Returns By Period
In the year-to-date period, LBRDK achieves a -29.96% return, which is significantly lower than DODBX's 6.18% return. Over the past 10 years, LBRDK has underperformed DODBX with an annualized return of -4.71%, while DODBX has yielded a comparatively higher 9.56% annualized return.
LBRDK
- 1D
- 2.04%
- 1M
- 5.91%
- 6M
- -29.25%
- YTD
- -29.96%
- 1Y
- -43.37%
- 3Y*
- -24.33%
- 5Y*
- -26.21%
- 10Y*
- -4.71%
- ALL TIME*
- -2.01%
DODBX
- 1D
- 0.07%
- 1M
- 1.37%
- 6M
- 4.40%
- YTD
- 6.18%
- 1Y
- 13.51%
- 3Y*
- 11.14%
- 5Y*
- 7.37%
- 10Y*
- 9.56%
- ALL TIME*
- 9.18%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $61.04M | $53.13M | $61.77M |
LBRDK vs. DODBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBRDK Liberty Broadband Corporation | -29.96% | -25.83% | -7.23% | 5.66% | -52.66% | 1.72% | 25.94% | 74.58% | -15.42% | 14.97% |
DODBX Dodge & Cox Balanced Fund Class I | 6.18% | 14.44% | 8.76% | 13.77% | -7.30% | 19.21% | 7.93% | 19.64% | -4.66% | 11.51% |
Correlation
The correlation between LBRDK and DODBX is 0.43, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.44 |
Correlation (3Y) Balances recent behavior with more history. | 0.46 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.50 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.47 |
Correlation (All Time) Calculated using the full available price history since Nov 4, 2014 | 0.48 |
The correlation between LBRDK and DODBX has been stable across timeframes, ranging from 0.43 to 0.50 - a consistent structural relationship.
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Return for Risk
LBRDK vs. DODBX — Risk / Return Rank
LBRDK
DODBX
LBRDK vs. DODBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty Broadband Corporation (LBRDK) and Dodge & Cox Balanced Fund Class I (DODBX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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.
| LBRDK | DODBX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.53 | ||
| Sortino ratioReturn per unit of downside risk | -3.56 | ||
| Omega ratioGain probability vs. loss probability | 0.83 | 1.29 | -0.46 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 2.09 | -2.89 |
| Martin ratioReturn relative to average drawdown | -1.45 | 7.46 | -8.92 |
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Drawdowns
LBRDK vs. DODBX - Drawdown Comparison
The maximum LBRDK drawdown since its inception was -82.91%, which is greater than DODBX's maximum drawdown of -50.20%. Use the drawdown chart below to compare losses from any high point for LBRDK and DODBX.
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Drawdown Indicators
| LBRDK | DODBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -82.91% | -50.20% | -32.71% |
Max Drawdown (1Y)Largest decline over 1 year | -55.70% | -5.72% | -49.98% |
Max Drawdown (3Y)Largest decline over 3 years | -68.24% | -8.45% | -59.79% |
Max Drawdown (5Y)Largest decline over 5 years | -82.91% | -17.74% | -65.17% |
Max Drawdown (10Y)Largest decline over 10 years | -82.91% | -31.29% | -51.62% |
Current DrawdownCurrent decline from peak | -79.86% | -0.14% | -79.72% |
Average DrawdownAverage peak-to-trough decline | -27.70% | -4.67% | -23.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 30.64% | 1.61% | +29.03% |
Volatility
LBRDK vs. DODBX - Volatility Comparison
Liberty Broadband Corporation (LBRDK) has a higher volatility of 13.36% compared to Dodge & Cox Balanced Fund Class I (DODBX) at 2.19%. This indicates that LBRDK's price experiences larger fluctuations and is considered to be riskier than DODBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBRDK | DODBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.36% | 2.19% | +11.17% |
Volatility (6M)Calculated over the trailing 6-month period | 45.25% | 5.65% | +39.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 48.05% | 7.49% | +40.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.38% | 10.75% | +30.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.15% | 13.16% | +21.99% |
Dividends
LBRDK vs. DODBX - Dividend Comparison
LBRDK has not paid dividends to shareholders, while DODBX's dividend yield for the trailing twelve months is around 6.74%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund Class I | 6.74% | 7.53% | 8.21% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 7.53% | 5.59% | 5.44% |
LBRDK Liberty Broadband Corporation | 0.00% | 12.70% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
LBRDK and DODBX have a correlation of 0.43, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LBRDK has higher volatility (13.36%) compared to DODBX (2.19%). In terms of maximum drawdown, LBRDK dropped -82.91% vs DODBX's -50.20%.
DODBX currently has the higher Sharpe Ratio (1.60 vs -0.93), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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