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Dodge & Cox Global Stock Fund (DODWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.85+0.10 (+0.63%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.23%
5-year average return10.91%
Number of years up11
Number of years down4
Best 1-yr total return (2 July 2024)49.18%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return49.18%
Worst 3-yr total return4.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDODWXCategory
YTD5.29%14.38%
1-month-2.00%-1.21%
3-month-0.38%5.03%
1-year14.13%39.50%
3-year5.99%9.11%
5-year11.00%10.10%
10-year7.84%7.90%
Last bull market20.33%15.53%
Last bear market-9.75%-17.52%

Annual total return (%) history

Year
DODWXCategory
2024
N/AN/A
2023
20.26%N/A
2022
-5.80%N/A
2021
20.75%N/A
2020
6.02%2.50%
2019
23.85%20.73%
2018
-12.65%-10.41%
2017
21.51%18.90%
2016
17.10%9.24%
2015
-8.05%-3.06%
2014
6.95%3.61%
2013
33.17%25.36%
2012
21.11%14.28%
2011
-11.39%-3.44%
2010
13.51%11.90%
2009
49.18%29.76%
2008
N/A-36.88%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.70%-0.38%N/AN/A
20235.08%5.58%0.57%7.78%
20222.29%-9.75%-9.90%13.26%
202111.58%8.42%-3.36%3.28%
2020-31.00%20.30%2.94%24.08%
20199.70%2.31%-0.40%10.79%
2018-2.67%-0.74%3.58%-12.71%
20177.72%2.96%5.90%3.45%
2016-1.34%0.87%9.89%7.06%
20151.44%0.75%-13.07%3.50%
20143.75%4.79%-0.32%-1.30%
20137.45%3.83%8.37%10.14%
201213.80%-6.52%8.69%4.74%
20114.27%-0.43%-20.56%7.44%
20105.31%-14.17%14.97%9.23%
2009-14.98%33.48%27.06%3.46%
2008-19.11%-23.92%N/AN/A

Rank in category (by total return)

YTD61
1-month77
3-month44
1-year42
3-year38
5-year10

Load adjusted returns

1-year14.13%
3-year5.99%
5-year11.00%
10-year7.84%