Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOXBX (Dodge & Cox Balanced Fund Class X) | 0.89% | 6.99% | 11.03% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 05/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOXBX (Dodge & Cox Balanced Fund Class X) | 05/02/2022 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.37 | 6.99 | 11.03 | NA | NA | NA | NA | … | … | 0.89 | 13.88 | 8.86 | 13.88 | -1.27 |
| Sharpe Ratio | NA | 0.77 | 0.99 | NA | NA | NA | NA | … | … | 0.03 | 1.14 | 0.76 | 1.16 | -0.25 |
| Standard Deviation(%) | NA | 7.44 | 8.34 | NA | NA | NA | NA | … | … | 8.19 | 9.72 | 6.88 | 8.90 | 15.64 |
| Draw Down(%) | NA | 6.84 | 8.39 | NA | NA | NA | NA | … | … | 6.84 | 8.39 | 4.82 | 7.33 | 12.29 |
| Yield(%) | 0.00 | 1.52 | 5.41 | 4.64 | 2.32 | 1.55 | 1.16 | … | … | 0.00 | 3.31 | 8.33 | 5.13 | 6.87 |
Data as of 06/10/2026, Common starting date is 05/02/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOXBX (Dodge & Cox Balanced Fund Class X) |
9.78%
Jul 2022 – Jul 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DOXBX (Dodge & Cox Balanced Fund Class X) |
14.79%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart