Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DOXGX (Dodge & Cox Stock Fund – Class X) | 4.00% | 13.32% | 15.54% | NA | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/02/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DOXGX (Dodge & Cox Stock Fund – Class X) | 05/02/2022 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.35 | 13.32 | 15.54 | NA | NA | NA | NA | … | … | 4.00 | 13.39 | 14.47 | 17.60 | -1.65 |
| Sharpe Ratio | NA | 0.94 | 0.92 | NA | NA | NA | NA | … | … | 0.58 | 0.64 | 0.99 | 1.06 | -0.19 |
| Standard Deviation(%) | NA | 11.32 | 13.30 | NA | NA | NA | NA | … | … | 12.08 | 16.39 | 10.93 | 13.28 | 23.57 |
| Draw Down(%) | NA | 7.51 | 14.89 | NA | NA | NA | NA | … | … | 7.51 | 14.89 | 7.35 | 10.26 | 16.47 |
| Yield(%) | 0.00 | 1.08 | 5.37 | 4.14 | 2.07 | 1.38 | 1.04 | … | … | 1.32 | 2.66 | 8.73 | 4.36 | 4.23 |
Data as of 06/05/2026, 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 |
|---|---|---|---|---|
| DOXGX (Dodge & Cox Stock Fund – Class X) |
12.59%
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 |
|---|---|---|---|---|
| DOXGX (Dodge & Cox Stock Fund – Class X) |
18.93%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart