Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
DOXWX (Dodge & Cox Global Stock Fund – Class X) 5.25% 16.17% 15.35% 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
DOXWX (Dodge & Cox Global Stock 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 (%) -1.48 16.17 15.35 NA NA NA NA 5.25 25.35 4.85 20.38 -2.12
Sharpe Ratio NA 1.40 1.00 NA NA NA NA 0.88 1.52 0.11 1.21 -0.22
Standard Deviation(%) NA 11.82 13.00 NA NA NA NA 13.75 14.82 10.92 13.92 23.99
Draw Down(%) NA 9.10 13.48 NA NA NA NA 9.10 13.46 8.86 11.67 18.25
Yield(%) 0.00 8.64 8.74 6.57 3.29 2.19 1.64 0.00 9.84 13.33 2.02 7.06
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
DOXWX (Dodge & Cox Global Stock Fund – Class X) 12.66%
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
DOXWX (Dodge & Cox Global Stock Fund – Class X) 19.87%
Sep 2022 – Sep 2025
0.00%
NA
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return