Dodge & Cox Balanced Fund (DODBX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.23% | 3.23% | -2.00% |
Year-to-Date | 1.16% | 3.51% | -2.35% |
1 Year | 7.96% | 0.00% | 7.96% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
27%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 27% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.53%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$682
Real cost (fees + lost compounding)
$843
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
98%
Return in excess of styles
(over past year)
4.50%