Dodge & Cox Balanced Fund (DODBX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | -0.16% | -0.24% | 0.08% |
Year-to-Date | -0.21% | -0.48% | 0.27% |
1 Year | -14.44% | 0.00% | -14.44% |
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%