DODBX
Dodge & Cox Balanced Fund Class I
Mutual fund
$13.44+0.01 (+0.07%)Close Oct 2, 2026
Jan 30, 1980 – Oct 2, 2026, Dividends reinvested
- Final balance
- $790,370
- CAGR
- +9.82%
- Max drawdown
- −50.20%
- Sharpe ratio
- 0.82
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.76%
- 3M
- −2.56%
- 6M
- +1.99%
- YTD
- +2.07%
- 1Y
- +3.73%
- 3Y
- +11.35%
- 5Y
- +6.50%
- 10Y
- +8.99%
- 15Y
- +10.51%
- 20Y
- +7.38%
- 25Y
- +8.12%
- 30Y
- +8.85%
- Since 1980
- +9.82%
Metrics
Since 1980| Volatility | 12.42% |
|---|---|
| Sortino ratio | 1.17 |
| Calmar ratio | 0.20 |
| Best year, 1985 | +30.82% |
| Worst year, 2008 | −33.60% |
| Positive years | 37 of 45 |
| Longest drawdown | 5.1 years |
Worst drawdowns
Since 1980| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −50.2% | Jul 2007 | Mar 2009 | Aug 2012 | 5.1 years |
| −31.3% | Feb 2020 | Mar 2020 | Nov 2020 | 9 months |
| −27.3% | Aug 1987 | Dec 1987 | Jul 1989 | 1.9 years |
| −17.9% | Mar 2002 | Oct 2002 | May 2003 | 1.2 years |
| −17.7% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
Annual returns
1980 from Jan 30 · 2026 through Oct 2