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DODGX

Dodge & Cox Stock Fund Class I

Mutual fund

$17.47+0.08 (+0.46%)Close Sep 25, 2026

DODGX returned 12.32% a year from Jan 1980 to Sep 2026, turning $10,000 into $2,258,031. It fell 63.24% from Jul 2007 to Mar 2009, and it took 5.7 years to get back to its high.

Jan 30, 1980 – Sep 25, 2026

$10,000 became$2,258,031
CAGR12.32%
Max drawdown−63.24%
Sharpe ratio0.73

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Growth of $10,000

  • DODGX

Trailing returns

PeriodDODGX
1M−4.95%
3M+4.24%
6M+8.66%
YTD+7.06%
1Y+11.29%
3Y+14.85%
5Y+9.56%
10Y+12.58%
15Y+14.02%
20Y+9.03%
25Y+10.08%
30Y+10.79%
Since 1980+12.32%

Metrics

ReturnDODGX
Final balance$2,258,031
Total return22,480.31%
CAGR12.32%
Calendar yearsDODGX
Best year40.56%
Worst year−43.34%
Positive years36 of 45
RiskDODGX
Max drawdown−63.24%
Longest drawdown5.7 years
Volatility (annualized)18.14%
Risk-adjustedDODGX
Sharpe ratio0.73
Sortino ratio1.05
Calmar ratio0.19

Worst drawdowns

DeclinePeakBottomRecovered
−63.2%Jul 2007Mar 2009Mar 2013
−40.4%Jan 2020Mar 2020Nov 2020
−33.5%Aug 1987Dec 1987May 1989
−28.7%Mar 2002Oct 2002Sep 2003
−21.8%Jan 2022Sep 2022Dec 2023

Annual returns

YearDODGX
1980from Jan 30+32.02%
1981−9.30%
1982+20.08%
1983+22.65%
1984−2.45%
1985+31.03%
1986+19.90%
1987+12.33%
1988+13.82%
1989+26.86%
1990−5.11%
1991+21.47%
1992+10.84%
1993+18.35%
1994+5.19%
1995+33.37%
1996+22.28%
1997+28.48%
1998+5.48%
1999+20.33%
2000+16.62%
2001+9.32%
2002−10.72%
2003+32.36%
2004+19.19%
2005+9.37%
2006+18.53%
2007+0.14%
2008−43.34%
2009+31.31%
2010+13.49%
2011−4.06%
2012+22.01%
2013+40.56%
2014+10.43%
2015−4.47%
2016+21.27%
2017+18.33%
2018−7.15%
2019+24.89%
2020+7.26%
2021+31.72%
2022−7.25%
2023+17.49%
2024+14.36%
2025+13.66%
2026to Sep 25+7.06%

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