DOXBX
Dodge & Cox Balanced Fund Class X
Mutual fund
$13.45+0.01 (+0.07%)Close Oct 2, 2026
May 2, 2022 – Oct 2, 2026, Dividends reinvested
- Final balance
- $14,247
- CAGR
- +8.34%
- Max drawdown
- −12.29%
- Sharpe ratio
- 0.87
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- −4.72%
- 3M
- −2.46%
- 6M
- +2.11%
- YTD
- +2.24%
- 1Y
- +3.91%
- 3Y
- +11.26%
- Since 2022
- +8.34%
Metrics
Since 2022| Volatility | 9.80% |
|---|---|
| Sortino ratio | 1.27 |
| Calmar ratio | 0.68 |
| Best year, 2023 | +13.88% |
| Worst year, 2024 | +8.86% |
| Positive years | 3 of 3 |
| Longest drawdown | 8 months |
Worst drawdowns
Since 2022| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −12.3% | May 2022 | Sep 2022 | Jan 2023 | 8 months |
| −8.4% | Feb 2025 | Apr 2025 | May 2025 | 3 months |
| −7.2% | Feb 2023 | Mar 2023 | Jul 2023 | 5 months |
| −7.2% | Jul 2023 | Oct 2023 | Dec 2023 | 4 months |
| −5.7% | Feb 2026 | Mar 2026 | Jul 2026 | 4 months |
Annual returns
2022 from May 2 · 2026 through Oct 2