Dodge Cox Stock Fund Five Year Return
| DOXGX Fund | USD 267.07 1.12 0.42% |
Dodge Cox Stock fundamentals help investors to digest information that contributes to Dodge Cox's financial success or failures. It also enables traders to predict the movement of Dodge Mutual Fund. The fundamental analysis module provides a way to measure Dodge Cox's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Dodge Cox mutual fund.
Dodge |
Dodge Cox Stock Mutual Fund Five Year Return Analysis
Dodge Cox's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
More About Five Year Return | All Equity Analysis
Five Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dodge Cox Five Year Return | 9.57 % |
Most of Dodge Cox's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dodge Cox Stock is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
| Competition |
According to the company disclosure, Dodge Cox Stock has a Five Year Return of 9.5667%. This is much higher than that of the Dodge & Cox family and significantly higher than that of the Large Value category. The five year return for all United States funds is notably lower than that of the firm.
Dodge Five Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Dodge Cox's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Dodge Cox could also be used in its relative valuation, which is a method of valuing Dodge Cox by comparing valuation metrics of similar companies.Dodge Cox is currently under evaluation in five year return among similar funds.
Dodge Fundamentals
| Annual Yield | 0.01 % | |||
| Year To Date Return | 3.84 % | |||
| One Year Return | 11.08 % | |||
| Three Year Return | 15.84 % | |||
| Five Year Return | 9.57 % | |||
| Net Asset | 101.03 B |
About Dodge Cox Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Dodge Cox Stock's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Dodge Cox using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Dodge Cox Stock based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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