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Dodge & Cox Worldwide Global Stock Fund (UCITS) (0P0000POWH.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,767.00+5.00 (+0.10%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.46%
5-year average return11.86%
Number of years up12
Number of years down3
Best 1-yr total return (16 May 2024)39.76%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return39.76%
Worst 3-yr total return3.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000POWH.LCategory
YTD5.26%0.00%
1-month-1.36%0.00%
3-month6.41%0.00%
1-year16.14%0.00%
3-year9.84%0.00%
5-year10.56%0.00%
10-year10.95%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000POWH.LCategory
2024
N/AN/A
2023
13.86%N/A
2022
4.91%N/A
2021
21.37%N/A
2020
2.21%N/A
2019
18.80%N/A
2018
-7.82%N/A
2017
10.82%N/A
2016
39.76%N/A
2015
-3.18%N/A
2014
13.08%N/A
2013
30.40%N/A
2012
15.18%N/A
2011
-11.20%N/A
2010
16.60%N/A
2009
31.21%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.70%N/AN/AN/A
20232.98%2.56%4.53%3.13%
20225.07%-2.61%-1.90%4.51%
202110.45%7.84%-0.87%2.79%
2020-26.57%20.57%-1.38%17.07%
20197.15%4.90%2.84%2.76%
2018-6.45%5.54%4.75%-10.88%
20175.86%-0.98%2.91%2.72%
20161.27%8.72%12.95%12.39%
20156.31%-5.04%-9.63%6.12%
20142.84%1.97%5.12%2.58%
201314.91%3.51%1.80%7.69%
201210.44%-4.81%5.32%4.03%
20111.18%-0.50%-18.16%7.77%
201012.28%-13.47%9.30%9.81%
2009-14.46%16.45%30.81%0.70%
2008-9.33%-6.27%N/AN/A

Rank in category (by total return)

YTD46
1-month40
3-month29
1-year26
3-year15
5-year10

Load adjusted returns

1-year16.14%
3-year9.84%
5-year10.56%
10-year10.95%