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Dodge & Cox Worldwide US Stock A GBP (0P0000SOKL.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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5,737.00-1.00 (-0.02%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.66%
5-year average return12.29%
Number of years up12
Number of years down2
Best 1-yr total return (17 May 2024)45.87%
Worst 1-yr total return (17 May 2024)N/A
Best 3-yr total return45.87%
Worst 3-yr total return6.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000SOKL.LCategory
YTD6.36%0.00%
1-month-2.77%0.00%
3-month5.84%0.00%
1-year19.31%0.00%
3-year9.71%0.00%
5-year11.61%0.00%
10-year13.59%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000SOKL.LCategory
2024
N/AN/A
2023
10.18%N/A
2022
2.79%N/A
2021
32.63%N/A
2020
2.33%N/A
2019
19.48%N/A
2018
-2.18%N/A
2017
7.34%N/A
2016
45.87%N/A
2015
0.48%N/A
2014
18.08%N/A
2013
37.09%N/A
2012
14.48%N/A
2011
-4.09%N/A
2010
14.06%N/A
2009
17.74%N/A
2008
-21.96%N/A
2007
-1.66%N/A
2006
3.99%N/A
2005
22.26%N/A
2004
9.82%N/A
2003
19.20%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.39%N/AN/AN/A
2023-1.09%2.38%3.42%5.20%
20223.75%-6.04%1.87%3.50%
202114.88%8.32%1.46%5.05%
2020-25.07%20.16%0.16%13.46%
20197.62%5.07%3.26%2.32%
2018-5.58%9.44%7.64%-12.05%
20172.92%-2.52%1.49%5.42%
20161.97%9.72%12.10%16.31%
20153.27%-3.32%-6.38%7.50%
20141.52%1.43%6.57%7.60%
201319.67%5.14%-0.34%9.33%
20129.62%-1.09%3.66%1.85%
20112.66%0.28%-16.45%11.50%
201012.90%-12.35%5.39%9.38%
2009-14.38%7.34%23.35%3.85%
2008-11.70%-4.86%-1.56%-5.63%
20071.51%3.01%-3.45%-2.58%
20064.30%-5.39%3.48%1.83%
20052.05%6.00%7.07%5.56%
20041.20%2.36%0.10%5.91%
2003-3.89%11.26%4.63%6.54%
2002-17.87%5.62%N/AN/A

Rank in category (by total return)

YTD45
1-month35
3-month43
1-year14
3-year39
5-year15

Load adjusted returns

1-year19.31%
3-year9.71%
5-year11.61%
10-year13.59%