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Dodge & Cox Worldwide US Stock GBP Inc (0P000127QD.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,314.00+2.00 (+0.06%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.91%
5-year average return11.71%
Number of years up9
Number of years down1
Best 1-yr total return (2 May 2024)45.89%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return45.89%
Worst 3-yr total return6.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000127QD.LCategory
YTD9.36%0.00%
1-month5.56%0.00%
3-month9.36%0.00%
1-year21.86%0.00%
3-year12.67%0.00%
5-year13.29%0.00%
10-year13.66%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000127QD.LCategory
2024
N/AN/A
2023
10.21%N/A
2022
2.79%N/A
2021
32.65%N/A
2020
2.33%N/A
2019
19.51%N/A
2018
-2.21%N/A
2017
7.37%N/A
2016
45.89%N/A
2015
0.45%N/A
2014
18.11%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.36%N/AN/AN/A
2023-1.09%2.40%3.44%5.20%
20223.76%-6.05%1.87%3.50%
202114.90%8.34%1.44%5.04%
2020-25.06%20.21%0.11%13.47%
20197.68%5.03%3.28%2.32%
2018-5.58%9.45%7.60%-12.06%
20172.97%-2.52%1.48%5.42%
20162.01%9.70%12.17%16.23%
20153.30%-3.36%-6.33%7.43%
20141.53%1.45%6.61%7.56%

Rank in category (by total return)

YTD57
1-month38
3-month57
1-year21
3-year23
5-year15

Load adjusted returns

1-year21.86%
3-year12.67%
5-year13.29%
10-year13.66%