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Dodge & Cox Income (DODIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.600.00 (0.00%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.88%
5-year average return1.65%
Number of years up27
Number of years down7
Best 1-yr total return (20 Jun 2024)16.05%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return16.05%
Worst 3-yr total return-1.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDODIXCategory
YTD-0.88%-0.61%
1-month1.98%0.77%
3-month0.47%1.99%
1-year3.76%3.06%
3-year-1.50%5.69%
5-year1.53%3.75%
10-year2.27%3.84%
Last bull market8.81%4.61%
Last bear market-4.70%1.87%

Annual total return (%) history

Year
DODIXCategory
2024
N/AN/A
2023
7.70%N/A
2022
-10.86%N/A
2021
-0.91%N/A
2020
9.45%8.06%
2019
9.73%8.94%
2018
-0.31%-0.61%
2017
4.36%4.27%
2016
5.61%3.86%
2015
-0.59%-0.45%
2014
5.48%5.42%
2013
0.64%-0.90%
2012
7.94%7.76%
2011
4.76%6.27%
2010
7.17%8.51%
2009
16.05%15.12%
2008
-0.29%-3.86%
2007
4.68%5.62%
2006
5.30%4.48%
2005
1.98%2.09%
2004
3.64%4.59%
2003
5.97%6.32%
2002
10.75%8.44%
2001
10.32%7.84%
2000
10.70%10.08%
1999
-0.81%-1.06%
1998
8.08%7.25%
1997
10.00%9.73%
1996
3.61%4.19%
1995
20.21%19.51%
1994
-2.89%-4.27%
1993
11.34%11.26%
1992
7.80%7.60%
1991
17.94%17.56%
1990
7.41%6.74%
1989
N/A12.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.32%N/AN/AN/A
20233.13%0.08%-2.77%7.32%
2022-5.20%-4.70%-3.98%2.76%
2021-2.52%1.98%0.10%-0.43%
2020-0.70%5.98%1.48%2.48%
20193.70%2.79%2.09%0.85%
2018-0.90%-0.33%0.64%0.29%
20171.19%1.50%1.13%0.48%
20162.37%2.64%1.79%-1.24%
20151.29%-1.19%-0.81%0.13%
20142.31%2.19%-0.00%0.89%
20130.54%-1.84%0.81%1.15%
20122.97%1.29%2.50%0.97%
20111.36%1.77%0.19%1.37%
20102.24%1.99%2.58%0.19%
20090.26%7.48%5.84%1.76%
20080.56%-0.32%-3.77%3.37%
20071.43%-0.24%2.10%1.32%
20060.08%0.00%3.43%1.73%
2005-0.47%2.14%-0.24%0.55%
20041.86%-2.07%2.69%1.17%
20031.42%2.82%0.54%1.08%
20020.98%3.12%3.81%2.45%
20013.82%1.32%4.24%0.61%
20002.11%1.32%2.72%4.17%
1999-0.33%-0.99%0.43%0.09%
19981.41%2.41%3.14%0.90%
1997-0.77%3.68%3.69%3.12%
1996-2.07%0.46%2.03%3.23%
19955.49%7.01%2.05%4.36%
1994-2.38%-1.51%0.45%0.56%
19934.76%3.21%3.15%-0.16%
1992-1.62%4.57%4.78%0.02%
19913.32%1.59%6.26%5.75%
1990-1.51%3.51%0.20%5.15%
19897.88%0.65%3.30%N/A

Rank in category (by total return)

YTD44
1-month12
3-month26
1-year20
3-year10
5-year6

Load adjusted returns

1-year3.76%
3-year-1.50%
5-year1.53%
10-year2.27%