Dodge & Cox Balanced Fund I (DODBX)

101.98 -0.01 (-0.01%) USD  |  Jan 08 2025
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DODBX 1 Year Total Returns (Daily): 8.74% for Jan. 8, 2025

1 Year Total Returns (Daily) Chart

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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Fidelity Puritan Fund 20.63%
Invesco Equity & Income Fund A 12.44%
Touchstone Balanced Fund Y 13.95%
Thrivent Moderate Allocation Fund S 13.76%
Fidelity Balanced Fund 17.00%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -3.16%
3 Month Total Returns (Daily) -1.43%
6 Month Total Returns (Daily) 4.14%
Annualized 3 Year Total Returns (Daily) 4.23%
Annualized 5 Year Total Returns (Daily) 7.98%
Annualized 10 Year Total Returns (Daily) 7.99%
Annualized 15 Year Total Returns (Daily) 9.36%
Annualized Total Returns Since Inception (Daily) 9.35%

1 Year Total Returns (Daily) Excel Add-In Codes

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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:DODBX", "one_year_total_return")
Last 5 Data Points: =YCS("M:DODBX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.