Dodge Cox Financial Statements From 2010 to 2024
| DODIX Fund | USD 12.71 0.04 0.32% |
Check Dodge Cox financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Dodge Cox's main balance sheet or income statement drivers, such as , as well as many indicators such as . Dodge financial statements analysis is a perfect complement when working with Dodge Cox Valuation or Volatility modules.
Dodge |
Dodge Income Fund Mutual Fund Three Year Return Analysis
Dodge Cox's Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
More About Three Year Return | All Equity Analysis
Three Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Dodge Cox Three Year Return | (0.34) % |
Most of Dodge Cox's fundamental indicators, such as Three Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Dodge Income Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
| Competition |
Based on the latest financial disclosure, Dodge Income Fund has a Three Year Return of -0.3376%. This is much lower than that of the Dodge & Cox family and significantly lower than that of the Intermediate Core-Plus Bond category. The three year return for all United States funds is notably higher than that of the company.
Dodge Income Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dodge Cox's current stock value. Our valuation model uses many indicators to compare Dodge Cox value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Cox competition to find correlations between indicators driving Dodge Cox's intrinsic value. More Info.Dodge Income Fund is one of the top funds in annual yield among similar funds. It also is one of the top funds in year to date return among similar funds creating about 154.86 of Year To Date Return per Annual Yield. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Dodge Cox's earnings, one of the primary drivers of an investment's value.About Dodge Cox Financial Statements
Dodge Cox investors use historical fundamental indicators, such as Dodge Cox's revenue or net income, to determine how well the company is positioned to perform in the future. Understanding over-time patterns can help investors decide on long-term investments in Dodge Cox. Please read more on our technical analysis and fundamental analysis pages.
The fund invests in a diversified portfolio of bonds and other debt securities. The fund will invest at least 80 percent of its total assets in investment-grade debt securities and cash equivalents. Investment grade means securities rated Baa3 or higher by Moodys Investors Service, or BBB- or higher by Standard Poors Ratings Group or Fitch Ratings, or equivalently rated by any nationally recognized statistical rating organization, or, if unrated, deemed to be of similar quality by Dodge Cox.
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Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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