Dodge Cox Income Fund Manager Performance Evaluation
| DOXIX Fund | USD 12.63 0.06 0.47% |
The fund shows a Beta (market volatility) of 0.0029, which means not very significant fluctuations relative to the market. As returns on the market increase, Dodge Cox's returns are expected to increase less than the market. However, during the bear market, the loss of holding Dodge Cox is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Dodge Cox Income has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong forward indicators, Dodge Cox is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Dodge Cox Income Fund Q3 2024 Shareholder Letter - Seeking Alpha | 11/14/2024 |
| Expense Ratio | 0.3300 |
Dodge |
Dodge Cox Relative Risk vs. Return Landscape
If you would invest 1,305 in Dodge Cox Income on September 16, 2024 and sell it today you would lose (42.00) from holding Dodge Cox Income or give up 3.22% of portfolio value over 90 days. Dodge Cox Income is currently producing negative expected returns and takes up 0.324% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Dodge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dodge Cox Current Valuation
Fairly Valued
Today
Please note that Dodge Cox's price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Dodge Cox Income shows a prevailing Real Value of $12.41 per share. The current price of the fund is $12.63. We determine the value of Dodge Cox Income from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Since Dodge Cox is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dodge Mutual Fund. However, Dodge Cox's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 12.63 | Real 12.41 | Hype 12.63 |
The intrinsic value of Dodge Cox's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dodge Cox's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dodge Cox Income helps investors to forecast how Dodge mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dodge Cox more accurately as focusing exclusively on Dodge Cox's fundamentals will not take into account other important factors: Dodge Cox Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dodge Cox's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dodge Cox Income, and traders can use it to determine the average amount a Dodge Cox's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1537
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | DOXIX |
Estimated Market Risk
| 0.32 actual daily | 2 98% of assets are more volatile |
Expected Return
| -0.05 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.15 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Dodge Cox is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Dodge Cox by adding Dodge Cox to a well-diversified portfolio.
Dodge Cox Fundamentals Growth
Dodge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dodge Cox, and Dodge Cox fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dodge Mutual Fund performance.
About Dodge Cox Performance
Evaluating Dodge Cox's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dodge Cox has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dodge Cox has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to 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.Things to note about Dodge Cox Income performance evaluation
Checking the ongoing alerts about Dodge Cox for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dodge Cox Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Dodge Cox Income generated a negative expected return over the last 90 days |
- Analyzing Dodge Cox's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dodge Cox's stock is overvalued or undervalued compared to its peers.
- Examining Dodge Cox's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dodge Cox's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dodge Cox's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dodge Cox's mutual fund. These opinions can provide insight into Dodge Cox's potential for growth and whether the stock is currently undervalued or overvalued.
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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