Dodge & Cox Worldwide US Stock Fund A USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 7.43 | -1.94 | 19.37 | 2.42 | 32.51 | 3.36 | 9.64 | 11.82 |
+/- Category | 1.73 | 1.70 | 0.31 | 1.80 | 6.38 | -0.66 | 4.05 | 1.73 |
+/- Category Index | 1.24 | 0.60 | -2.91 | 3.24 | 5.70 | -0.69 | 2.54 | -0.48 |
% Rank in Category | 32 | 34 | 50 | 34 | 4 | 65 | 19 | 17 |
Trailing Returns (GBP) | 13/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.88 | 0.97 | 0.08 |
1 Week | 1.02 | 0.65 | -0.47 |
1 Month | 1.08 | 1.01 | 0.41 |
3 Months | 0.29 | 2.61 | -0.38 |
6 Months | 8.10 | 2.93 | 0.47 |
YTD | 9.08 | 2.40 | -1.24 |
1 Year | 14.42 | 3.36 | -0.76 |
3 Years Annualised | 8.83 | 1.30 | -1.08 |
5 Years Annualised | 11.44 | 2.70 | 1.45 |
10 Years Annualised | 13.24 | 2.43 | 0.75 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.31 | -0.47 | - | - |
2023 | -1.80 | 2.51 | 3.50 | 5.23 |
2022 | 3.55 | -5.57 | 1.64 | 4.00 |
2021 | 14.75 | 8.55 | 1.24 | 5.07 |
2020 | -24.91 | 20.32 | -0.35 | 13.76 |
2019 | 7.53 | 4.87 | 3.24 | 2.52 |
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