Dodge & Cox Worldwide US Stock Fund A EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 7.26 | -2.26 | 19.76 | 2.48 | 32.15 | 3.18 | 10.01 | 8.82 |
+/- Category | 1.56 | 1.39 | 0.71 | 1.87 | 6.03 | -0.84 | 4.41 | 1.36 |
+/- Category Index | 1.07 | 0.28 | -2.52 | 3.31 | 5.34 | -0.87 | 2.91 | -0.96 |
% Rank in Category | 35 | 38 | 46 | 33 | 6 | 66 | 17 | 29 |
Trailing Returns (GBP) | 12/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.34 | -0.44 | -0.38 |
1 Week | 0.63 | -0.01 | 0.25 |
1 Month | 1.50 | 0.81 | -0.61 |
3 Months | 0.63 | 1.89 | -1.11 |
6 Months | 7.83 | 0.37 | -2.09 |
YTD | 7.89 | 1.26 | -1.70 |
1 Year | 18.47 | 4.25 | -0.35 |
3 Years Annualised | 9.26 | 0.96 | -1.19 |
5 Years Annualised | 11.20 | 2.33 | 1.14 |
10 Years Annualised | 13.31 | 2.37 | 0.77 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.36 | -0.50 | - | - |
2023 | -1.36 | 2.33 | 3.66 | 5.13 |
2022 | 4.29 | -6.37 | 1.85 | 3.74 |
2021 | 14.84 | 8.31 | 1.30 | 4.88 |
2020 | -25.37 | 20.92 | -0.28 | 13.89 |
2019 | 7.89 | 4.95 | 3.12 | 2.57 |
|
Advertisement |