Dodge Stock Financials
| DODGX Fund | USD 247.35 0.73 0.30% |
Dodge |
Please note that past performance is not an indicator of the future performance of Dodge Stock, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Dodge Stock Fund Summary
Dodge Stock competes with Dodge International, Dodge Cox, Dodge Balanced, Dodge Global, and Dodge Global. The fund invests primarily in a diversified portfolio of equity securities. It will invest at least 80 percent of its total assets in equity securities, including common stocks, depositary receipts evidencing ownership of common stocks, certain preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund may invest up to 20 percent of its total assets in U.S. dollar-denominated securities of non-U.S. issuers traded in the United States that are not in the SP 500 Index.Specialization | Large Value, Large Value |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US2562191062 |
| Business Address | Dodge Cox Funds |
| Mutual Fund Family | Dodge & Cox |
| Mutual Fund Category | Large Value |
| Benchmark | NYSE Composite |
| Phone | 800 621 3979 |
| Currency | USD - US Dollar |
Dodge Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Dodge Stock's current stock value. Our valuation model uses many indicators to compare Dodge Stock value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Dodge Stock competition to find correlations between indicators driving Dodge Stock's intrinsic value. More Info.Dodge Stock Fund is one of the top funds in price to earning among similar funds. It is one of the top funds in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Dodge Stock Fund is roughly 10.90 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Dodge Stock by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Dodge Stock's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. 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 Stock's earnings, one of the primary drivers of an investment's value.Dodge Stock Fund Systematic Risk
Dodge Stock's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Dodge Stock volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twelve with a total number of output elements of fourty-nine. The Beta measures systematic risk based on how returns on Dodge Stock Fund correlated with the market. If Beta is less than 0 Dodge Stock generally moves in the opposite direction as compared to the market. If Dodge Stock Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Dodge Stock Fund is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Dodge Stock is generally in the same direction as the market. If Beta > 1 Dodge Stock moves generally in the same direction as, but more than the movement of the benchmark.
Dodge Stock April 19, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Dodge Stock help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Dodge Stock Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Dodge Stock Fund based on widely used predictive technical indicators. In general, we focus on analyzing Dodge Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Dodge Stock's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.8736 | |||
| Information Ratio | 0.0022 | |||
| Maximum Drawdown | 5.4 | |||
| Value At Risk | (1.34) | |||
| Potential Upside | 0.8725 |
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dodge Stock Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in price. Note that the Dodge Stock Fund information on this page should be used as a complementary analysis to other Dodge Stock's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.