The organization shows Beta (market volatility) of 2.6581 which denotes to the fact that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, Dodge Cox will likely underperform. Although it is extremely important to respect Dodge Cox Worldwide historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in predicting future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By reviewing Dodge Cox Worldwide technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
|Horizon||30 Days Login to change|
Dodge Cox Worldwide Relative Risk vs. Return LandscapeIf you would invest 117,800 in Dodge Cox Worldwide Global Bd GBP on February 17, 2019 and sell it today you would earn a total of 0.00 from holding Dodge Cox Worldwide Global Bd GBP or generate 0.0% return on investment over 30 days. Dodge Cox Worldwide Global Bd GBP is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Dodge Cox and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
Daily Expected Return (%)
Dodge Cox Current Valuation
Dodge Cox is Unknown risk asset. Dodge Cox Worldwide prevailing Real Value cannot be determined due to lack of data. The current price of Dodge Cox Worldwide is p;1178.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Dodge Cox Worldwide from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.
Dodge Cox Market Risk Analysis
Sharpe Ratio = 0.0
Risk-Adjusted Fund PerformanceOver the last 30 days Dodge Cox Worldwide Global Bd GBP has generated negative risk-adjusted returns adding no value to fund investors.
|Annual Report Expense Ratio||0.60%|