Dodge Cox (Ireland) Manager Performance Evaluation

F00000TEQM -- Ireland Fund  

GBp 1,178  12.00  1.01%

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 Landscape

If 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.
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Dodge Cox Current Valuation

Not valued
March 19, 2019
Market Value
Real Value
Target Odds
Odds Odds
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
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Based on monthly moving average Dodge Cox is performing at about 0% of its full potential. 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 it to a well-diversified portfolio.

Dodge Cox Performance Rating

Dodge Cox Worldwide Global Bd GBP Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Dodge Cox Worldwide Global Bd GBP has generated negative risk-adjusted returns adding no value to fund investors.

Dodge Cox Alerts

Equity Alerts and Improvement Suggestions

Dodge Cox Worldwide is not yet fully synchronised with the market data
The fund retains about 6.54% of its assets under management (AUM) in cash

Dodge Cox Performance Indicators

Dodge Cox Worldwide Basic Price Performance Measures

Annual Report Expense Ratio0.60%
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