Dodge Stock Fund Manager Performance Evaluation
| DODGX Fund | USD 253.77 2.57 1.02% |
The fund shows a Beta (market volatility) of 0.94, which means possible diversification benefits within a given portfolio. Dodge Cox returns are very sensitive to returns on the market. As the market goes up or down, Dodge Cox is expected to follow.
Risk-Adjusted Performance
9 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Dodge Stock Fund are ranked lower than 9 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong technical and fundamental indicators, Dodge Cox is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Is Dodge Cox Stock Fund a Strong Mutual Fund Pick Right Now - Yahoo Finance | 02/26/2024 |
| Expense Ratio Date | 6th of June 2023 | |
| Expense Ratio | 0.5100 |
Dodge |
Dodge Cox Relative Risk vs. Return Landscape
If you would invest 23,994 in Dodge Stock Fund on January 25, 2024 and sell it today you would earn a total of 1,383 from holding Dodge Stock Fund or generate 5.76% return on investment over 90 days. Dodge Stock Fund is currently producing 0.0934% returns and takes up 0.7825% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Dodge, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Dodge Cox Current Valuation
Overvalued
Today
Please note that Dodge Cox's price fluctuation is very steady at this time. At this time, the entity appears to be overvalued. Dodge Stock Fund shows a prevailing Real Value of $222.05 per share. The current price of the fund is $253.77. We determine the value of Dodge Stock Fund from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will submerge.
Our valuation method for Dodge Stock Fund is useful when determining the fair value of the Dodge mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Dodge Cox. Since Dodge Cox is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Dodge Mutual Fund. However, Dodge Cox's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 253.77 | Real 222.05 | Hype 253.24 |
The real value of Dodge Mutual Fund, also known as its intrinsic value, is the underlying worth of Dodge Stock Fund Mutual Fund, which is reflected in its stock price. It is based on Dodge Cox's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Dodge Cox's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Dodge Cox's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Dodge Stock Fund helps investors to forecast how Dodge mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Dodge Cox more accurately as focusing exclusively on Dodge Cox's fundamentals will not take into account other important factors: Dodge Cox Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Dodge Cox's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Dodge Stock Fund, and traders can use it to determine the average amount a Dodge Cox's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1194
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| Cash | DODGX | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.78 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.09 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.12 actual daily | 9 91% of assets perform better |
Based on monthly moving average Dodge Cox is performing at about 9% 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 Fundamentals Growth
Dodge Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Dodge Cox, and Dodge Cox fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Dodge Mutual Fund performance.
| Price To Earning | 21.25 X | ||||
| Price To Book | 1.95 X | ||||
| Price To Sales | 1.72 X | ||||
| Total Asset | 59.38 B | ||||
About Dodge Cox Performance
To evaluate Dodge Stock Fund Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Dodge Cox generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Dodge Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Dodge Stock Fund market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Dodge's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.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.Things to note about Dodge Stock Fund performance evaluation
Checking the ongoing alerts about Dodge Cox for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Dodge Stock Fund help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund retains 98.83% of its assets under management (AUM) in equities |
- Analyzing Dodge Cox's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Dodge Cox's stock is overvalued or undervalued compared to its peers.
- Examining Dodge Cox's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Dodge Cox's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Dodge Cox's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Dodge Cox's mutual fund. These opinions can provide insight into Dodge Cox's potential for growth and whether the stock is currently undervalued or overvalued.
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 Cox'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 Technical Analysis module to check basic technical indicators and analysis based on most latest market data.