Dodge Cox Fundamental Relationships

IE00B55H5278 -- Ireland Fund  

EUR 15.64  0.76  4.63%

The Drivers Module shows relationships between Dodge Cox's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Dodge Cox Worldwide Intl Stock A EUR over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Dodge Cox Worldwide Three Year Return vs. Equity Positions Weight Fundamental Analysis

Dodge Cox Worldwide Intl Stock A EUR is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in three year return among similar funds reporting about  0.09  of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for Dodge Cox Worldwide Intl Stock A EUR is roughly  11.08 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Dodge Cox 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
98.84 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
Dodge Cox 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
8.92 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.

Dodge Cox Worldwide Three Year Return Comparison

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