Dodge Stock Fund Manager Performance Evaluation
| DODGX Fund | USD 286.50 1.29 0.45% |
The fund shows a Beta (market volatility) of 0.87, 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
10 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Dodge Stock Fund are ranked lower than 10 (%) 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 | 3 Large-Cap Value Funds With Upside to Avoid Present Market Volatility - Yahoo Finance | 10/16/2024 |
| Expense Ratio Date | 6th of June 2023 | |
| Expense Ratio | 0.5100 |
Dodge |
Dodge Cox Relative Risk vs. Return Landscape
If you would invest 26,989 in Dodge Stock Fund on August 27, 2024 and sell it today you would earn a total of 1,661 from holding Dodge Stock Fund or generate 6.15% return on investment over 90 days. Dodge Stock Fund is currently producing 0.0959% returns and takes up 0.7236% 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 $253.84 per share. The current price of the fund is $286.5. 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.
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 286.5 | Real 253.84 | Hype 285.35 | Naive 282.1 |
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 = 0.1326
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | DODGX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.1 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.13 actual daily | 10 90% of assets perform better |
Based on monthly moving average Dodge Cox is performing at about 10% 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
Evaluating Dodge Cox's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Dodge Cox has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Dodge Cox has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. 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 securities of non-U.S. issuers 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.
Other Information on Investing in Dodge Mutual Fund
Dodge Cox financial ratios help investors to determine whether Dodge Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Dodge with respect to the benefits of owning Dodge Cox security.
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