Dodge & Cox Worldwide US Stock Fund A GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 7.34 | -2.18 | 19.48 | 2.33 | 32.63 | 2.79 | 10.18 | 6.36 |
+/- Category | 1.64 | 1.47 | 0.42 | 1.72 | 6.51 | -1.23 | 4.59 | 0.08 |
+/- Category Index | 1.15 | 0.37 | -2.80 | 3.15 | 5.82 | -1.26 | 3.09 | -0.33 |
% Rank in Category | 35 | 36 | 50 | 35 | 4 | 68 | 16 | 45 |
Trailing Returns (GBP) | 14/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.19 | 0.32 | -0.04 |
1 Week | 0.81 | -0.28 | -0.38 |
1 Month | 1.68 | 0.65 | -0.30 |
3 Months | 6.99 | 0.36 | 1.05 |
6 Months | 15.95 | 0.84 | 0.35 |
YTD | 9.03 | 0.15 | -0.81 |
1 Year | 25.07 | 5.55 | 3.77 |
3 Years Annualised | 10.29 | 1.01 | -1.01 |
5 Years Annualised | 12.88 | 2.34 | 0.99 |
10 Years Annualised | 13.78 | 2.65 | 1.03 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.39 | - | - | - |
2023 | -1.09 | 2.38 | 3.42 | 5.20 |
2022 | 3.75 | -6.04 | 1.87 | 3.50 |
2021 | 14.88 | 8.32 | 1.46 | 5.05 |
2020 | -25.07 | 20.16 | 0.16 | 13.46 |
2019 | 7.62 | 5.07 | 3.26 | 2.32 |
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