DODGE Mutual Fund Manager Performance Evaluation

DODFX
 Fund
  

USD 43.93  0.89  1.99%   

The fund shows a Beta (market volatility) of 0.9646, which means possible diversification benefits within a given portfolio. Let's try to break down what DODGE's beta means in this case. DODGE COX returns are very sensitive to returns on the market. As the market goes up or down, DODGE COX is expected to follow. Even though it is essential to pay attention to DODGE COX INTERNATIONAL historical returns, it is always good to be careful when utilizing equity current trending patterns. Our philosophy in predicting any fund's future performance is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. DODGE COX INTERNATIONAL exposes twenty-one different technical indicators, which can help you to evaluate its performance.
  
DODGE Performance
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Over the last 90 days DODGE COX INTERNATIONAL has generated negative risk-adjusted returns adding no value to fund investors. In spite of fairly strong technical and fundamental indicators, DODGE COX is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors.
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DODGE Price Channel

Fifty Two Week Low37.89
Fifty Two Week High50.20
Annual Report Expense Ratio0.63%
Trailing Annual Dividend Yield1.83%

DODGE COX Relative Risk vs. Return Landscape

If you would invest  4,940  in DODGE COX INTERNATIONAL on September 3, 2022 and sell it today you would lose (458.00)  from holding DODGE COX INTERNATIONAL or give up 9.27% of portfolio value over 90 days. DODGE COX INTERNATIONAL is currently producing negative expected returns and takes up 1.252% volatility of returns over 90 trading days. Put another way, 10% 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.
  Daily Expected Return (%)  
       Risk (%)  
Assuming the 90 days horizon DODGE COX is expected to under-perform the market. In addition to that, the company is 1.08 times more volatile than its market benchmark. It trades about -0.01 of its total potential returns per unit of risk. The NYSE Composite is currently generating roughly -0.01 per unit of volatility.

DODGE COX Current Valuation

Fairly Valued
Today 43.93
Please note that DODGE COX's price fluctuation is very steady at this time.
DODGE COX INTERNATIONAL shows a prevailing Real Value of $43.29 per share. The current price of the fund is $43.93. At this time, the entity appears to be fairly valued. We determine the value of DODGE COX INTERNATIONAL from analyzing 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, in the future, mutual fund prices and their ongoing real values will submerge.
Our valuation method for DODGE COX INTERNATIONAL 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.
43.29
Real Value
44.87
Upside
Estimating the potential upside or downside of DODGE COX INTERNATIONAL 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:
Hype
Prediction
LowEstimated ValueHigh
42.3543.9345.51
Details

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 COX INTERNATIONAL, 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 = -0.0145

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Estimated Market Risk
 1.25
  actual daily
 
 10 %
of total potential
 
1010
Expected Return
 -0.02
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 0 %
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00
Risk-Adjusted Return
 -0.01
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00
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.

About DODGE COX Performance

To evaluate DODGE COX INTERNATIONAL 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 COX INTERNATIONAL 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 investment seeks long-term growth of principal and income. Dodge Cox is traded on NASDAQ Exchange in the United States.

Things to note about DODGE COX INTERNATIONAL

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 COX INTERNATIONAL help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

DODGE COX Alerts

Equity Alerts and Improvement Suggestions

DODGE COX generated a negative expected return over the last 90 days
DODGE COX INTERNATIONAL generated five year return of -3.0%
This fund retains 97.65% of its assets under management (AUM) in equities
Continue to Investing Opportunities. Note that the DODGE COX INTERNATIONAL 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 Equity Valuation module to check real value of public entities based on technical and fundamental data.

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When running DODGE COX INTERNATIONAL price analysis, check to measure DODGE COX's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy DODGE COX is operating at the current time. Most of DODGE COX's value examination focuses on studying past and present price action to predict the probability of DODGE COX's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move DODGE COX's price. Additionally, you may evaluate how the addition of DODGE COX to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between DODGE COX's value and its price as these two are different measures arrived at by different means. Investors typically determine DODGE COX value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, DODGE COX's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.