Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate | 4.17% | 19.66% | 14.16% | 7.39% | 9.54% | 7.82% | 7.39% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.15 | 19.66 | 14.16 | 7.39 | 9.54 | 7.82 | 7.39 | … | … | 4.17 | 17.83 | 7.39 | 16.78 | -13.05 | 10.25 | 13.19 | 19.40 | -6.12 | 16.64 | 9.41 | -3.11 | 6.86 | 14.93 | 14.19 | -2.17 | 13.03 | 32.44 | -27.78 | 9.76 | 13.73 | 6.40 | 12.56 | 23.89 | -8.95 | -0.59 |
| Sharpe Ratio | NA | 2.26 | 1.12 | 0.44 | 0.66 | NA | NA | … | … | 0.40 | 1.50 | 0.45 | 1.46 | -0.99 | 1.21 | 0.64 | 2.51 | -0.78 | 3.37 | 0.97 | -0.34 | 0.99 | 2.00 | 1.62 | -0.15 | 1.09 | 1.77 | -1.14 | 0.61 | 1.50 | 0.71 | 1.68 | 2.70 | -0.72 | -0.23 |
| Standard Deviation(%) | NA | 8.39 | 9.26 | 10.40 | 10.93 | NA | NA | … | … | 10.78 | 9.93 | 8.43 | 8.96 | 14.56 | 8.46 | 20.22 | 7.15 | 9.61 | 4.74 | 9.44 | 9.29 | 6.89 | 7.44 | 8.72 | 15.09 | 11.89 | 18.26 | 25.21 | 10.80 | 6.89 | 5.82 | 6.88 | 8.57 | 14.10 | 12.89 |
| Draw Down(%) | NA | 6.84 | 10.33 | 20.37 | 24.71 | NA | NA | … | … | 6.84 | 9.30 | 4.91 | 8.60 | 20.07 | 4.05 | 24.71 | 3.96 | 13.53 | 1.43 | 7.46 | 10.79 | 5.47 | 6.19 | 7.65 | 14.76 | 8.93 | 18.14 | 38.44 | 6.95 | 6.52 | 4.43 | 5.64 | 8.89 | 18.60 | 16.09 |
| Yield(%) | NA | 2.96 | 3.46 | 3.24 | 2.92 | NA | NA | … | … | NA | NA | 0.99 | 2.94 | 3.34 | 3.96 | 2.98 | 3.43 | 2.57 | 2.26 | 2.88 | 2.50 | 3.19 | 2.78 | 3.06 | 2.86 | 2.99 | 3.67 | 4.28 | 3.96 | 3.33 | 2.90 | 2.75 | 2.60 | 2.91 | 3.23 |
Data as of 02/27/2026, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate |
-7.92%
Feb 2006 – Feb 2009 |
-1.49%
Feb 2004 – Feb 2009 |
5.32%
Feb 2006 – Feb 2016 |
4.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DODGE and COX PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate |
21.26%
Feb 2009 – Feb 2012 |
16.92%
Feb 2009 – Feb 2014 |
11.15%
Feb 2009 – Feb 2019 |
9.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart