Simulated Performance for DODGE & COX
| Reporting Period | Quarterly Simulated Performance | Quarterly Hit Rate | Annual Simulated Performance | Annual Hit Rate | Annual Simulated Performance Decile | Annual Simulated Performance Hedge Funds Decile | Annual Simulated Performance Quant Decile | Annual Simulated Performance Fundamental Decile |
|---|---|---|---|---|---|---|---|---|
| June 30, 2013 | 6.64 % | 0.77 | 29.24 % | 0.94 | 9 | |||
| Sept. 30, 2013 | 12.01 % | 0.93 | 21.45 % | 0.90 | 9 | |||
| Dec. 31, 2013 | 2.60 % | 0.58 | 10.11 % | 0.76 | 5 | |||
| March 31, 2014 | 5.65 % | 0.78 | 5.99 % | 0.68 | 3 | |||
| June 30, 2014 | 0.63 % | 0.49 | 2.89 % | 0.60 | 4 | |||
| Sept. 30, 2014 | 1.80 % | 0.67 | -8.92 % | 0.45 | 3 | |||
| Dec. 31, 2014 | -1.28 % | 0.52 | -8.03 % | 0.44 | 3 | |||
| March 31, 2015 | 2.16 % | 0.46 | -8.22 % | 0.41 | 3 | |||
| June 30, 2015 | -11.90 % | 0.18 | -9.01 % | 0.49 | 3 | |||
| Sept. 30, 2015 | 1.83 % | 0.72 | 10.73 % | 0.75 | 4 | |||
| Dec. 31, 2015 | -0.04 % | 0.57 | 21.78 % | 0.80 | 9 | |||
| March 31, 2016 | 1.78 % | 0.61 | 26.26 % | 0.81 | 9 | |||
| June 30, 2016 | 9.28 % | 0.66 | 25.30 % | 0.80 | 9 | |||
| Sept. 30, 2016 | 9.28 % | 0.57 | 20.15 % | 0.78 | 8 | |||
| Dec. 31, 2016 | 5.24 % | 0.77 | 15.55 % | 0.80 | 3 | |||
| March 31, 2017 | 0.24 % | 0.65 | 9.62 % | 0.73 | 4 | |||
| June 30, 2017 | 4.16 % | 0.72 | 10.08 % | 0.71 | 4 | |||
| Sept. 30, 2017 | 5.37 % | 0.76 | 10.99 % | 0.68 | 4 | |||
| Dec. 31, 2017 | -2.02 % | 0.36 | -10.77 % | 0.33 | 3 | |||
| March 31, 2018 | 2.52 % | 0.57 | 5.04 % | 0.64 | 3 | |||
| June 30, 2018 | 5.80 % | 0.77 | 3.27 % | 0.62 | 3 | |||
| Sept. 30, 2018 | -14.87 % | 0.12 | -2.57 % | 0.52 | 3 | |||
| Dec. 31, 2018 | 10.67 % | 0.89 | 24.77 % | 0.87 | 3 | |||
| March 31, 2019 | 2.16 % | 0.65 | -18.61 % | 0.27 | 3 | |||
| June 30, 2019 | 0.17 % | 0.51 | -7.01 % | 0.39 | 3 | |||
| Sept. 30, 2019 | 9.90 % | 0.81 | -1.77 % | 0.56 | 2 | |||
| Dec. 31, 2019 | -29.73 % | 0.05 | 3.98 % | 0.63 | 2 | |||
| March 31, 2020 | 19.12 % | 0.93 | 73.26 % | 0.97 | 8 | |||
| June 30, 2020 | 5.01 % | 0.65 | 60.20 % | 0.96 | 9 | |||
| Sept. 30, 2020 | 21.55 % | 0.86 | 51.33 % | 0.91 | 9 | |||
| Dec. 31, 2020 | 15.81 % | 0.80 | 30.75 % | 0.83 | 9 | |||
| March 31, 2021 | 9.08 % | 0.78 | 15.68 % | 0.73 | 8 | |||
| June 30, 2021 | -1.57 % | 0.45 | -7.88 % | 0.36 | 8 | |||
| Sept. 30, 2021 | 4.51 % | 0.67 | -13.52 % | 0.28 | 7 | |||
| Dec. 31, 2021 | 1.81 % | 0.42 | -6.22 % | 0.40 | 9 | |||
| March 31, 2022 | -12.21 % | 0.19 | -8.19 % | 0.39 | 5 | |||
| June 30, 2022 | -7.80 % | 0.27 | 10.19 % | 0.69 | 3 | |||
| Sept. 30, 2022 | 12.80 % | 0.85 | 20.79 % | 0.79 | 7 | |||
| Dec. 31, 2022 | 1.30 % | 0.54 | 16.43 % | 0.65 | 3 | |||
| March 31, 2023 | 5.56 % | 0.65 | 24.45 % | 0.74 | 6 | |||
| June 30, 2023 | 0.47 % | 0.43 | 18.37 % | 0.70 | 5 | |||
| Sept. 30, 2023 | 9.16 % | 0.76 | 26.75 % | 0.83 | 3 | |||
| Dec. 31, 2023 | 8.47 % | 0.73 | 14.80 % | 0.65 | 3 | |||
| March 31, 2024 | -0.54 % | 0.46 | 9.51 % | 0.62 | 7 | |||
| June 30, 2024 | 7.71 % | 0.76 | 16.02 % | 0.65 | 8 | |||
| Sept. 30, 2024 | -1.52 % | 0.38 | - | - | ||||
| Dec. 31, 2024 | 3.61 % | 0.56 | - | - | ||||
| March 31, 2025 | 4.43 % | 0.58 | - | - | ||||
| June 30, 2025 | - | - | - | - |