Popular Mutual Funds Performance Guide: Compare Returns of S&P 500 and Dodge & Cox Income (DODIX)
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Compare Returns for S&P 500 and DODIX | ||
|---|---|---|
| S&P 500 | DODIX | |
| Start Date | Jun-01-2014 | Jun-30-2014 |
| Start Price | $2,546.84 | $9.98 |
| End Date | Jun-01-2024 | Jun-11-2024 |
| End Price | $5,277.52 | $12.48 |
| Number Monthly Prices | 121 | 121 |
| Min Date | Feb-01-2016 | Jul-31-2014 |
| Min Price | $2,503.97 | $9.96 |
| Max Date | Jun-01-2024 | Jul-30-2021 |
| Max Price | $5,277.52 | $13.25 |
| Total Return | 107.22% | 25.01% |
| Annualized Return | 7.49% | 2.24% |
| Current Value of $1,000 Purchase | $2,072 | $1,250 |
| Number Returns | 7,260 | 7,260 |
| Average Return | 30.36% | 9.36% |
| Minimum Return | -25.54% | -15.65% |
| Maximum Return | 110.77% | 32.97% |
| Number Profitable Returns | 6,506 | 6,007 |
| Percent Profitable Returns | 89.61% | 82.74% |
| Number Unprofitable Returns | 754 | 1,253 |
| Percent Unprofitable Returns | 10.39% | 17.26% |
| Profitable to Unprofitable Returns Ratio | 8.63 | 4.79 |
DODIX Performance Table and Chart
DODIX Dividend Chart
DODIX Dollar-cost Average
DODIX Trendline Chart
DODIX Moving Average Chart
DODIX Stock Return Map - See Patterns of Gains and Losses
DODIX Stock Returns/Purchase Dates