OTC Markets OTCPK - Delayed Quote USD
Dodge & Cox Worldwide Global Stk USD Acc (0P0000POWI)
39.43
+0.09
+(0.23%)
At close: May 20 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.20% |
| 5y Average Return | 16.68% |
| Number of Years Up | 12 |
| Number of Years Down | 4 |
| Best 1Y Total Return (May 20, 2025) | 32.86% |
| Worst 1Y Total Return (May 20, 2025) | -- |
| Best 3Y Total Return | 32.86% |
| Worst 3Y Total Return | 4.26% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000POWI
Category
- YTD
- 5.47%
- 0.00%
- 1-Month
- -0.64%
- 0.00%
- 3-Month
- 0.03%
- 0.00%
- 1-Year
- 7.38%
- 0.00%
- 3-Year
- 9.28%
- 0.00%
- 5-Year
- 15.49%
- 0.00%
- 10-Year
- 7.79%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000POWI
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 6.15% | -- | -- | -- |
| 2024 | 5.66% | -0.39% | 7.77% | -7.37% |
| 2023 | 5.09% | 5.59% | 0.45% | 7.72% |
| 2022 | 1.97% | -9.74% | -10.03% | 13.16% |
| 2021 | 11.37% | 8.20% | -3.46% | 3.27% |
| 2020 | -31.11% | 20.25% | 2.70% | 24.04% |
| 2019 | 9.49% | 2.29% | -0.42% | 10.66% |
| 2018 | -2.77% | -0.75% | 3.43% | -12.82% |
| 2017 | 7.66% | 2.92% | 5.87% | 3.52% |
| 2016 | -1.35% | 0.78% | 9.97% | 6.83% |
| 2015 | 1.18% | 0.58% | -12.98% | 3.40% |
| 2014 | 3.64% | 4.60% | -0.41% | -1.40% |
| 2013 | 7.42% | 3.73% | 8.31% | 10.09% |
| 2012 | 13.77% | -6.80% | 8.53% | 4.72% |
| 2011 | 4.18% | -0.51% | -20.50% | 7.34% |
| 2010 | 5.40% | -14.80% | 14.92% | 9.01% |
| 2009 | -14.98% | 33.51% | 27.04% | 1.83% |
| 2008 | -19.00% | -23.91% | -- | -- |
Rank in Category (By Total Return)
| YTD | 45 |
| 1-Month | 72 |
| 3-Month | 54 |
| 1-Year | 75 |
| 3-Year | 35 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 7.38% |
| 3-Year | 9.28% |
| 5-Year | 15.49% |
| 10-Year | 7.79% |
Performance & Risk
| YTD Return | 11.20% |
| 5y Average Return | 16.68% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.08 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Dodge & Cox |
| Net Assets | -- |
| YTD Return | 5.47% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 01, 2010 |
Fund Summary
Fund Summary Information Not Available
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